Configurable lead-cycle stages

Unique sales process

Although there are similarities, every company has its own unique sales process to develop an opportunity from an initial lead to a sale. The Claromentis Sales Manager application enables you to define and set up customized progress stages – and related workflows – to fit with your company’s sales process.

Secure

Using the permission structure within Claromentis Sales Manager, administrators can configure records to ‘lock’ when a key process stage – such as the decision to proceed to bid – is reached. Only personnel with the appropriate authorization can then ‘unlock’ the record to progress the opportunity to the next stage.

Example of Opportunity Stage Information

Reporting

In addition to these permission-based workflow controls, the flexible lead-cycle configuration provided by Claromentis Sales Manager also supports forecasting and decision-making. Management reporting includes information on the probability of winning opportunities at each lead-cycle stage, as well as details of the forecast revenue. Efficiency analysis reports also show the length of time opportunities remain at each stage – identifying process bottlenecks and possible areas for improvement.

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