The Sales Opportunity Tracker (WIN) upgrades your opportunity management practice to a simple yet powerful online solution that standardizes the management of opportunities throughout the entire lifecycle.

The application eliminates fragmented and cumbersome approaches to opportunity tracking by providing a centralized application where users can create, update, collaborate, search, and report on opportunities from any device at any time. WIN provides:

  • Data validation and customizable business rules that help ensure data integrity and enforce consistent and complete data entry.
  • Real‐time opportunity pipeline, activity, win/loss, and other reports and graphs that provide visibility and insight into current and past performance.
  • The ability to link opportunities to the included customer record or easily integrate them with your existing CRM system.

Records:

  • Opportunities
  • Customers

Screenshots


  Return to Marketplace