Sales Opportunity Tracker (WIN)

Overview

The Sales Opportunity Tracker (WIN) upgrades your opportunity management practice to a simple yet powerful online solution that standardizes the management of opportunities throughout the entire lifecycle.

Key Features & Functionality

The application eliminates fragmented and cumbersome approaches to opportunity tracking by providing a centralized application where users can create, update, collaborate, search, and report on opportunities from any device at any time.  WIN provides:

• Data validation and customizable business rules that help ensure data integrity and enforce consistent and complete data entry
• Real-time opportunity pipeline, activity, win/loss, and other reports and graphs that provide visibility and insight into current and past performance
• The ability to link opportunities to the included customer record or easily integrate them with your existing CRM system

Records:

• Opportunities
• Customers