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Key Concepts - What is CRM?
Key Concepts - What is CRM? - Managing Opportunities PDF Print E-mail
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Key Concepts - What is CRM?
Managing Leads
Converting Leads
Managing Opportunities
Managing Activities
Management Reporting
Summary of Benefits
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Managing Opportunities

A flexible system such as SugarCRM will allow assignment of the opportunity to various members of your team at various stages of the process. This allows for effective management, ownership and tracking of each and every opportunity within your organisation.

Screen shot from SugarCRM showing an individuals Top Ten Opportunities

Furthermore, as the Opportunities contain potential financial information, along with sales status and expected close dates, it's possible to report on this information in a very useful way (more on that later).

Screen shot from SugarCRM of a dashlet sales pipeline



Last Updated ( Tuesday, 12 August 2008 11:47 )
 
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