Part 8: Sales Force Automation, Opportunities & Expense Reports

Opportunity Pipeline Management

Track potential sales deals from initial lead through closing. Define Sales Phases (Lead, Qualification, Proposal, Bid Submitted, Won/Lost), Close Probability percentages, and Estimated Close Dates.

Scientific Commission & Value Forecasting

Calculate weighted revenue and commission forecasts automatically across sales reps, product lines, and territories using historical win/loss ratios.

Marketing Campaigns & Target Lists

Create targeted customer audience lists based on purchase history or CRM categories. Distribute email blasts and track campaign conversion rates.

Expense Reports & Receipt Allocation

Track sales rep travel expenses, meals, entertainment, and mileage. Allocate expenses to specific Principals or Projects and export approved expense reports to QuickBooks.