The Opportunity feature of Tour de Force gives an organization the ability to manage and monitor their sales funnel, and provides the analytics needed to streamline and formalize their sales processes.
An Opportunity in Tour de Force can be used to represent any situation that could potentially produce revenue for an organization. With regards to the sales cycle, an Opportunity represents a potential sale to a prospect or customer, and all activities related to that sale such as Appointments, Emails, Meetings, Tasks, and Quotes are able to be tracked in Tour de Force.
In addition to managing Opportunities, Tour de Force gives an organization a complete view of their sales funnel. A Sales Manager can easily see if there are any bottlenecks or bloated stages in their sales funnel, or if there are an insufficient number of leads at any stage of the sales process.
Opportunity Management
Be Efficient
- Create new Opportunities or review existing Opportunities directly from Microsoft Outlook.
- Generate and auto-populate new Quotations directly from the Tour de Force Opportunity using document templates.
Be Effective
- Track any and all Opportunity information that is important to your organization through the unlimited use of user-defined fields and/or categories.
- Create custom Opportunity lists and reports with the use of extensive filtering capabilities which allow you to filter on any field found in an Opportunity. Use those analytics to streamline and adjust your sales process in order to hit and exceed your sales goals.
- Manage any and all tasks and actions that need to be performed in order to move an Opportunity through the sales funnel, and easily view the status of Opportunities.