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Opportunity Management Software

 360-Degree View

360-Degree View

Leads are the ones that have the capability to convert into deals. You can have a glance 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 of these deals is present so that you can work on them further. With advanced filters, you can push these leads further down the funnel.

Collaborate Easier, Better, and Quicker

In-team collaboration is one of the most important things to get modern sales done. With Office4by7, it becomes easy to collaborate with your peers and different teams inside your organization. This will eventually help in the faster closing of deals. You can check the sales activities, share everyday progress and do a lot more with our opportunity management CRM.

Collaborate Easier, Better, and Quicker
Become Data-Driven

Become Data-Driven

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

Capture Every Opportunity

One contact can bring in multiple opportunities and Office24by7 CRM is ready to capture every one of them without any duplication. No matter from where one contact approaches your organization, our sales CRM will track it and of course, we are talking about offline sources too. The data that is captured will be mapped with the existing database and any sort of duplication will be removed with precision.

Capture Every Opportunity
Smart Distribution

Smart Distribution

Capturing the opportunities is just one part of the deal, if you want to make a sale you have to assign that opportunity to the right agent at the right time. As our client, you get a chance to have 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 CRM system will help agents view the important priorities first and end with the least ones. With this, agents can focus on the important ones first and then the others next. Having set priorities earlier will make your agent's job easier and they will get to close more deals too.

Intelligent Display
Customized Interface

Customized Interface

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

Office24by7 opportunity Management Features

Zero Duplication

Zero Duplication

We have one of the best dedupe checking technology which will help in the prevention of any kind of data duplication that is present in the opportunities.

Contact Sharing

Contact Sharing

One opportunity may have different kinds of requirements and your agents can contact that particular opportunity by themselves without any conflicts.

One Reference Place

One Reference Place

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

Revenue Forecast

Track the Goals

With Office24by7, you will have a clear idea about the opportunity, their past history, etc. which will help you in closing the deals with ease.

Process Mapping

Process Mapping

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

Optimize the Process

Optimize the Process

You can set the process that your agents have to follow and make sure that everyone has an idea of 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 requirement.

FAQs

It is the process of tracking all the opportunities and nurturing them so that they can be turned into potential customers.

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

At Office24by7, we have a smart distribution method. This method will help in assigning the opportunities to agents as per their skill and background.

Yes, you will be able to see the interaction history of a particular opportunity. Right from the day they have entered the sales pipeline to them turning into a customer, the entire journey is documented.

You don’t have to worry about duplication. We have the best dedupe checking system in place that will make sure that no opportunity is repeated time and again in the system.

No, they are not. The lead is a person who is in the starting stage of the pipeline whilst the business have a clear idea of what opportunity they want and how much is their business amount too.