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Sugar Opportunity Management allows your team to close deals faster by sharing consistent sales information, tracking deal progress, and recording deal-related interactions. Customize Sugar to fit how your opportunity management process works, including sales methodologies, account details, and opportunity handling.
Impact
- Share opportunity information across individuals and teams
- Increase sales productivity through standardized sales processes
- Ensure effective opportunity handling through collaboration and workflow
- Tailor sales methodologies to meet your business needs
Sales Force Automation: Opportunity Management
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Opportunity Tracking and Reports
Track and manage multiple opportunities through real-time reporting. View opportunities by team, product or geography in charts and then drill down to understand how the opportunity is progressing. Roll-up and analyze opportunities from across your organization. Understand how different units are performing and what improvements can be made.
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Opportunity Reminders
Ensure follow-through as opportunities progress across sales stages. Designate certain actions that need to be taken and automate reminders to ensure that teams and individuals take the necessary steps to close the sale.
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Customized Sales Processes
Adjust Sugar to fit your sales process. Customize the application to mirror how your organization tracks opportunities or download extensions from the SugarCRM community that track opportunities based on your industry and company size.
