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Opportunity Management

Maximize revenue on each opportunity and close deals with structured opportunity management

The most important deals are won and lost at the opportunity management stage of the sales process. This is also the phase in which sales management can get clarity and accurate forecasting—or a forecast that is very hard to factor effectively.

Pivotal CRM makes a structured approach to opportunity management a breeze for sales teams. With an intuitive interface, visual workflows and opportunity milestones built right in, diligent opportunity management doesn’t just help sales management gauge the forecast, it visibly helps salespeople close deals and make money. Integration with everyday tools like Microsoft Office ensure that every interaction with a customer or prospect is captured. Pivotal Sales really is CRM salespeople will love.

Key Features

  • Microsoft Outlook Integration
  • Microsoft Office Data Interaction
  • Team Selling
  • Quote and Proposal Management
  • Revenue Forecasting
  • Territory Management
  • Mobile Solution
  • Call Scripting
  • Opportunity Management
  • Relationship Management
  • Sales Efficiency Tools
  • Multi-Channel Sales Integration
  • Automated Price Calculations
  • Discount Management
  • Order Management
  • Competitive and Industry Intelligence
  • Expense Management
  • Sales Analytics

Here’s what Opportunity Management can do for your sales team

Make Your Sales Process Your Competitive Edge

Embed proven best practices by making Pivotal CRM your sales activity hub. More importantly, Pivotal CRM is flexible enough to mirror your company's existing sales process. There's no need to abandon your tried-and-tested processes to match the technology; Pivotal CRM fits the way you work.

Integrate With Other Everyday Tools

Leverage features including one-click access to sales data from Microsoft Office applications, plus one-click storage of Microsoft Outlook e-mails to ensure all prospect and customer interactions are captured in their Pivotal CRM system.

Improve Revenues With Better Pipeline Management

Track progress against goals for more proactive pipeline management with access to real-time deal and opportunity status. Identify issues and roadblocks before they jeopardize deals.

Accurately Forecast Revenues

All lead, prospect, and sales information is gathered in a single database, allowing you to produce consolidated, accurate revenue forecasts in real time. Quickly and easily analyze data to reliably predict business performance.