Automated workflows

Lead-cycle stages control

Within the Claromentis Sales Manager application, companies can control how an opportunity progresses through its specific lead-cycle stages, ensuring compliance with company procedures.

Setting-up rules

Administrators can define the order in which opportunities progress through lead-cycle stages according to the values entered. This can be a linear progression, or – in cases where there is a particularly hot sales lead, for example – the solution can be configured to accelerate progress direct to a later stage.

Opportunity Stage Info

Example of Opportunity Stage Workflow

Configurable

Lead cycles can be configured to lock at certain stages, where permission has to be granted for the opportunity to be moved to the next stage. For example, in many companies the decision to ‘proceed to bid’ might require the authority of senior partners or business development directors. Automatic notifications inform authorized personnel that their decision is required and they can then confirm go ahead – or decline – as appropriate.

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