General Information
The Opportunity Screen is used to keep track of possible contracts with (potential) customers or clients.
 Opportunities Screen |
Info Tab
Company: Potential client or customer to have contract with (the company should have already been inputted in the organization function)
Opportunity Name: Name of the opportunity which will create manually
Account Manager:Salesperson:Value: Value of the potential client or contract
Budget: What they have budgeted for this contract/project
Competition 1: Who is your number one competition for this client/contract. This is a drop down and more options can be added through rule maintenance.
Competition 1 (Strength): What is your number one's competition for this client/contract. This will be manually input.
Competition 2: Who is your number two competition for this client/contract. This is a drop down and more options can be added through rule maintenance.
Competition 2 (Strength): What is your number one's competition for this client/contract. This will be manually input.
Full Description: Full description of this opportunity. This a manual input and can be as detailed as needed.
Unique Selling Position: What is your unique selling position for this client/contract.
Decision Tab
The decision tab is where you put in the details of the potential client/contract decision. You can also include decision makers or contacts that will help you win this opportunity from the inside.
Role: What is the role of the contact
Name: Name of the contact
Goals: What is their goal
Modes:Rating: What do they think of our software
Average Rate:Strength:Improvement on Position:Benefits for Client:Red flags:Action Item on Red Flag:Timing:Concerns/cautions:Steps:Strength:Decision Making Criteria:
Status Tab
The status tab is where to keep track of the status of the opportunity.
Estimated Closing Date:Close percentage:Age:Date Won/Lost/Dead:Won/Lost:Winner:Sales Cycle:Next Sale Cycle:Why Won?:Step:Days:Remarks:
