We present a new module for the management of business opportunities.
This module allows:
- The creation, tracking and closing of direct or indirect opportunities relating to a company
- The creation, management and tracking of the contacts involved in that business and to see their link / activity
- Definition / assignment of the business origin
- Define the business with a target closing date or recurring
- Definition / creation of the business objective
- Definition / assignment of the current phase of that business
- Definition / assignment of the quality / potential & temperature of that business
- Obtain a list of actions carried out in a business (visits, calls, etc.) and schedule new ones
- Generate dynamic questionnaires to complete during the visit process.
- Obtain / view the feedback obtained from the products and services presented visually (interested or not interested, etc.)
- Review shared content and whether that information has been visited
- Review offers / ours sent from that business
- Review the businesses –globally, or through the record– active in a client
- Export / connect all the information via API
Example Scenarios for the use of this module:
- Medical rep who presents pharmaceutical products to doctors / physicians to introduce / recommend them
- Salesperson who contacts an influencer / athlete linked to fashion / sport so that they introduce / recommend the manufacturer's items in different [places] and generate indirect sales
- Tracking of opportunities that have complex phases until the sale is finally closed
