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Win more business and convert more prospects into clients by effectively managing the prospect pipeline and delivering accurate, compelling, timely quotes and proposals
Enter leads and prospect information, create and delegate to dos and reminders, and monitor deals in one shared application. Sales managers have immediate access to real-time sales data.
Better pipeline management means more opportunities to bid. Take advantage of this by creating and sending proposals to the best prospects more quickly. Using Proposals, draw from templates to quickly create, view, edit, and route proposals for approval. Attach any supporting materials and deliver them to clients electronically.
Provide accurate quotes and proposals with real time pricing & availability from your vendors. Virtual vendor product catalogs are updated nightly and are accessed in real time when necessary.
Create revenue and cost estimates for engagements, and use what if planning scenarios to optimize price, margin, billing rates, and staffing. View pipeline reports to gain visibility into current and future revenue and profit.
Real-time pipeline information and a detailed understanding of each project’s expected profitability help the sales team focus on the highest-probability, highest-margin deals.
"Opportunity Management" is part of the ResellerAdvantage Plus line of products, developed by Reseller Advantage.