Sales Management
GoldMine
Opportunity Management offers you a view into your open, closed,
won and lost opportunities. Each sales agent can maintain their
pipeline in real time, as well as, leverage team selling efforts
since any opportunity can be assigned to multiple sales
representatives with specific roles to help close deals faster. GoldMine
software's Opportunity Management enables sales users to follow a
consistent selling practice to help improve chances of closing the
deal.
Sales Management includes:
- Opportunity and project creation wizards
- Attach source information for closed sales loop reporting
- Quickly create and clone new deals via opportunity
templates
- Assign status, stage and win probability for every
opportunity
- Attach products, services and pricing information details to
each opportunity
- Track activities needed to help close each deal
- View opportunity details such as influencers, issues and
competitor information
- Allows for Team selling efforts with role assignment
- Create Projects directly from Opportunities
- Associated contacts, influencers, and internal team members to
help manage all projects
- Attach item and document details to each project
GoldMine
helps companies manage the opportunity process. Once opportunities
reach a certain stage, users have the ability to create projects
converted from opportunity information. Projects can be created and
tracked from any opportunity, won or open. Projects enable
organizations to better maintain their clients business for
increased revenue and better customer satisfaction.
GoldMine
Sales Management features help you to achieve the greatest sales
impact in the most efficient manner.
Forecasting
GoldMine
Forecast Management functionality helps you manage your pipeline in
real time. GoldMine software's powerful pipeline
analysis features visibly show sales users the stage of each
selling process, the money associated with each stage, and the
potential your company has of winning each deal. GoldMine
tracks your sales potential by comparing completed sales and
forecasted sales to a users quota. Now your sales agents can
perform quota analysis in real time.
Forecast Management includes:
- Real time analysis of all opportunities
- Compare forecast information over time
- View forecasted sales amounts by win probability and potential
sales
- Analyze sales to compare quotas vs. forecasted sales figures
and view differentials
- Display pipeline information funnel per opportunity stage
GoldMine
tracks completed sales, forecasted sales and quota information
allowing your sales team to gain useful insight into the
performance of your organization.
GoldMine
Opportunity, Project and Forecast Management features enable sales
organizations of any size to clearly examine the health of their
business in real-time in order to drive more revenue while reducing
costs.
Sales managers can clearly understand the state of their selling
process and users can follow a consistent selling practice by using
GoldMine's
sales management functionality. GoldMine supports sales methodologies in
which the application can help guide users to create and initiate
customer interactions, as well as manage influencer and competition
aspects of every deal. Each user can effectively forecast their
opportunity pipeline based on selling stages, deal timeframe, and
the associated win probability
Integration with additional GoldMine functionality:
Sales Management is just one part of the GoldMine
solution. Other functionality includes:
Marketing
Automation
Customer Service
Relationship Management
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