Sales Opportunity Tracker (WIN)

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.

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
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