What is Opportunity Management?
Opportunity Management is the process of tracking details about sales opportunities as they move through the stages of a business’s sales pipeline. Although most business follow the same basic principles of Opportunity Management, each business develops their own sales pipeline stages and terminology.
Do You Need Sales Tracking Software?
Managing your opportunities can of course be done manually with Excel sheets and extremely organized note taking. But as the number of opportunities grows, the overhead of keeping the sales process organized becomes much more difficult and time consuming. In addition, manually tracking opportunities makes it difficult to glean important insights about your business’s sales performance.Get Started Today!
Indition CRM Sales Tracking and Reporting.
Record all interactions with sales contacts, add documents, and manually record activities against opportunities. You can even restrict or share ownership of opportunities among members of your sales team. Indition’s powerful suite of reports allows you to understand valuable metrics on your opportunity stages and activities so that you can better identify the aspects of your sales process that are doing well, or that need more focus.
Indition lets you work as a team. View all of your teams past touch-points with a potential customer before sitting down with them to close the deal. Indition Sales CRM allows you to store notes, log calls and emails, and view related tasks for both the company and personal contacts
- Company tracking
- Contact tracking
- Lead/Opportunity Management
- Task Management
- Single sign on Dedicated infrastructure
- Custom URLs
- Custom onboarding support and training
Indition CRM Features
Spend time managing your content the way you want.
|Standard Plan||Enterprise Plan|
Company tracking allows you to follow any detail within a company entity, from email, activities, task, opportunity, leads, etc. Having this tool is essential when staying up to date on client relationship and the customer acquisition process.
Contact tracking allows you to follow and record any details and interactions with a customer. Store email, activities, tasks, opportunity, leads, notes, etc. With the right information at your disposal you will be able to lead your contacts into become regular customers.
With lead opportunity/management use your CRM analytics to gain insight on which opportunities are more beneficial to pursue. Qualify each lead with the correct amount of data and provide your sales representatives with the information they need to close a sale.
Use your tasks to set reminders for your customer accounts. Set up a tasks or groups of tasks for your team to accomplish while keeping an effective system for managing reoccurring and one time actions.
Use custom fields to add in the different fields you need to track extra information you want for your contacts, companies or opportunities. Custom fields are made to be specific to your needs, so if you want to add in extra input, dropdown, and or toggle go right ahead.
Use role management to define the role and position of a user within your CRM. You can use this feature to give or restrict access. To create and delete tasks and data. View data and reports from your subordinates and so much more.
Track and record all the performance metrics related to your customers as well as your team members. View reports based on any core entity and export the information you need to help with sales reporting, sales forecasting and pipeline reports.
|Single sign on Dedicated infrastructure (file server, database server, scheduling server)|
Use our software to manage, organize, and monitor the components of a data center. Optimize IT performance without the huge costs associated with purchasing and managing fully dedicated infrastructure.
Custom URLs allow you to easily remember all the details and specifics with pages and accounts related to your CRM. Don’t get another example.com/yourcompanyCRM. Get the title you want and deserve.
|Custom onboarding support and training|
Get the support you need with onboarding and specific training to maximize your time and efforts in Indition CRM. Make sure you are settled into the routine and organization of how our CRM works.
Use the process of implementing and deploying to manage and track customer relations and communication. Implementation will help businesses with contact interactions, lead generation, and help in streamlining processes.
Make sure all of your customer’s data and information is confidentially maintained and secure. Rest easy knowing the handling and storage of your customer’s data is safe and sound.
|Integration and deployment|
Seamlessly connect your CRM software with our line of other marketing and sales products that go hand in hand with CRM. Adding these integrations will increase automated actions that will expand your CRM and sales completely.
|Custom modules - extended functionality, custom integrations|
Use custom modules to create a separate module and track information specific to a property. You can use this for leads, contacts, companies, opportunities and more to track your sales process. Also with custom modules you can adapt our other software solutions to fit your business needs.
How Many Users
$50 Per Month For 2 Users
$15 Per Additional User
$100 Per Month For 5 Users
$35 Per Additional User