Increase your chances of closing a sale with Solastis CRM for opportunity management
Level up your selling efforts with Solastis CRM for opportunity management by identifying genuinely interested customers.
How can CRM for opportunity management increase the chances of closing more deals?
Visualize clear opportunities using CRM
Get a simplified yet overall view of your sales pipelines and spot the genuinely interested opportunities
Identify opportunities that have been idle for too long
Monitor every stage in your pipeline closely and spot the opportunities that are lagging or have been idle too long so you can decide your approach towards them
Move opportunities through the sales pipeline smoothly
Use a checklist after every stage in a sales pipeline to know if you have taken all the required actions to move the opportunities to the next step
Why should you choose Solastis CRM for opportunity management?
Solastis CRM has a sequential task management tool with which you can split your sales pipeline into systematic stages. By following a logical order for your sales process in Solastis CRM for opportunity management, you can ensure that you have taken the required steps before qualifying a lead as an opportunity. For example, you have identified that the prospect is genuinely interested, and you know the right person who makes the buying and budgeting decisions.
In Solastis, you can also create an automated checklist to doublecheck if the sales team is on the same page and that the opportunity is authentic. Further, you can monitor your opportunities in the sales pipeline closely and improve your sales forecasts by generating reports.
Features of Solastis CRM for opportunity management
Define the tasks to move opportunities ahead in a sales pipeline and execute them in logical steps in Solastis CRM
- Split a sales pipeline into sequential stages and monitor your opportunities closely
- Create checklists and prompts after every stage in a pipeline to ensure that the sales representative has taken all the necessary steps to convert a lead into an opportunity or to move the opportunity ahead
Prioritize which opportunities to focus on with an overall view of your pipeline
- Get a comprehensive view of each stage in the pipeline as well as an overall view of your pipeline
- Spot which opportunities have the most of chances of conversion and concentrate on them
- Identify which opportunities are the weakest and decide the appropriate course of action, whether to get rid of them or follow up on them or change your approach towards them
Improve sales forecasting by measuring your opportunity management performance
- Measure the efficiency of each stage in a pipeline
- Measure the effectiveness of all the actions and tasks in each stage
- Identify bottlenecks and implement improvement strategies swiftly
What is opportunity management? Why should you use CRM for opportunity management?
Let’s first understand the primary difference between leads and opportunities concerning the sales process.
Leads could be contact information that you could have gathered through cold calling, third-party data, and other marketing channels. After you have gathered information on your leads, you are likely willing to invest more resources at your disposal, so that these leads become opportunities. Leads convert to opportunities only when you identify them as genuinely interested parties who have the budget to invest in your product or services. You should also know and start communicating with the person who has the authority to make the buying decision. CRM for opportunity management can streamline how can you make the most of your resources by organizing all the data and improve your communication with your prospects.
Also, opportunity management may not stop at qualifying leads in a sales process. For efficient sales management, it is imperative to keep moving the real sales opportunities to the next stage in a sales pipeline. CRM for opportunity management also provides you with useful analytics to help you transition smoothly from one step to the next one by letting you monitor and assess sales pipeline carefully.
An Advanced Case Management platform using which you can digitalize any business processes. Create multiple case types for separate business processes.
Create sequential steps in your case.This ensures that the Case is moving in an efficient and predefined order. You will also know exactly where case is stuck.
You can assign each task (within a case) to a different employee based on his skills. Automatically assign these tasks to CRM agents.
Solastis CRM provides rich functionality to design authorization roles to suit your exact needs. Full flexibility in defining objects as well as roles.
Emails are perhaps the most important aspect of a CRM system. Solastis CRM provides full email integration. Never miss an important update.