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Office24by7 Deal Management

Handle your Deals effortlessly with Office24by7 Deal Management CRM

 Gain Bird Eye's View with Office24by7

Gain Bird Eye's View with Office24by7

You can just check your dashboard and have a look at the deals that are present in different stages. The best thing about Office24by7 sales CRM is that you can also check the worth of each one of these deals. You can ask your agents to focus on the deals that are more worthy or the ones that can be closed by taking some action.

Set Sales Goals

Set your agents' sales goals on the sales CRM and track their progress. You can either set revenue goals or the deals. Put the right time limit and start tracking. The entire process is simple and easy. This will also help in knowing the successful products, growth areas that you need to focus on and many more.

Set Sales Goals
Easy Filtering Options

Easy Filtering Options

Filter contacts based on standard fields by enabling top contact management software. Filter contacts data using various attributes like contacts, companies, activities, and notes. Further filter results with contact ownership. Better yet, find every piece of information that matches your search phrase. Sort contacts based on any field.

Automate the Follow Ups

Your agent doesn’t necessarily follow-up with your deals all the time. You can set up the marketing campaigns and emails will be triggered according to the preset time. You don’t have to spend extra time on these follow-ups when we have everything automated for you. With Office24by7, you can customize these follow ups according to your requirement.

Automate the Follow Ups
Reports and Analytics

Reports and Analytics

You can stop worrying about the lost deals and start focusing on the right deals with Office24by7. Our sales CRM will give you the analytics which you can use to determine where you need to spend your time and resources. This way you can make the most out of each of the deals.

Office24by7 Deal Management Tool

Ease of Availability

Ease of Availability

Now you can stay in touch with your clients/deals at any time of the day with our sales CRM. Nurture and close the deals at any time, any place.

In-Depth Analysis

In-Depth Analysis

Conduct in-depth analysis of every one of your deals with our history reports. You will understand what is the bottleneck in the sales funnel with this.

Focus on Right Deals

Focus on Right Deals

Our insights will give you an idea about how good a deal is and is it worth your time or not.

Revenue Forecast

Revenue Forecast

Now you can predict the deals by checking the success percentage and revenue of each of them. You can forecast the revenue for the month, quarter or year.

Greater Productivity

Greater Productivity

Achieve higher productivity by having everything at one place. You can send emails, messages or WhatsApp to close a deal. Your team can also collaborate and to get high-deal values.

Set Deal Parameters

Set Deal Parameters

Have clear parameters such as product status, offers, past deal activities and operational constraints that can affect the company’s revenue.

Renewal Reminders

Renewal Reminders

Send the renewal reminders to your customers whenever required. You can set the time as per your business needs.

Unclog the Pipelines

Unclog the Pipelines

Remove any stagnant deals that are clogging the sales pipeline for more period. Give a time period for your deals and once that time is expired, you can check the revived ones.

Cross sell and Upsell

Cross sell and Upsell

Get your deal interested in the other products that you have to offer. Cross selling and upselling is made easy with Office24by7.

Create Different Opportunity

Create Different Opportunity

If a deal is interested in more than one product that you are offering, then create a different opportunity for them. This way different deals can be tracked individually.

FAQs

Deal management means tracking, organizing, maintaining, prioritizing and analyzing the deals irrespective of wherever they are in the sales pipeline.

The sales pipeline is a process that starts with a lead entering into the system to them making the purchase. There are a lot of steps that are involved and all of them together can be considered as the sales pipeline.

Followup is a time taking process yet is quite essential for businesses. With Office24by7 continuous reminders, your agents will be able to follow up with the deals time and again.

Yes, you can do this. It is important to remove the stagnant deals from pipeline and keep the ones that matter. With our Office24by7 CRM, you will be able to set a proper time period for each of the deals and once it expires, the deal will go and fill in the revive section.

You can copy the deal and create a completely different opportunity for them. This way you can track the sales journey of the two deals without any confusion.

Deal management software will help in knowing the deal flow and understanding it. This way the company will have complete control over the deals and will be able to fasten their closing.