One of the features offered by Collabox CRM to manage your sales is the sales opportunities table.
Efficient and customizable, the Collabox opportunity board allows you to « click and drag » and dynamically process your sales opportunities. At a glance, visualize a « sales funnel » by customer, by product, by amount or by service sold.
Customize your board according to your needs and style. First, create your own intervention types to keep your notes presented to prospects. Then get very detailed reports of your salespeople’s activities, including the history of solicitation .
Collabox gives you the possibility to customize your tracking system, such as the qualification of your contacts. By qualifying them, you will be able to sort them according to their order of importance. Finally, you can establish a directory of all your products or services to follow up and know the potential revenue per opportunity.
In the methodologies related to the use of a CRM, it is recommended to use a BOM system to help track the evolution of sales opportunities.
Opportunity status » is a term used to describe a factual situation regarding a potential sale. This way, it is easier to determine at a glance the different statuses of the sales opportunity according to the stage of the sales process in which it is located. Even add colors for each status!
Create your own BOM or use the one proposed by the Collabox. Using the Sales Opportunity Board will help you grow your business!
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If you have any questions, please contact us and we will be happy to answer you. info@collabox.com (418) 907-9274 ext. 120
