Opportunity management

Opportunity tracking

Manage all opportunities in Sales Creatio using the out-of-the-box business process. Define tactics for each opportunity, identify key decision makers, track competitors, analyze their strengths and weaknesses. Generate sales forecasts taking into account client’s budget, opportunity stage and probability.

Opportunity history

For each opportunity regardless of its status track its complete history: activities, emails, quotes, feed discussions, files and notes. When analyzing you can return to any stage of the customer interaction based on the chronology of events.

Out-of-the-box sales process

The system is equipped with out-of-the-box best practice processes for corporate sales. The process is designed to disseminate best practices for extended sales cycles, thereby greatly increasing sales manager’s chances to successfully close a deal. Action dashboards guide users through the next steps that need to be accomplished in order to effectively manage opportunities at each stage of the pipeline and close deals faster.

Sales initiation

Convert leads into opportunities by defining executives, client’s budget, needs, and time for decision making. When creating a new opportunity the system automatically runs reference process to simplify the manager’s work.

Qualification

Analyze and specify your customers’ needs taking into account the information gathered with Sales Creatio. Opportunity page displays key indicators that can help assess probability of closure for each opportunity. Having analyzed each opportunity, reject or confirm further participation in a deal, and assign a sales rep to own the opportunity.

Presentation

Choose the appropriate presentation from the digital library where all sales assets are stored. Identify decision makers to focus your efforts on and ensure better results. The underlying process will remind you to send the meeting minutes upon completion of the presentation summarizing all decisions and agreements that were made.

Develop and submit a proposal

Leverage valuable data collected throughout the negotiation process to effectively define the sales tactics. Prepare proposal, calculate appropriate pricing and attach corresponding documents linked to the opportunity. Easily approve proposals internally by simply following the steps of the document approval process.

Contracting

Close the deal by following the guidelines of the contracting stage. With the help of the reference process for document approval you will easily pass the approval stage and have all the paperwork done for signing. Don’t forget to register your win in the system and get yourself on the leaderboard!

Sales pipeline

Leverage the sales pipeline tool in the system to analyze the company’s performance at each opportunity stage, identify “bottlenecks” in the opportunity management process. Assess conversion between the stages, evaluate pipeline integrity, compare the pipelines by individual sales reps or departments. The system allows you to drill down into the particular opportunity stage and see the number of opportunities at this stage and the sales volume by sales reps.

Sales analytics

Get comprehensive statistics on opportunities in Sales Creatio. Evaluate the efficiency of sales on each of the stages, identify best sales reps using the “Sales Leader” dashboard or monitor the efficiency of the sales department as a whole with the help of the “Sales Pulse” dashboard.