DocPlus® CRM Projects and Opportunities is a robust solution for simple and efficient management of projects and opportunities for opportunities.
Both management and the sales and project management team, or other interested parties, can track with this application customer relationship history and status of each sales opportunity, as well as the actual progress of projectsand can forecast future revenue based on this information. Moreover, the application supports the internal processes of the organization, by monitoring the efficient structuring of documents exchanged in the relationship with customers, suppliers, collaborators.

Mobile users benefit from the offline technology that is a feature of DocPlus® applications, allowing them to work with the application from any location outside the office.
The CRM Projects and Opportunities application allows you to track the status of opportunities, going through the entire sales cycle, from prospect identification, to quotation, to closing the deal, going through all the steps of a sale.

The records in the application allow quick retrieval of information, obtaining a history of the project, from the first interaction to its completion, whether managing documents specific to the sales activity or collecting documents, information resulting from the development of a project.
Importantly, data remains in the organisation regardless of staff movements and can be used without wasting time reconstructing critical information, in most cases reconstruction is virtually impossible.
The reports generated from the application provide an overview of business opportunities, forecasting the start of projects and their value.
The CRM Projects and Opportunities application allows the management of products and services offered, grouped according to several criteria, providing a centralised basis useful to interested departments.

DocPlus CRM Projects and Opportunities Benefits

  • The application provides a unified and standardised framework for customer relationship management
  • Ensures the creation of electronic project files containing the necessary information for project identification, project organisation and definition of responsible persons
  • The CRM application provides tools for monitoring the opportunity with detailed opportunity data (value, expected closing period, status)
  • Provides a detailed picture of the project by grouping documents according to project stages (tendering, contracting, project implementation, monitoring, etc.) and document types (correspondence, bids, meetings, internal documents, etc.)
  • The application allows the organisation of documents and information resulting from the interaction with partners, information from various sources:

    1. Content of incoming and outgoing e-mails
    2. Electronic files (Word, Excel, Power Point, Autocad, 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.
  • Allows reports to be obtained according to different criteria – document date, applications received, tenders submitted, orders/contracts, project manager, etc.
  • Provides the ability to search and find electronic documents by keywords
  • Allows quick viewing of the latest documents exchanged with partners, tenders, contracts, other documents, as well as the latest activities carried out by project officers
  • Ensures protection of project information – access for restricted user groups
  • Provides support for planning and organizing daily work, tracking, maintaining and closing opportunities
  • Provides support for mobile (laptop) users to work off-line (no permanent connection to the application server) or to connect to the company server (via replication technology)
  • Provides decision support, based on sales forecasting, qualification and consolidation of opportunities, providing an overview of the sales process
  • Optimizes the sales process from prospecting to closing by providing an opportunity qualification methodology for all sales managers
  • Allows you to add and view activities related to each project, resulting in a more efficient control of the relationship with the partner
  • Provides a structured list of products and services provided by the company, along with various features, functional specifications, price