OPPORTUNITIES Greatly succeed and expand your opportunities by accurately evaluating your sales and forecasts! Get Started Free! Or Schedule Demo Opportunities was last modified: December 1st, 2022 by sitesteam Apptivo Opportunities App Opportunities The opportunity is a deal that you have the possibility to close! Today, opportunity management has become more crucial, as it is directly in link with your company’s sales process. With Apptivo Opportunity Management, organize your opportunities, create multiple potential sales. Application Features Collect Opportunities from Emails Precise Sales Analytical Reports Sales Automation Collecting opportunities is a crucial thing for a company’s survival and success. Besides creating opportunities manually, collect and create opportunities automatically from emails you receive. Be a step ahead of the conventional method. Have a prediction on future sales and also the past sales, more visually. Easily review your sales team performance to know their win/loss rates and also allows to view the percentage of the conversion process involved with every app in month and year format. Produce better sales and productivity, with Apptivo Sales Automation software. Effectively track your leads, automate and streamline the sales cycle, making the most of each opportunity. Customize sales forecast reports and gain real time insights. Multiple Sales Pipelines Collective sales pipelines in single dashboard. With Apptivo’s Sales Pipeline Management, create and track multiple sales pipelines. Apptivo makes it easier to manage and analyze information about opportunities, forecasts, and goals. Pipeline Reports Built-in pipeline reports allows you to visualize opportunities in graphic dashboards. Get to look quickly at the number of deals in a sales stage, and how much the deal is. Kanban Views & Layouts The kanban view gives you a card view of all your opportunities, based on the sales stages. View all opportunities, move them from one sales stage to another by easy drag and drop from the kanban view. Integrated Applications Opportunities App integrates seamlessly with the following applications Opportunities Cases Opportunities Cases With the integration of the opportunities and cases app, whenever your opportunity faces an issue, you can create a case and associate it with your opportunity. Learn More about Cases App Cases With the integration of the opportunities and cases app, whenever your opportunity faces an issue, you can create a case and associate it with your opportunity. Learn More about Cases App Contacts Having Opportunities and Contacts App integrated, you can effectively create and maintain all your contacts related to your opportunities instantly on the go. Learn More about Contacts App Customers Apptivo enables you to link all the business opportunities associated with your existing customers from the Opportunities App. Learn More about Customers App Estimates Depending on the type of the opportunity, you can convert it to an estimate. Ensure to fill in the desired items of that opportunity in the Items of Interest tab, as the estimate will be created for those items. Learn More about Estimates App Invoices Depending on the type of the opportunity, you can convert it to an invoice. Ensure to fill in the desired items of that opportunity in the Items of Interest tab, as the invoice will be created for those items. Learn More about Invoices App Items With the integration of the Opportunities and Items App, all items from the Items App will be listed where you can select the required item/product desired by the opportunity. This will be added to the Items of Interests tab, and Invoices & Estimates will be generated based on this. Learn More about Iteam App Leads A qualified lead can be converted to an opportunity, which moves the values of the fields from the leads app to the opportunities app, reducing the manual re-entry of data. Learn More about Leads App Orders Depending on the type of the opportunity, you can convert it to an order. Ensure to fill in the desired items of that opportunity in the Items of Interest tab, as the order will be created for those items. Learn More about Orders App Projects After having won the business opportunity, you can convert that opportunity to a project instantly, where you can work on with your customer deliverables. Learn More about Projects App Targets On creating an Opportunity, it can be added to the Target List from the Opportunities App. Search and select the required target list from the list, and this opportunity will get added to the target list. Learn More about Targets App Employees Every opportunity record in Apptivo has the “Assigned To” field referring to whom the created opportunity is assigned to, which pulls in the employee records from the Employees App. Learn More about Employees App Teams Every opportunity record in Apptivo has the “Assigned To” field referring to whom the created opportunity is assigned to. Besides being assigned to individual employees it can also be assigned to Teams. Learn More about Teams App Documents Having integrated with the Documents App, all documents and files associated with the opportunities can be duly attached to respective opportunity record. You also have the ability to email the documents right after attaching it. Learn More about Documents App Emails Offers you an unique email experience. Easily send out emails from opportunity and have quick access to all emails related to the opportunity on the go! Learn More about Emails App Notes Having integrated with Notes App, you can quickly write down small pieces of information that are related to the opportunities you have created. This can be used for reference purposes anytime. Learn More about Notes App This Application is available in Lite Premium Ultimate Enterprise Start a Trial / Book Demo Apptivo provides a FREE 30 Day trial to all its customer to play around with the product and get to know if it suits their business. Apptivo also provides a 1 to 1 demo session to explain how you can use Apptivo for your business. Get Started Free!Or Schedule Demo