Sales and Opportunity Management
Every company’s got one. You know, the super-star sales rep who’s always driving business, exceeding sales goals and finding new ways to create sales opportunities. Too bad you can’t clone them. But are they really that deft, or just more structured?
Let ConnectWise completely automate your sales management process and make it easier for your reps to remain squarely focused on closing the best opportunities.
Our Sales Dashboard feature makes tracking sales information faster and easier – helping to keep sales reps motivated and diligent at updating information. It also allows for each salesperson to track sales against their goals and quotas in real time.
It simplifies their job and gives you the accountability that you’ve always wanted.
A complete quoting sales management module specific to the IT industry is available from QuoteWerks. Seamless integration allows the two products to work as one.
| Take the subjectivity out of sales team review. The ConnectWise Sales Point System allows you to objectively evaluate an individual salesperson's efforts at attaining new business. And tracking sales against marketing campaigns even allows you to evaluate your marketing efforts. |
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Sales and Opportunity Management Feature List
- Supports multiple locations
- Supports multiple departments
- Robust opportunity management
- Sales dashboard
- Recurring revenue
- Sales pipeline support
- Executive level reporting
- Sales team support
- Document attachment
- Integration to QuoteWerks
- Roles based security
- SSL supported
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See the other Sales Force Automation modules
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