Opportunity Management
Optimise your opportunity pipelines with centralised customer and sales data, accessible from anywhere at any time, with Access CRM’s full Opportunity Tracking software.
Your entire Sales team on the same page at all times
Shorten your sales cycle
Progress quality leads seamlessly through the sales funnel while tracking activity at every stage with Access CRM’s Opportunity Management system. Set follow-up tasks, predict the win rate, and share valuable data with the whole Sales team when you use CRM to customise your pipelines and standardise you sales process.
Monitor leads through the funnel
Make sure every touchpoint in your sales funnel is as efficient as possible for both your staff and customers, better understand where your opportunities are falling through, and get a better overview of all sales activity in one place.
Benefits of Opportunity Tracking
- Ensure all your leads match your ideal customer profile (ICP)
- Personalise your opportunity pipeline to encourage repeat orders
- Use sales data to generate insightful reports with key growth metrics
- Provide a brand-approved sales process to your prospects that is proven to increase conversion rates
- Customise your pipeline to the needs of your Sales team and target market to create a process your whole organisation can get on board with
Opportunity Tracking Features
Stimulate Growth
Get a better understanding of your customer needs so you can implement positive changes in your sales pipeline.
Kanban View Pipelines
Access CRM gives you a foolproof view of your opportunity status that your whole Sales team can understand and refer to at any time.
Opportunity Guttometer
Predict the likelihood of a closed sale and use this metric as a key performance indicator (KPI) in a detailed report to measure company-wide sales performance.
Tailored Workflow
Create a pipeline that works for your team without limiting yourself. Every lead is different, so Access CRM lets you shape your workflow in a way that will improve your win rate.
Assign Tasks
Ensure your leads are progressing through the sales funnel at an accelerated pace by assigning follow-up tasks to yourself or your colleagues to keep the sales cycle in motion.
Distribute Your Efforts
Using accurate sales forecasts, you can identify where your wins might be situated with ‘Worst’, ‘Likely’, and ‘Best’ statistics.
Users that love CRM with Opportunity Tracking
Opportunity Tracking FAQs
What is CRM Opportunity Management?
Opportunity Management in CRM systems should consist of opportunity and sales pipelines that highlight the different stages of the selling process, ultimately enabling the end-user to make data-driven decisions.
How can I use Opportunity Tracking in my business?
Use opportunity tracking to better manage your opportunity pipelines, refine processes, and boost sales efficiency.
How much does the Opportunity Tracking feature cost?
Opportunity tracking is an essential and powerful feature of Access CRM and is available on all subscription plans.
Why choose Access CRM?
Access CRM’s unique Inventory Management and ERP integration turns your back-office data into valuable insights and actions to increase customer lifetime value – automating your analytics and eliminating the disconnect between Inventory Management and CRM.