Introduction to Opportunities

The Digital Sales Platform helps sales teams accelerate sales cycles by tracking relevant activities, collaborating with internal teams, customers, and partners, as well as submitting quotes and sales orders in seconds.

Sales managers can help their team proactively drive sales cycles more effectively and predictably, and at a lower cost of sales. With notes & collaboration, team communications are improved and full visibility into day-to-day progress for every deal is available at a click of a button.

The built-in team selling features allow to easily extend and orchestrate the activities of entire sales teams to ensure collaboration and efficiency. This becomes especially more relevant when selling complex products and solutions, as the complexity elevated to the sale itself can often become like managing a project. Therefore, the application offers Gantt charts for task management which will help sales teams collaborate flawlessly and never miss a deadline to deliver 100% accurate winning proposals (refer to 'Tasks').

Robust pipeline analysis and configurable sales cycle methodologies ensure efficient sales processes leveraging standardized best practice methodologies.

Opportunity analytics provide transparency and enable sales professionals to recognize trends that influence won/lost deals. Easily finding the right data is mission-critical for efficient selling.

On every deal, you can capture competitor involvement, for future competitive analysis. Basic Revenue Planning, with revenue start and end dates, helps you forecast based on revenue start date instead of the close date. Graphical Document Flow for birds-eye-view on progress made helps to connect the dots all the way till when order is completed, and the customer is successfully deployed.