Opportunity Management

Sales View allows you to track all opportunity-related data. Team members can relate multiple contacts, partners, emails and communications, activities and milestones to each opportunity enabling them to close deals more quickly.

Customize It for Your Business

Sales View allows you to customize our tool to fit your methodology vs. making you change your business model to fit our software. Configure milestones and contact classifications etc. to meet the needs of your business.

Opportunity Analytics

Sales View provides exceptional reporting and analysis. They are designed to allow you to streamline your sales process and to provide more accurate forecasts. The Opportunity Dashboard gives team members real-time status on actual sales vs. pipeline vs. quota. There are many other analytical tools that let you examine your pipeline in almost anyway you might desire including but not limited to:

Win/Loss Reports
Competitor Tracking
Product Level Forecasts and Sales
Sales By Lead Source

Productivity Tools

Sales View features a number of productivity tools that make your team’s work more efficiently. For example, teams can use the Date of Next Sales call feature to have all opportunity details emailed to them the morning of their next meeting.