The Funnel Manager in Tour de Force CRM is a tool that gives an organization the ability to analyze and evaluate their sales funnel or sales pipeline. Using the Funnel Manager, sales representatives, sales teams, sales managers, and executive leaders can efficiently measure their sales funnels and make the appropriate changes to their sales processes.
Funnel Manager: 3 Distinct Methods of Analyzing the Opportunities within an Organization
Summary View
- The Summary View allows a user to analyze the historical results at any level of the organization, by sales representative, branch office, territory, region, or across the organization at the corporate level. Within the Summary View, a user can analyze historical results in yearly, quarterly, or monthly increments.
Group Analysis
- The Group Analysis allows a user to select any field that is available on an Opportunity, such as primary vendor, salesman id, branch, close probability, or sales stage, and create a sales funnel based upon that field and the projected close date of the Opportunity. Within the Group Analysis, the funnel can be viewed by week, month, quarter, or year.
Detailed Analysis – Grid View
- The Detailed Analysis – Grid View allows a user to create an unlimited number of views of their Sales Funnel in a grid format. These views can be created by filtering on any combination of fields found on an Opportunity, and can be saved for future use.
Tour de Force CRM Funnel Management
Be Efficient
- Easily analyze and evaluate your Sales Funnel.
Be Effective
- Identify where the leaks are in your Sales Funnel and make the appropriate changes to your Sales Process.
- Anticipate when sales are going to slow down and take proactive action to reverse those trends.