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Sales opportunities and quotes at a glance

You are able to analyze prospective customers by self-defined attributes, evaluate opportunities and create offers. An assistant guides you through defined sales processes, generates opportunities and traces them. Your sales experience helps you to evaluate opportunities by combining the progress in the sales process with the order probability. With the so-filled pipeline you always have the expected incoming orders at a glance and are able to execute the appropriate action. Your sales team manages open tasks with Microsoft Outlook and synchronizes them to MS Dynamics NAV. Now, you will never miss an action to turn a prospective buyer into a customer. After you won a new customer, you close the sales opportunity and create an order with the agreed terms and conditions.

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Dynamic crossover

Dynamic Crossover information graphic