Opportunities Screen in Adjutant 2.0
Modified on Thu, 28 Jan 2016 15:59 by tpaeglis — Categorized as: Adjutant2
General Information
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The Opportunity Screen is used to keep track of possible contracts with (potential) customers or clients.
Opportunities Screen
Info Tab
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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
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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
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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: