Opportunity Management With POOL4TOOL

Using opportunity management, sales teams can collaborate to make deals more efficiently. Business data is always up-to-date, opportunity milestones are easy to track, and all information regarding opportunities is recorded. POOL4TOOL can be adjusted to your internal sales procedures and processes to facilitate the monitoring of sales pipelines for your managers.

Benefits:

• Standardization of sales processes and methods
• Early detection of bottlenecks and shortages in sales cycles
• Creation of turnover plans and forecasts
• Competitor analysis for timely countermeasures
• Promotion of collaboration between teams
• Effective management of several business deals at the same time
• Tracking of status and milestones of business deals
• More conclusions of business transactions and higher sales productivity
• Fitting data and views to your specific requirements

Highlights:

Opportunity Tracking

All data regarding opportunities can be tracked, including milestones, decision makers, partners, client communication, and other individual client data.

Sales Routines

Standardize your sales routines companywide by adjusting POOL4TOOL in accordance with your needs.

Multiple Sales Processes

Varying processes and page layouts can be established for different sales emphases, such as business unit, product, and/or sales channel.

Product Tracking

For sales opportunities, you can track data related to products, such as quantity, standard price, special price, and product code. In addition you can create product plans with earnings and quantities to make sales forecasts and oversee grace periods and delivery dates.

Update Reminders for Opportunities

Sales teams can keep opportunity data up-to-date with e-mail reminders. Managers can set up automatic and periodic e-mails for themselves and their teams.

Competitor Tracking

All relevant information on competitors can be monitored for every business deal. Competition data can be presented in profit and loss reports to identify new trends and threats.

Opportunity Analysis

Sales pipelines can be analyzed quickly and easily to identify and eliminate bottlenecks in the sales cycle or to investigate reasons for poor sales opportunities.