Opportunities are the heart around which the whole system revolves. All opportunities created are what you will be measured against. Theoretically, the more opportunities you create the better your end result should be. In Odyssey CRM we call it the funnel effect.
Each opportunity requires that the sales representative selects how the customer was acquired. In the setup of the CRM you can set various methods of how your customers can be found. Odyssey defaults are:
· Cold call.
· Leads.
· Existing customer.
· New Opportunity.
What is expected from sales people when they go out on a normal marketing day? They would collect customer information (Enter this during the day on a Cell phone, download from the apple app store or android market), or return tonight to enter the potential customers online as opportunities with the status set to “Cold Calling”. Leads that are sent by other employees will automatically go into your opportunity box with the status set to “LEAD”. Odyssey CRM also shows an INBOX (1) sign on the internal emailing system to indicate that there is one new message for you.
The status field is very important as this determines where your business is generated from and how many you can convert into successful deals. Old rule, the more you put in, the more you get out.
The other important field you need to complete is the customer request. Select the way in which to respond to the customer;
· Send a sales representative for a Demo
· Email or fax a Quote
· Other. You need to specify a reason
Comment field: You need to enter a comment on each opportunity. This comment will be used throughout the CRM to indicate which products/services the customers were interested in. The CRM can work in any sales environment and here we purely used a few examples for illustration purposes. Typical example could be:
