Opportunity Tracking

Get complete control over your sales opportunity process with full opportunity tracking in Prospect CRM.

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Manage Opportunity Pipelines

Prospect CRM's opportunities are a great way to help your Sales team track and close new customer sales. Record information such as a potential sale's estimated value, what type of sale it is, any notes as the opportunity moves through the sales process, and much more. CRM Pipelines help identify the stage that the potential sale is at and where possible sales are falling out of the sales pipeline to improve conversion rates.

Efficient Lead Tracking

Track leads from the first touchpoint through to close with powerful Opportunity Tracking in Prospect CRM. Make the most of an opportunity by utilising CRM opportunity tracking to close new business sales.

Benefits of Opportunity Tracking

Opportunity tracking helps B2B product sellers generate high quality leads
Convert one-off buyers into repeat customers
Identify actionable insights through opportunity tracking to maximise customer lifetime value
Ensure opportunity processes are being followed company wide
Customise opportunity pipelines to be more meaningful to your business & complement existing workflows to drive sales growth

Foundation for Growth

Opportunity tracking offers a focused format for data logging in an order management system so businesses can truly understand their customer base and purchasing behaviours.

Kanban View Pipelines

Prospect CRM’s Kanban view displays opportunities on a board, providing a clear overview of their current pipeline status to increase visibility, improve efficiency and help the team focus.

Opportunity Guttometer

Prospect CRM’s Guttometer records the likelihood of opportunity conversion. Once a value is entered, it can then be used within Reports for more extensive opportunity analysis.

Customisable Workflows

Tailor processes according to your business’ needs with customisable workflows. This simplifies processes and helps smaller businesses escape restrictive processes that require extreme modifications.

Task Setting

Set tasks and reminders on opportunities to ensure you’re always on top of your sales pipeline and hitting business targets.

Worst Likely & Best Figures

Generate more accurate sales forecasts with a leaderboard that helps you determine which sales are most likely to close, and by when, with 'Worst', 'Likely', and 'Best' statistics.

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Users that love Opportunity Tracking in Prospect CRM

"Having the ability to use valuable customer information from one place has meant we can target specific markets with our emailing which has had a great impact on our results. Plus tracking these results back in ProspectSoft CRM gave us visibility of individual actions, helping to plan follow ups and increase sales revenue."

Lucy Brownrigg | Office Manager

"Having clear, transparent information about all of our customers means any one of us within the team can log into Prospect, work out where they are in the sales pipeline and can then help them as needed.\u001aProspect CRM has really helped us grow our business as it allows us to track and quote new opportunities and has identified exactly who our regular customers are, as well as who’s slipping away and not ordering as much. We’re also able to track customers through the whole lifecycle."

Denis Kelleher | CEO

"We initially installed Prospect CRM in order to make sales order entry easier, which it has done. We’re also now taking advantage of the customer relationship pieces, like note taking, lead tracking and problem management. Pros would be quick order entry function, clear visibility of inventory data and great integration to our back-office. "

Jethro Loader

Multi-channel Sales: Where to start

Looking for advice on where to start with multi-channel sales and CRM? Look no further! This blog covers the basics of B2B sales and opportunity tracking, and best practices for generating optimal traffic.

Making the most of an Opportunity

Learn how to utilise CRM Opportunities to track & close new business sales.

Start now

Understanding Kanban View/Layout

This article describes what Kanban Reports are and how they can be used to improve the efficiency of your sales process.

Learn more

Getting started with Worst, Likely and Best figures

This article helps to explain how Worst, Likely & Best figures are calculated within the CRM.

What is Opportunity Tracking?

Opportunity Tracking in CRM systems should consist of opportunity and sales pipelines that highlight the different stages of the selling process, ultimately enabling the end-user to make data-driven decisions.

How can I use Opportunity Tracking in my business?

Use opportunity tracking to better manage your opportunity pipelines, refine processes, and boost sales efficiency. Check out our article on how to best utilise CRM opportunities to track and close new business.

How much does Opportunity Tracking cost?

Opportunity tracking is an essential and powerful feature of Prospect CRM and is available on all subscription plans.

Why choose Prospect CRM?

For B2B product selling businesses, Prospect CRM is the #1 Stock-Aware CRM. Prospect CRM’s unique Inventory Management and ERP integration turns your back-office data into valuable insights and actions to increase customer lifetime value – automating your analytics and eliminating the disconnect between Inventory Management and CRM.

Take your next step towards ultimate sales efficiency with Opportunity Tracking available in Prospect CRM

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