DocPlus® CRM Opportunities (Lead Management) provides management and tracking of sales opportunities in a centralized environment, giving sales coordinators an overview of ongoing opportunities, knowing the status of each one.

The categorisation of opportunities can be done according to the business directions that the Beneficiary has, by the groups of products/services offered. The adjacent information structuring the opportunity can provide in reports data for analysis on the sources from which the opportunities originate, the number of opportunities in progress or closed by sales managers, the activities carried out and the documents exchanged with customers.

Basically, the app provides both the sales team, who actually deal with the opportunities, and management with a control and forecasting tool on projects that are about to be signed.from the first iterations to the contract signature, going through all the stages of a sale. The management of activities carried out or planned to be carried out (reminders, meetings) and the addition of documents exchanged during the course of the sales process (requests for proposals, correspondence, offers), provides comfort in keeping this process under control and a traceability that can be audited at any time.

The reports generated from the app provide an overview of business opportunities, forecasting the start of projects and their value, providing information on the status of each sales opportunity.

DocPlus CRM Benefits Opportunities

  • The application provides a unified and standardised framework for managing business opportunities
  • Allows integration with company website for collecting RFPs and bringing them into the application for pickup
  • Through native integration with the email system, incoming email requests can be quickly centralized in the application for seamless tracking
  • Ensures the creation of electronic files containing the necessary information to identify the opportunity, the person responsible, the traceability of the sales process
  • Provides tools for monitoring the opportunity with detailed opportunity data (value, projected closing period, status, activities undertaken, documents changed)
  • Allows the addition of documents/information resulting from interaction with customers, information from various sources:

    1. Content of incoming and outgoing e-mails
    2. Electronic files (Word, Excel, Power Point, other formats)
    3. Scanned images (in various formats) of received and transmitted faxes, correspondence and other types of documents: requests for tenders, offers, orders, contracts, drawings, hand sketches, technical specifications, etc.
    4. Notes of phone calls, meeting minutes, discussions, etc.
  • Obtain reports according to different criteria – opportunity registration date, type of project, responsible, source of opportunity, expected closure period, etc. or more specific on date of last action on opportunities, quantitative summaries on ongoing, closed opportunities, activities
  • The app allows you to search and find information quickly by keywords
  • Ensures protection of information about opportunities – access for restricted groups of users, even for specific opportunities
  • Provides support for planning and organising day-to-day activity, tracking, maintaining and closing opportunities
  • Provides decision support, based on sales forecasting, qualification and consolidation of opportunities, providing an overview of the sales process
  • Streamlines the sales process from prospecting to closing by providing an opportunity qualification methodology for the entire sales team
  • Allows you to add and view activities related to each opportunity, resulting in more effective control of the customer relationship