Maintaining an updated and accurate sales pipeline is important for managers and sales personnel alike even in the best of times, and especially now.
In the course of a day though, it can be easy to forget to create a new opportunity after we visit or call a prospect.
Forget to create that opportunity and it can be a good prospect that we forget about and one that ends up falling through ‘the crack’. Here’s a simple trick to make the process of creating a new opportunity easier and part our everyday workflow.
When completing an activity, e.g. a call or appointment, if it’s a good prospect, click the “New” button in the Complete window to create a new opportunity for the prospect.
After clicking New, you’ll be asked to confirm who the opportunity is for…
Then finish off the basic information. After clicking OK here, the opportunity will show up in the Opportunity Manager like any other…
When you invest in Crystal Reports for GoldMine not only do you get 49 ready-to-use to Crystal Reports for your edition of GoldMine (Corporate 6.7, Corporate 7.0, Corporate 7.5 or Premium 8.0) but I’ll also release BONUS reports from time to time that you’ll be able to get no additional charge.
Here’s Won and Lost Opportunities with Reason… Click on the screen shot for a full size image.
GoldMine’s Opportunity Manager gives companies and individuals an easy way to manage and track moderate to complex sales throughout the sales cycle.
For individual salespeople and managers alike the Pipeline Funnel gives you an overview of the # of opportunities and total dollar value of the opportunities at each stage of the sales process.
First, determine whether you want to see all opportunities, the opportunities of a user group, or a single users’ opportunities. This is done by changing the Manager drop down in the Opportunity Manager. I’ve highlight the Manager drop down below for you.
GoldMine Opportunity Manager
Then simple click the funnel, highlighted above to the left of the Manager.
Opportunity Funnel
In the center of the rungs of the funnel will be the stage, “10 – Initial Contact, etc.” as well as the number of opportunities in that stage. Then to the right of each rung will be the total dollar value of those opportunities, and their percentage of the total sales. In the very top rung, the gray area, will be the total forecast and total # of sales.
The rungs are determined by the F2 lookup for Stage field within the Opportunity Manager.
Opportunity Manager Stages
For those of you waiting for the GoldMine 8.5, FrontRange originally aimed for a release today, Friday, April 3rd, but has decided to postpone a week while QA and Beta tests have some more time with the latest build…
This is a good thing, quality is definitely more important than speed in software releases!
Loading ...