Manage Opportunities & the Business Process
Once you implement CRM, CRM is forever. CRM should reflect the business process and not the other way around. When it comes to evaluating CRM solutions like Salesforce and Microsoft Dynamics 365, the right partner will help ensure this happens for your team. That’s just one of the reasons salespeople love CRM so much!
Opportunity dashboards in CRM give sales managers and owners clear visibility into the sales pipeline. Instead of asking salespeople day in and day out how things are going, all they need to do is open a screen that is situated at the core of your business and acts as one version of the truth throughout your entire company.
Identify where big opportunities are so you can prioritize. Sales managers, help your salespeople address common pitfalls. View Won and Lost history to analyze what is and isn’t working. Take advantage of reports and dashboards that show your sales data in attractive and clear ways. And so much more!