Opportunity management module gives an insight of leads in sales. Simple leads are just necessary information, and that's insignificant unless it is defined as per your needs. This opportunity module does this analysis and filtering leads.
Inside the pipeline outlook, you can watch opportunities at a glance. For quick reference, you can label opportunities so that priorities can show directly based on category:
Hot — this is a topmost priority lead or opportunity, and that should be worked instantly.
Medium — this is a lead, that should be worked as a buyer is active.
Cold — The opportunity is held from the buyer's view.
No person wants to spend time on irrelevant or useless leads, that's why our customer relationship management software is for you. It helps in filtering thousands of leads through this complex mechanism, and you can focus on the most relevant data.
Since a salesperson is sometimes away from the office, their mobile may be their sole connection with CRM, and the opportunity data they need to see and update. CRM365cloud's CRM Mobile App brings opportunity management right to your iPhone or Android mobile.
If a salesperson has some query or having a problem in understanding client's requirement, that's when a salesperson uses task management module and assign a task to the concerned person to arrange a meeting with the client for further discussion.
The purpose of CRM is to reach the client at the right time. This module helps the sales representative to manage their activities and reminds about the follow-ups.