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iTools Opportunity Status Monitor
Keep your deals on track
Overview
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.
Identify stagnant and at-risk opportunities. Send alert notifications.
Use Opportunity Scoreboard to visualize overall deal status relative to value and probability - and quickly identify those red-flag opportunities needing follow-up action.
Must install iTools Configuration Manager prior to iTools Opportunity Status Monitor. See configuration guide for 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.
Categories
- Business Needs
- Dashboards & Reports
- 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