Pipeline Management
Sales Funnel View
Instantly identify where each Prospect is in your sales cycle, and which ones require action
Fast access to all information relating to a Prospect :
- Forecast Data
- Month
- Value
- Products
- History of all communications
- E-mails
- Meeting notes
- Call record
- Passage through sales cycle
- Marketing Data
- Political
- Geographic
- Industry
- Source
- Etc
Prospect View
- Account Team Contacts
- Customer
- Your company
- Document Links
- URL
- Quotation
- E-mails
- Legal agreements
- Presentations
- Spreadsheets
- etc, etc
- Understand the true status of a pipeline
- Are there enough Prospects to make quota
- Is there too much padding?
- Assess need for lead generation activity