Opportunities are an integral part of a company's success. They come in all shapes and sizes, from current customers to new demographics to new products to new markets to new lines. They come from a variety of sources, manufacturers' marketing campaigns, trade shows, and social media. How you guide these opportunities through your sales funnel will determine the results of your sales efforts.
Being able to keep track of your activities during the sales process helps the sales team register more wins:
- Sort and filter by name, manufacturer, prospect, campaign, type, sales phase, dollar volume, projected closed date, or close reason. Know specifics when reporting to your manufacturers.
- Update, in bulk, all designs waiting on a backordered part. Easily let your prospects know the latest time frame for delays or shipments.
- Use the Chart view to see, at a glance, numbers and dollars in each Sales Phase, over time, and Won/Lost ratios. Click "Show Data" to see the same metrics in a data table.
- Use the Calendar view to see deals in an Agenda/Month/Week/etc., based on Opened Date, Projected Closed Date, or any other date Know what you have to follow-up on this week or by the next due Opportunity.
Using Opportunities in MRSweb helps your team focus when call planning, while in-the-field, and when following up; helps you to manage your projects, deals, jobs, and bids more effectively; makes reporting to your manufacturers easier.
RSS Feed