Page History: Opportunities Screen in Adjutant 2.0

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Page Revision: Thu, 28 Jan 2016 15:43

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: