Opportunities

Opportunities in the sales process are the logical successors of Leads. Opportunities are created by converting leads and all information available for the Lead is transfered to the Opportunities. In addition, Opportunity can also be created directly. Opportunity is characterized by the fact that an obvious interest of a potential customer in an offer of your company exists.

See the Convert leads chapter for information on how to generate Opportunity from leads.

When converting Lead to Opportunity all data are transferred and can be changed and completed.

On the Opportunities tab all Opportunities can be seen. Opportunity list view is shown on the picture below.

Click New Opportunity on entry section to create a new Opportunity. A new window opens (see page below).

Enter the Opportunity information. Only information, relevant to you or to your business should be entered. Non relevant entry fields can remain empty or just give us a call and we will remove them. If several users have writing access to the same entry fields, it makes a lot of sense to agree on a common standard for making such entries. In this way all the entered data are unified. Note the obligatory fields as they are marked by a [*] sign.

Most of the fields are simple and do not need to be explained in details. Let us mention a few of them:

• Opportunity Name

Every Opportunity has to be named by a unique name. Opportunity Name should be selected as an association to a specific Opportunity. For a better overview it is recommended to include the Account name.

• Amount

Set an Amount of the expected business. This amount will be used by the Produs IO to decide automatically whether this Opportunity has to be listed at My Upcoming and Pending Activities on the Home page.

• Account Name

Select an Account name already stored in Produs IT by clicking on the yellow folder at the end of this line. Note that a direct entry is not possible.

• Expected Close Date

Expected Close Date of sale or implementation at Account can be entered into this field.

• Sales Stage

Select a Sales Stage. The stage definition can be configured freely by system administrator. Every time a progress is made in selling this entry should be updated.

• Next Milestone

Enter Next Milestone in order to come closer to successful deal conclusion.

• Probability(%)

Enter the probability of the success of the selling activities. All numbers from 0 to 99 can be entered. 100 should be reserved for a closed deal.

===== Tips to fill in the Sal

es Information

Below

• Pain

What is (Power) Sponsor's main concern? What is his responsibility in the company that he cannot fulfill? What is expected of him that he does not deliver? What makes him awaje at night?

• Reasons

What are the reasons that he cannot fulfill his responsibility? What causes him not to be able to do what he'd need to?

• Impacts

Who else in the organisation is affected by his inability to do what is expected of him? How is his superior impacted? How does he look at this?

• Capabilities

How should this be done that PS doesn`t have a problem. What capabilities you need in order to solve his problem.

===== Opportunities Import and Export =

=== A list of Accounts can be imported and exported at any time. Please see the Import and export data chapter for more detailed instructions on how to import and export Accounts.