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Opportunity Management

INHX

ACHIEVE MORE FASTER WITH SMARTER LEAD MANAGEMENT

  • Sales pipeline monitoring matters: No debate about that one - but does that need to be a tedious administrative process?

 

STAGE THE PATH TO DEAL CLOSURE

  • Define stages or milestones in context of your business
  • Build one language across your team
  • Tag data and activity to the stage

 

OBJECTIVE DATA AND SUBJECTIVE NARRATIVE

  • Manage the two sides of the opportunity in parallel
  • Log the lead with quantitative info in a module that tracks and collates records to build the sales pipeline
  • Log the activities on the path to deal closure of the lead by setting up an opportunity profiler - profile opportunities based on a defined criteria to optimize efforts

 

LEVERAGE MASTER AND PROFILERS FOR CONTEXT

  • Derive data from current item masters to log leads
  • Relate leads to parties in customers profiler
  • One team, one network, one platform enables many possibilities to leverage common data sources
  • Maintain larger context for data hygiene and field force efficiency

 

LOG LEADS WITH OR WITHOUT LINE LEVEL DETAILS

  • Options are needed to log leads depending on the stage of clarity at that point in time
  • Although one may prefer SKU level details to plan inventory better, broader information is still useful when the details are still not predictable

 

SEAMLESSLY CONVERT LEADS AND QUOTES INTO ORDERS

  • Once logged at an SKU level, leads and quotes can simply be used to process orders
  • Elimination of effort duplication