The Opportunity process allows you to track in-bound and out-bound sales and upgrades. Allowing you to see what sales are going through and what products may not be selling. Once the sale is submitted for installation you can convert the form into an order.
Top menu >> Processes >> 1. Opportunity
Our first step of the opportunity is to select what type of sale this is, the most common would be New, Add-ons or Renewals. In this example we will follow the process for a new sale.
For the drop-down Number of Business Locations, this is to help you track how many distinct locations they are looking for services.
The Opportunity Name allows you to name the opportunity to assist in tracking projects. If you use other CRM software the Opportunity Name can be used to unify your leads between the systems.
For the Potential New Customer Name, this would be the name of the potential new customer.
In the Contact Information section, you will fill in the contact details for the customer as well as any additional contact information for other decision makers at the company.
The Opportunity details is where you can track the life span of the opportunity. The Anticipated Close Date is the date you have estimated to complete the sale. The Lead Grade is how far along the opportunity is in the sale process.
The Product Type Opportunity table is the services they are looking for, for each location. If they currently have a service at the location under contract, you can enter the details of the service and the current contract expiration date. In the Follow up on Supplier Contract Expiry date, this is a reminder to follow up with a customer before their contract has expired to ensure that the new service is installed before the old contract has expired.
At the top of the Contact log section we have the Initial Contact date and Next Contact Date. These are used to track when you initially reached out and when you are scheduled for your next meeting or phone call with the customer. The Contact Log table is where you can track when you last made contact, and any import notes of what was discussed.
The Agency information is the agency and rep who is assigned to the opportunity.
Quote is used to track which carriers have submitted a quote for services, the term and product that is being quoted. You can leave this blank if you have not received a quote yet, and return once one has been sent in. Click Ok to save.
If you receive quotes from multiple carriers on the services of the opportunity, You can add them on by going into the form and clicking ADD A QUOTE at the top of the form.
Just like before here you can select the carrier who provided the quote, the term and description/price of the products being sold.
Once a carrier’s services are selected click on Start a 2. Orders on the quote. This will start the order for those services.
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