MANAGE SALES OPPORTUNITIES

An Opportunity in the context of Sales is the potential to get a Customer Order. When you have an Opportunity, it means that you have information such as what will be the type of product or service that the Customer wants, timeline for closing the same, approximate size (value) of the Order and most importantly, a fair assessment of the chances (probability) of the Order coming through.

As the Sales team unearths new business opportunities from Accounts, record them in CREST CRM and track them to closure. Very often, Opportunities could be lost simply because they were not followed-up in time. With clear close-by dates and priorities, your Opportunity pipeline gives you excellent control on the Sales team’s activities. A Sales Executive can keep track of not only the Opportunities assigned to themselves, but also that of the Team in CREST CRM.

An Opportunity should logically result in a Sale. Recording all follow-up Activities in CREST CRM and keeping them updated gives the Sales Manager necessary information to determine whether attention is being paid to the high-probability Opportunities and all support is being given to the Prospect (Account) to come to a decision. At the same time, they have to also ensure that time and resources are not wasted on Opportunities with very less likelihood of crystallizing. Whether its a large team of Sales Executives or just a one-man army, CREST CRM can support the sales effort effectively.

The process of managing Opportunities in CREST CRM are explained in the sections that follow