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A CRM tool focused on your professional services firm. Opportunity management makes
it easy to track and report on all new sales opportunities, sales pipeline, sales
activities, future resource loads, marketing effectiveness, wins, and losses. In
addition, this solution will enable you to select available resources for the projects
you win and launch them automatically into live projects in the TeamDynamix TDNext
solution
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Features
- Detailed opportunity tracking
- Sales forecasting for both product and service sales
- Estimates vs. Actuals revenue reports
- Sales pipeline reporting
- Sales dashboard
- Marketing effectiveness tracking
- Win/Loss profiles
- Competitive analysis
- Sales activity tracking and logs
- Opportunity progress tracking
- Contact management
- Tailored to your sales processes. Fully configurable
- Fully integrated with other TeamDynamix products
- Staffing manager
- Resource manager
- Resource forecasting
- Create, staff and launch projects into TDNext directly from opportunity management
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Are you asking yourself?
- How can I improve sales productivity?
- How can I determine what my sales pipeline looks like in real time and understand
how it changes?
- Can I make sure my reps have tools to help them close deals?
- How can we manage and track sales activities and understand our forecasting accuracy?
- How well do we do against our competition?
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