CiviPlus has an extensive range of tools to power sales opportunity tracking. Highlights include:
A interactive dashboard view of all individual opportunity records
Customisable categorisation of different types of opportunity / prospecting workflows
The tracking of the potential financial value of sales opportunities / prospects
Amendable statuses for each workflow
These can be manually adjusted, or automatically progressed based on automation rules
Activities that can be added to individual records, or automatically as standard for certain workflows
Creates a timeline format within a section of the individual record
Intuitive process to create new opportunity records manually
Numerous options to automate the creation of opportunity records
e.g. via linked webforms
The option to add custom fields to certain opportunity workflows, with many different field types available
The ability to automate certain actions, dependent upon particular changes made to individual records
e.g. a follow-up email 7 days after an initial call
The content of automated communications can be customised with data from an opportunity record, increasing efficiency