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Equip your Sales team for success with all the tools you need to drive sales growth

Manage Opportunity Pipelines

Prospect CRM's opportunity tracking system sets your sales funnel in motion while keeping data centralised from lead qualification to conversion, and beyond. With our specialised order tracking software, estimate the value of your sale, log meetings, record objectives, and watch your opportunity progress from one stage of the pipeline to the next so you can identify pain points within the Sales team and prevent the loss of a potential sale.

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Efficient Lead Tracking

Track leads from the first touchpoint through to close with powerful opportunity tracking and order management in Prospect CRM. Don't miss a chance to maximise conversion rates by utilising CRM opportunity tracking to close new business sales.

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Benefits of Opportunity Tracking

Benefits of Opportunity Tracking Software

Opportunity tracking software helps B2B product sellers generate high quality leads

Build valuable relationships with one-off buyers to convert them into repeat customers

Generate actionable insights using functional data to maximise customer lifetime value

Standardise opportunity processes to ensure a quality sales pipeline is followed company wide

Drive sales growth with customisable opportunity pipelines that suit your sales strategy & complement existing workflows

Key Features of Opportunity Tracking for Small Businesses

Foundation for 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

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

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

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

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 and Best figures

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.

Comparing CRM Software

With so many CRM systems to choose from, it can be difficult to know which system is right for you.

Get a side-by-side comparison of the top-rated CRM vendors so you can weigh up your options and find the best CRM for your type of business.

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Users who love CRM with Opportunity Tracking

Forestadent

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

Forestadent

Good Culture Kombucha

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.Prospect 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

Good Culture Kombucha

Cycling Sports Group UK

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. It has a quick order entry function, clear visibility of inventory data and great integration to our back-office.

Jethro Loader

Cycling Sports Group UK

Opportunity Tracking Blogs & Resources

Multi-channel Sales: Where to start

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

Making the most of an Opportunity

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

Understanding Kanban View/Layout

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.

Getting started with Worst, Likely and Best figures

Getting started with Worst, Likely and Best figures

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

FAQs

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.
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.
Opportunity tracking is an essential and powerful feature of Prospect CRM and is available on all subscription plans. View our Pricing page for more details.
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

With built-in opportunity tracking, Prospect CRM helps you track sales from enquiry through to close, giving you complete control over your sales processes. See for yourself.