CRM opportunity management

Multiple use cases for opportunity management

E21 features built-in CRM opportunity management with robust reporting capabilities to track progress and measure real-time results. Whether for a new product introduction, a customer request for a quote, or an opportunity to bid on a large-scale project, E21’s CRM opportunity management offers the flexibility to meet almost any sales need. With the E21 CRM ERP opportunity management solution, customers and prospects can be linked to multiple opportunities at a given time, and a given opportunity can be linked to multiple customers and prospects simultaneously. Using E21’s inherent sales process workflow builder, each opportunity can have a unique selling process associated with it, allowing for a unique sales pipeline view for each opportunity.

A holistic view of sales opportunities

User activities and notes can be linked directly to opportunities as contact interactions occur. For performance tracking, sales quotes and orders can be linked to opportunities, allowing organizations to see their wins and losses for opportunities at both a micro and macro level. Moreover, using E21’s included forecasting and planning tools, users can create an opportunity forecast in the CRM system to track actual sales and conversions against forecasted projections. What’s more, E21’s CRM opportunity management is fully integrated with E21 Analytics, E21’s built-in ERP business intelligence module, allowing for sophisticated reporting on quotes, orders, conversion rates, and pipeline analysis.