Defining Complete CRM
Stay on top of your leads and give yourself the best chance of winning deals with Opportunities. GreenRope wants your team to be prepared for every lead that progresses through your funnel, until they are eventually a long-lasting client. The Opportunities portion of the CRM empowers salespeople to forecast deals, set custom phases, and track with a multitude of detailed graphs and charts. Setting up an opportunity is a simple process, but also allows the salesperson to customize how the opportunity will look in terms of products, and which phases will be available.
Automation is deeply embedded throughout the platform, and Opportunities are no different. As leads move through each custom phase, a workflow can be set to trigger for that contact. The workflow can contain a customized email that gets sent to the contact, or a followup CRM activity set for a sales manager. Workflows are highly customizable just like your business, so you can easily make them perform tedious tasks, and free up your team’s time to become more productive.
After the initial CRM opportunity for a contact has been created, a whole wealth of ways to track and analyze opportunities become available. The salesperson can view:
The Opportunities section of the CRM will become a daily hub to track all possible deals in the funnel. Not only do each of the graphs and charts give the salesperson a useful overview, they have clickable elements that drill down that specific opportunity for a more detailed view.
Immersing your business with CRM opportunities in GreenRope is the best and most efficient way to evaluate potential deals and eventually closing at a higher rate.