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Workcube Opportunity Management Module offers the ideal solution for both acquiring new customers and tracking new opportunities with existing customers. You can surprise your customers by following real-time opportunities and bring about a more successful sale in the next opportunities with the statistics on the opportunities.

What Can Be Done with the Opportunity Management Module?

Opportunity Management is used to track sales situations before a sales offer. After the first interaction with the prospective customer, an opportunity record is opened in the system. Sales activities are carried out through the opportunity record until the status of the offer or order is finalized. Online access to Workcube allows the sales team to instantly access the information they need by logging into the system wherever they are, and thus to gain new customers by evaluating all sales opportunities.

Offers and documents related to the opportunity are added and all meetings and conversations held during the opportunity are recorded. Creates a project record for that opportunity. Thanks to this information, all information can be seen and evaluated together when interested in any opportunity. Opportunity management helps preserve corporate memory. All interactions made for opportunities that take a long time to turn into sales remain recorded in the system.

Features

Registration of all kinds of sales opportunities,
Multiple opportunity registrations for the same customer,
Ability to add subject title for the opportunity
Staging the opportunity
Product, product category, reference, project, customer for which the opportunity is defined
Ability to select the probability ratio, special definition, category, and contact method defined for the opportunity
Ability to add the estimated cost amount, revenue amount and select the defined currency for the opportunity
Ability to associate the seller information with the defined person information for the opportunity
Ability to view the acquisition date, application date, invoice date information regarding the opportunity Ability to specify
Ability to view the authorized person regarding the reference
Ability to select the action type defined regarding the opportunity
Ability to associate the opportunity with the defined sales partner
Adding a description regarding the opportunity
Ability to add and view follow-up information regarding the opportunity
Ability to add a job record, offer and
Ability to view member account information, subscription information, service applications related to the opportunity
Ability to add a document related to the opportunity, associate it with an existing document and display it
Ability to add an event related to the opportunity, associate it with an existing event and view it
Ability to add and view a spending request related to the opportunity
Alerts and approvals added through the system regarding the opportunity
Ability to view the history of updated information about the opportunity and member summary information
Ability to add projects, subscriptions and additional information about the opportunity
Create and view project groups related to the opportunity
Ability to filter and list opportunities, print them, save them as Word, Excel, PDF, send them by e-mail

Before Use Before

Process Definitions
Transaction Category Definitions
Customer/Supplier Definitions
Product/Service Definitions
Sales Team Definitions
Sales Region Definitions

Related in Other Modules Functions

It has functions related to many modules such as Sales, Project, Marketing, Promotion module.

Attention: In order to use the functions under Opportunity Management, the relevant module authorizations must be defined for the relevant user. This can be done via the Authorization Groups page.

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