iSEEit Opportunity Management Tool
Give yourself the confidence to achieve higher accuracy and reliability for
Opportunity Qualification Process
iSEEit Opportunity management integrates your sales process and methodology directly into Opportunities in Salesforce.com.
The app comes with an out-of-the-box MEDDIC methodology but can be easily configured to reflect any sales process that the sales teams follow.
Getting all the information around an opportunity into a single place using this tool has helped improve sales performance by more than 50%. Creating custom qualifiers, milestones and checklists ensures that you stay on track with every deal.
Sales Process Visualized
Fully Configurable Qualification Criteria & Gates
iSEEit Opportunity management helps to build very insightful reports based on the qualification of every opportunity.
By using simple traffic colors, gaps within the qualification process can be easily identified, so the next steps can be planned accordingly.
Progress on every deal can be tracked, which facilitates identifying risky deals earlier in the sales cycle, in order to reduce slipped deals towards the end of the quarter.
Building an org chart within your opportunity can be useful in order to understand your key buying circle and drive meaningful discussions around them.
Knowing who the sales reps are talking to and how engaged they are with the relevant stakeholders right within Salesforce increases the chances of closing a deal on time.
Tag Contacts Influencing Close
Mutual Close Plan
With the mutual close plan, you can now keep track of all your to-dos in one place. The intuitive UI gives you a more organized way to plan activities that are needed in order to close your deal!
Easily share your Close Plan with your team and prospects, so that all stakeholders are aligned and on the same page.
The built-in tutorials help sales teams follow a common sales methodology that leverages the processes used to close deals based on your company’s best practices.
The playbook serves as an ROI based on the training given to the sales team, which makes the team’s progress scalable, repeatable, and successful.
Ask the right questions
Lead Qualification Score measures how ‘hot’ your lead is
Ensure smooth handover of leads
By providing a structured qualification process, the team can focus on asking the most relevant questions while qualifying a lead. The Lead Qualification Score will tell you where the lead really stands, no more guessing and assuming. Pass on the information of qualified leads to the sales team when they work on their opportunities, all within Salesforce.