The FlexRM Opportunity Manager provides summary and detailed views of potential revenue sources to your sales team. For each user, depending on his or her role and its associated privileges, FlexRM presents personalized individual, team or company opportunities. In doing so, the Opportunity Manager maintains account security while focusing everyone in your organization on achieving their individual and collective revenue objectives.
The FlexRM Opportunity Manager presents sales information the way that is most useful and interesting to you. For example, you may want to see:
FlexRM does all this and a lot more, letting you track the opportunities that can make or break your quarter—or your company. It presents information in live tables that summarize deal-status information that you can sort and re-display with a click. With another click, you can drill to account details and even view team members’ assessments of factors within and outside your control.
FlexRM helps apply and enforce your chosen selling process to each of your opportunities, ensuring that you approach prospects powerfully and effectively. As deals move along, FlexRM automatically updates all team members of their progress and assigns next steps, and as red flags surface, it alerts team members immediately so they can keep deal pipelines flowing smoothly.