Opportunity Management

There are plenty of famous quotes regarding opportunity. Many have a similar theme: "how a person manages challenges and opportunities presented to him or her reveals much about that person". The same could be said about your company.

Many organizations have developed a process for selling products or services that has developed over time and proven very successful. This sales process typically consists of crucial steps, or sale stages, that must be completed in order to be more effective at closing sales.

Tour de Force gives companies the ability to streamline and formalize that sales process in order to manage a "Sales Funnel" more efficiently, and to make sure everyone in the organization understands and uses the critical steps in the sales cycle.

Tour de Force also gives sales teams the ability to see how many leads are associated with each step, whether there are any "bottlenecks", and if there are too few leads at any stage. Sales Managers can use this information to help their sales force set priorities during the selling process.

Sales Managers can also use the "Sales Funnel" to work closely with marketing departments to ensure a sufficient number of leads are being generated to reach sales goals, whether the leads are of high enough quality, and what needs to be performed to reach sales goals.

Tour de Force can be used to clearly show what adjustments must be made within the sales process to hit sales goals.

Opportunity Management Features:

• Unlimited User Defined Fields.
  Create Opportunities with virtually unlimited user-defined fields to specify the details of the Opportunity
  
  

• Linking Contacts to the Opportunity.
  Link all influencing Contacts within the database to the Opportunity and assign a user-defined role for each Contact
  
  
• Export Opportunities.
  Export Opportunities with extensive filtering using the Advanced Export module
  
  
• Contact Notes.
  Track Contact-specific notes to an Opportunity
  
  
• Task tied to Opportunities.
  Create new and assign Tasks specific to an Opportunity and maintain the linking to the parent Account or Contact
  
  
• Forecasting Opportunities.
  Generate forecasts for all Opportunities based on probability of close
  
  
• Linked Actions.
  Generate linked actions for all linked Contacts of the Opportunity
  
  
• Enterprise Templates.
  Access enterprise templates directly from an Opportunity
  
  
• Linked Activities.
  Link Sales Activity directly to an Opportunity
  
  
• Linked Expenses.
  Link individual Expense items to an Opportunity
  
  
• Tracking Revenue.
  Track major revenue streams of an Opportunity with the use of line item forecasting of an Opportunity