Important Features that Every Opportunity Management Software need

Customer Relationship Management (CRM) solutions are basically software systems that a business can use to increase sales, stay in touch with current customers, and make sure that no opportunity is missed. CRM systems are a place to keep track of and store all interactions with prospects and customers in one place. 

Companies that are looking to the future know that in our data-driven business world, it is important to have some kind of system to make sure that every account, lead, and the prospect is properly managed and followed up on. In this post, we'll talk about Office24by7 and how its CRM Opportunity Management Features can help your company close more sales.

Office24by7 opportunity management software is a next-generation cloud-based CRM software solution. It is one of the most affordable CRMs for small to mid-sized businesses and has full features for marketing, sales, customer service, and even project management. 

At the heart of any opportunity management system is the ability to manage leads well so that opportunities can be tracked and more sales can be made. Office24by7 has a lot of features for managing opportunities, such as:

Sales Intelligence

Sales intelligence is built in. InsideView Insights, the best business-to-business database, is used to power the sales intelligence built into Office24by7.  

• Accounts & Contacts can be updated with information from more than 40,000 sources.

• Find and add people who fit the bill

• Look at in-depth profile info

• Add your Accounts and Contacts to watchlists and get weekly updates to stay informed.

Manage leads well

Increase your new sales. Having a best-practice prospect management process built-in will help your team increase the number of prospects who become customers and bring in more net new revenue.

• Make lists of prospects you want to talk to, and with one click, add them to your CRM.

• Fill in blanks on prospect records and add key contacts.

• Our prospect sales process will show your salespeople the best way to sell.

• Do the right things to qualify prospects and turn more of them into opportunities.

Sale Forecast

• Improve how well you can predict sales. Office24by7 has a sales process based on best practices that will help your team win more deals. Your sales forecasts will be more accurate if you use the tool that we made ourselves.

• Make sure every chance is handled well.

• Make it easier to win.

• Improve the accuracy of forecasts

• There is a library of dashboards and reports for sales analysis.

Drive Additional Revenue 

Manage your customer accounts well to bring in more money and keep customers from leaving. Our built-in, best-practice account management process will make sure that every customer account is properly managed.

• Make sure customers are happy.

• Make your bonds stronger.

• Make more money from customer accounts.

• Reduce people leaving

The Best and Most Complete Sales Analysis 

Office24by7 opportunity management software keeps track of over 30 sales metrics and key performance indicators (KPIs) automatically. Our Sales Analysis app comes with nine full-page sales dashboards that tell you everything you need to know about how your sales are doing.

• Average lengths of the win/loss sales cycle

• A look at the sales team's activities

• Analysis of Lead/Prospect Conversion

• Source Tracking in Marketing

• Win/Loss

Native Outlook Integration 

Office24by7 for Outlook is not an add-in like most other CRM Outlook integrations. Instead, it is a native, light, server-based app. 

When your users have Office24by7 for Outlook, they never have to leave Outlook. Some features are:

• View CRM information from within an email

• Emails are automatically added to the CRM record

• Any CRM record can have emails added to its history (Account, Contact, Opportunity, Case)

• Appointments, Meeting Requests, and Tasks can be synchronized in both directions.

• Account, Contact, and Customer Service Case records can be made quickly from an email.

Benefits of Opportunity Management Software

Here are some of the most important reasons to use a CRM tool for opportunity management:

Improves Lead Management CRM helps you manage leads for your business by keeping all of the information in one place and making it easy for team members to access. It gets leads from different places, like web forms, surveys, etc., and stores them in one place.

The 360-degree view of lead data lets your sales team customize interactions with prospects and reach out to them at the best time. You can sort your leads into groups and send them to the right sales reps with CRM.

Provides Better Visibility Into Sales Pipeline

CRM tools give you a better view of your sales pipeline and the processes that go with it. This lets you see where opportunities stand in real-time and decide how to rank them.By analyzing the data, you can stay up-to-date and make better business decisions. You can also use the suggestions and insights that come from CRM data to improve your business offerings and make them more relevant to your target market.

Repeated tasks are done automatically

With a good opportunity management system, you can automate time-consuming tasks like entering data, making appointments, routing leads, sending reminders and emails, and scheduling appointments. Your sales team will be more productive at work because they don't have to do as much work by hand.

Automation also gets rid of manual mistakes and inconsistencies, which helps businesses do better. It also helps cut costs and make work processes more uniform. At different points in the sales cycle, you can set up triggers to do things automatically. This cuts down on unnecessary delays and makes things better for customers.

Ensures that everyone is on the same page

Smart suggestions and real-time alerts can help your salespeople focus on the right opportunity at the right time. These insights can also help them think more carefully about the opportunities and improve their chances of making the sale.

With alerts and notifications that happen in real-time, everyone on the team can stay up to date on any changes or new developments in the sales pipeline.

With email integration, you can get everything in one place

Integration of email can help you stay on top of all communications, which can help you manage opportunities better. All the interactions and information about them are kept in one central place. This makes outreach more effective and tailored to each person.

You can easily find emails you've already sent or received, and you can make notes for each contact to keep your interactions uniform. You can also use templates that have already been made and set up automated delivery to connect with opportunities at the right time.

Wrapping It Up

Get your hands on the best opportunity management software- Office24by7 now. For more details give us a call on +91 7097171717.

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