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iTools Opportunity Status Monitor
Keep your deals on track
- Business Need
- Dashboards & Reports
- Requires
- None
- Compatible With
- Sales Cloud
Accelerate pipeline velocity, increase forecast accuracy & ensure sales team accountability. Monitors for red flag conditions, sends alerts, provides Opportunity Scoreboard and more. Another valuable tool in the iTools for Salesforce Collection.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- None
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedDeveloper
App Details
- Version
- iTools Opportunity Status Monitor/4.10 4.10.0
- Listed On
- 10/31/2010
- Latest Release
- 01/09/2025
- Supported FeaturesNative AppBuilt exclusively on the Salesforce Platform, ensuring reliability and performance.No LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- Native AppNo LimitsLightning ReadyManaged Package
- Package ContentsIf this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
- Custom Objects: 5Custom Tabs: 1Custom Apps: 0
- Lightning Components
- Global: 0App Builder: 0Community Builder: 0
- Languages
- English
Security
Additional Details
Exclusively designed for sales professionals, sales managers and executives, the iTools Opportunity Status Monitor tracks your sales opportunities and provides what you need to improve sales productivity and effectiveness. With configurable evaluation criteria, a robust scoring system and continuous analysis, the iTool helps accelerate pipeline velocity and ensure sales team accountability. Engineered with flexibility in mind, you can use one configuration for your entire sales team or customize for specific teams or individuals. Key Features • Seamlessly integrates into your sales management process. • Stagnant and at-risk accounts are flagged and alerts issued, so you can quickly pinpoint what is needed to help deals close faster. • Stage dependent required fields help capture data at the right time and ensure key milestones are achieved on a timely basis. • Alerts are sent when unexpected changes are detected. • Sales activities are monitored to make sure the team is executing according to plan. • Use the Scoreboard to visualize overall deal status and identify the ones most at-risk based on their relative value and probability. • Alerts sent via email and/or Chatter.
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Insitu Software, LLC
Aurora, IL