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Opportunity Management

Benefits

EBSuite's sales opportunity management enables sales managers to effectively manage their sales teams. It provides a single "hub" to update sales opportunity information, track sales status and organize all important communications. Using EBSuite's sales workflows to implement your "best practices", sales representatives spend more time with prospects and less in software. Managers are confident to report and monitor their sales pipelines.

  • Implement top performance sales methods
  • Increase sales pipeline velocity
  • Track all the information to match your business
  • Easily manage multiple sales simultaneously
  • Optimize lead follow-up from initial contact to closed sale

Highlights

Track Sales Opportunity

Track each sales opportunity step, provide a single resource to update sales opportunity information, track sales status and organize all important communications.

Sales Opportunity workflows

Implement your sales "best practices". Turn average sales representatives into top performers, with EBSuite's sales opportunity workflows. Differentiate your sales team by leveraging our unique integrated workflow builder. Automate every step in the sales cycle. Sales representatives love its time saving freedom.

Product Catalog & Interest Tracking

EBSuite's built-in product catalog enables you to leverage what CRM is all about, customers and their relationship to your products / services. EBSuite's product catalog helps your team create / track sales quotes, product interest, multiple price books, product brochures and product purchases. In addition, create recurring product purchase schedules for re-purchase and delivery terms.

Opportunity Alerts & Reminders

EBSuite's sales opportunity workflows will automatically schedule and send alerts and reminders for each sales opportunity step. Receive reminders on-screen, by email, and text messages to mobile devices.

Accurate Sales Opportunity Analytics

Delivery accurate sales forecasts to upper management. Scan your sales dashboards to analyze your sales pipeline. Easily identify and eliminate any holdups in the sales cycle. Adjust tactics to increase sales opportunities.