Opportunity Management

Main Process

 

Allows opportunities to be created on the Brand Owner and on the Channel Partner side. Provides opportunity download capabilities.

Qualifies opportunities automatically (based on surveys and associated scoring models) or manually (based on judgment by the qualifying person) by internal organizations, third parties, or the partners.

Distributes opportunities to best-fit partners based on customer and product interest. Supports manual or rule-based distribution of opportunities to partners.  Enables brand owners to model different opportunity distribution rules for different types of opportunities and manage those rules on an ongoing basis.  Lets partners distribute opportunities within their organization.

Tracks the follow-up and conversion of opportunities over time to make sure these opportunities are effectively managed by the channel. Allows partner to monitor opportunities.

Features built-in support for sales methodology including follow-up activities and tasks, key questions to answer, goals and milestones, and competitive assessment.

Supports the opportunity management with workflow that can be used to make sure certain deadlines are met, escalation procedures are triggered, or additional people are involved, based on business rules.

Analyzes opportunities through their lifecycle. Allows users to predict future business via data in the opportunity-based sales pipeline.