Opportunity Management2019-08-16T16:30:34+01:00

OPPORTUNITY MANAGEMENT

Sales opportunity management is a vital requirement for any company that wants to succeed and expand their selling efforts. A lead at some point becomes an opportunity, which means it has the real potential of becoming what everyone in the salesteam is after: a closed sale.

Today, effective opportunity management is not likely to succeed without CRM:

  • Prioritise opportunities.

  • Review the quality of your pipeline.

  • Better understand what are the risks in the deal, who is the competition etc.

  • Measure the effectiveness of your pipeline and how well it converts.

  • Better insight into who the key stakeholders are and how engaged they are.

  • Analysis of the effectiveness of activities / tasks at each step.

  • Better visibility stages in the sales cycle and the likely close dates.

Book A Free Demo

Thank you for contacting us.

Someone in our team will be contacting you shortly.

CRM for Opportunity Management

Imagine taking a helicopter view of all the conversations you’ve had, all the ones that ended in sales and the ones that ended in disappointment. Imagine if you could see the patterns, you could start focusing in on the products, customers and approaches that work and waste less time on those that don’t.

That’s the sort of insight you gain with CRM from Workbooks.

With Workbooks CRM underpinning your sales execution, you can ensure that your salespeople share a common methodology, and understand where their prospects are in the sales process and address their needs effectively. This allows you to manage sales opportunities, improve conversation rates, drive best practice across your sales team and grow revenue.

Find out how to make everyday a great sales day with our Grow Revenue and Close More Deals Using CRM whitepaper.

opportunity management mobile

OVER 1400 CUSTOMERS TRUST WORKBOOKS TO RUN THEIR BUSINESS.

WHY NOT JOIN THEM?

TRY FOR FREE

CRM SALES FEATURES