Opportunity Assessment and
Sales Process

Increase Visibility Into Sales Process
to Improve Performance

With this tool, sales representatives can determine the likelihood of winning any given opportunity by reviewing the current relationship standing and history, including likelihood of closing. The Sales Process Tool also enables the sharing of best practices and efficiencies through knowledge
base links. 

Opportunity Assessment provides guidance on where additional sales focus is needed. The Assessment tab provides insight into the opportunity so managers can provide assistance or targeted coaching to win the business. You can also ensure that critical qualifying questions are asked with every opportunity. They can also properly align company resources (technical or otherwise) based on opportunity and sales assessment stages.

Features and Benefits  Assess Opportunities and Follow a Standardized Sales Process:
  • Streamline processes and improve performance
  • Implement best practices and standardize
    opportunity analysis
  • Increase usability and history