Opportunity Management So what is Opportunity Management all about. This is important for both the sales person and the management team, which is often forgotten by other CRM Software Solutions.

Opportunity Management within Gold-Vision CRM goes a step further. As a Manager you want to be able to see a quick view off all opportunities due to close this month, you want to be able to quickly view opportunities over a certain value or maybe you want to look at opportunities that have been open for a certain length of time.

This is all very quick and easy within Gold-Vision CRM.



All e-mails sent to and from the client can be linked to the opportunity. All quotes and documentation are linked to the opportunity. You can see all the notes relating to the opportunity, all the contacts in your company and the clients are associated with the opportunity. Opportunity stage, value and estimated closing dates make forecasting incredibly accurate.

In short, everything you need for Opportunity Management is in a simple, easy to access, 360 degree view.
Opportunity Management allows your sales staff to keep a close eye on everything they are working on which means they can give you much more accurate forecasts which makes business planning and resourcing a lot easier.

Gold-Vision CRM allows your sales staff to create quotes from pricelists with the opportunity itself. Why make your staff do this in a separate package or another part of the CRM Software. It makes sense to make this as quick and easy as possible.

Gold-Vision CRM’s Opportunity Management means that whether it’s the sales persons individual pipeline or the companies pipeline, everything is available to see and can be reported on quickly and easily.