Business Opportunity Tracking

Enter and Track Opportunities

SalesSoftware is built for Salesteams. Your sales process with a Customer or Prospect starts with a Project. Business Leads and Opportunities can be assigned to a Project or entered without a Project. Projects can be viewed and edited. Edits "Cascade" to all Opportunities which are in the Sales Project.This saves time and salesperson work.

	Sales Projects are Entered & Tracked.
	Opportunities are assigned to the Projects.
	Opportunities may be different lines, products, part numbers.
	Edits can be done at Project Level & Cascade to all Opportunities.

Workbench view of Customer - Projects - Business Opportunitie. This is a Project DataGrid. Projects and Opportunities are entered and edited here.This view shows all Opportunities for one Customer.

Opportunity Detail view deilvers Sales Data.

This is our Opportunity List view. Note Green Color signifying a NEW Business Opportunity. The Opportunity Record turns RED if not actively being worked signifying stalled progress or a bottleneck.

 

Next: Contact and Relationship Management

Sales Power Bench: Auto Lead and Opportunity Tracking