SmartOpportunities - Key Features

The key features of the SmartOpportunities module are as follows:

• SmartOpportunities activity outcome is integrated for a seamless, powerful user experience that eliminates the need to navigate to different areas of the application. The Activity Outcome dialog box introduces all of the necessary information needed to meet the daily needs of the user.
• SmartOpportunities links with the SmartPolicies and SmartCaseManager modules, providing a complete user experience throughout the sales cycle.
• Managers can actively define the individual steps of the sales process to handle different sales methods (e.g., Retail vs. Corporate).

• Opportunity stages are customizable to handle the different sales cycle stages.
• Specific opportunity actions can be defined for the different stages of the sales process (e.g., Send a Letter, Create an Activity and Send an Invitation to a Seminar).

• Fully customizable opportunity stages correspond to specific activity outcomes.
• Multiple owners can be assigned to one opportunity.
• When creating a new opportunity from any of the Contact, Marketing or SmartOpportunities with Marketing Campaign (handling options) modules, the handling options are automatically processed when the opportunity is saved.
• Users can quickly change strategies to determine the best course of action.
• Users can list all competitors with their strengths and weaknesses.
• Users can quickly identify high revenue prospects using the Sales Pipeline report.
• Users can analyze the amount of sales made per Campaign with the Campaign Opportunity Report Summary.
• Managers can review activities and plan the best course of action to secure sales.
• Users can target any market by classifying them in specific groups (e.g., Prospects).

• The SmartOpportunities module interacts with and enhances the function of other SmartOffice base system components and optional modules, such as activities, contacts, household marketing/marketing campaigns and events.
• The user-friendly interface enables swift navigation and easy comprehension.
• Users can review opportunity-specific activities and letters to quickly determine the next course of action.
• Managers can review all opportunities from an Opportunity List to improve decision-making and help identify best practices.
• SmartOpportunities maintains a list of contacts that can assist the user with sales as well as needed resources to complete the sale.
• Users can generate a variety of reports using Dynamic Reports™ and Microsoft® Excel®.
• The SmartOpportunities module enables users to save time by streamlining processes and promoting efficient organization, leading to cost savings (direct and indirect) while improving customer satisfaction.
• Users can quickly add multiple opportunities to a contact.
• SmartOpportunities enables the user to export and import process definitions from the opportunity setup process list.