When an opportunity to sell something has been identified, it must go through several steps / stages before actually closing the sale. There will likely be several conversations with the prospective buyer, internal discussion, inspections, appraisals, quotes, and work done by other departments to fulfill the sale. The Handle framework for process management gives you the power to integrate your entire process in one screen making sure critical steps are not missed and the right team members are queued in at the right time. read more
Why would I track opportunities? Is the primary function of your sales team to provide pricing? Do you hear your sales team complain they are losing deals due to price? If so, your organization may be on it’s way to becoming a commodity. Additionally, are you making important decisions based on quotes rather than the “opportunity?” If so, please read more
- How do I create a new deal?
- How do I add stock units to my deal?
- Can I keep track of something a customer wants but we don’t have?
- How do I see a list of my active deals?