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.
All data regarding opportunities can be tracked, including milestones, decision makers, partners, client communication, and other individual client data.
Standardize your sales routines companywide by adjusting POOL4TOOL in accordance with your needs.
Varying processes and page layouts can be established for different sales emphases, such as business unit, product, and/or sales channel.
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.
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.
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.
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.