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Office24by7 Opportunity Management Software

Streamline Opportunity Management with Office24by7

Qualify opportunities without letting them fall through the cracks with our wide range of assets.

 360-Degree View

360-Degree View

You can convert your leads into deals by glancing at all of these leads and the important information associated with them in our opportunity management CRM. Track the expected revenue and know at what stage each deal is present so you can work on them further. With advanced filters, you can push these leads further down the funnel.

Collaborate Easier, Better, and Quicker

Office24by7, the best opportunity management software provider, offers in-team collaboration as one of the most important things to get modern sales done. Our opportunity management solution makes collaborating with your peers and different teams inside your organization easy. This will eventually help in the faster closing of deals. You can check the sales activities, share everyday progress, and do much more with our opportunity management software.

Collaborate Easier, Better, and Quicker
Become Data-Driven

Become Data-Driven

Businesses that rely on data-driven decisions are the ones that succeed in the long run. With our sales opportunity management software, businesses will have all the data and analytics for their perusal. These analytics can be used to get valuable insights that drive the business. We made our systems smart so that you can get accurate analytics.

Capture Every Opportunity

One contact can bring multiple opportunities, and Office24by7 CRM is ready to capture everyone without duplication through the opportunity management process. No matter where one contact approaches your organization, our sales CRM will track it, including offline sources. The captured data will be mapped with the existing database, and any duplication will be removed with precision.

Capture Every Opportunity
Smart Distribution

Smart Distribution

Capturing the opportunities is just one part of the deal. You must assign that opportunity to the right agent at the right time to make a sale. Our CRM opportunity management solution offers some preset rules in motion. You can combine these rules with the round-robin manner so that the right rep to close the deal gets in touch with the opportunity.

Intelligent Display

Our intelligent sales opportunity management software will help agents view the most important priorities first and the least ones last. With this, agents can focus on the important ones and then the others. Having set priorities earlier will make your agent's job easier, and they will get to close more deals.

Intelligent Display
Customized Interface

Customized Interface

Our Office24by7 opportunity management system is user-friendly. You can choose what you want to display on the dashboard, in the call pop-up, or anywhere. The CEO and the reporting managers will be privileged to set limits on what agents can view and cannot. There is a myriad of features that are present in our sales CRM that can skyrocket your business.

Office24by7 Sales Opportunity Management Features

Zero Duplication

Zero Duplication

Office24by7 opportunity management system has one of the best deduplication technologies, which will help prevent any kind of data duplication in the opportunities.

Contact Sharing

Contact Sharing

One opportunity may have different requirements, and your agents can contact that particular opportunity alone without conflicts with our opportunity management solution.

One Reference Place

One Reference Place

Everything you need to know about your leads can be checked in the sales CRM. Just one reference point for every little detail you need to know.

Revenue Forecast

Track the Goals

With Office24by7’s opportunity management system, you will have a clear idea about the opportunity, its history, etc., which will help you easily close the deals.

Process Mapping

Process Mapping

Our CRM offers multiple process mapping techniques like customized forms, sales workflows, sales processes, and fields for various products under one system.

Optimize the Process

Optimize the Process

You can set the process your agents must follow and ensure everyone knows what to do and what not. This will increase your entire agent’s productivity too.

Table and Grid View

Table and Grid View

You can change the display settings of opportunities according to your requirements in our opportunity management solution.

FAQs

Sales opportunity management is tracking all the opportunities and nurturing them so they can be turned into potential customers.

The opportunity management process helps track and manage the opportunities at every pipeline stage. You will be able to track every one of the opportunities and close deals quickly.

At Office24by7, we have a smart distribution method for the opportunity management process. This method will help assign opportunities to agents based on their skills and background.

Yes, you can see the interaction history of a particular opportunity. The entire journey is documented from the day they entered the sales pipeline to turning into a customer.

You don’t have to worry about duplication. We have the best deduplication system to ensure that no opportunity is repeated.

No, they are not. The lead is a person in the starting stage of the pipeline, while the business has a clear idea of what an opportunity wants and how much their business amount to.