What is an Opportunity?
From quote to contract: Maximizer's Opportunities Module optimizes sales performance, provide sales pipeline and forecast insight, increases revenue, and empowers staff to develop long-term customer relationships that drive business forward.
Forecast effortlessly and take proactive measures to ensure your sales team hits revenue targets.
- Use opportunities to track every sales opportunity (project, proposal, deal or sale) so you can stay on top of your sales progress.
- Apply sales methodologies and processes to every deal to increase your win ratio
- Rate success factors and decision-makers for an accurate probability of close
- Monitor your deal stage and push to close more deals
- Track the details, including: key decision-makers and products being pitched; then watch your
probability of close increase
- Use graphical sales reports, including the sales pipeline funnel, to forecast your sales, monitor your
pipeline and analyze your win/loss
Course Topics
- Why and when to use Opportunity management and forecasting in Maximizer
- How to create an opportunity
- Search and navigate through current Opportunities
- Managing, reporting and printing detailed reports
- Closing deals and associated opportunities
Suggested Audience
- Maximizer users in sales management
- Maximizer administrators
- Office Managers and Maximizer "Champions"
Suggested Prerequisites:
- Maximizer CRM 10 - Address Book Fundamentals 100
- Maximizer CRM 10 - Address Book Fundamentals 200
Date: Wednesday, November 19th, 2008
Time: 10:00 AM PDT – 12:00 PM PDT
Regular Price: $250
Thanksgiving Special (50% off ): $125
Registration Deadline: Friday, November 14th, 2008*
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Guest Speakers
