WeOpportunity

Lead Creation, Distribution & Opportunity Management

WeOpportunity gives you the power to record, distribute, track and manage leads centrally. The Lead Center, for non-sales team members, enables lead creation and distribution. Lead Management enables sales team member to record and manage their own leads and opportunities and work on leads passed to them by other. WeOpportunity is scalable to suit small, medium and large companies with single or multiple locations. Pipeline, account history, market, source, customer, location, status, lead-to-sold and many other data points are captured and available by region, office and sales person at the Universal Report Grid. Integration with Outlook enables the import and export of vcards and appointments to the Outlook calendar. To create estimates and proposals, change the opportunity status to request for quote and a new project is created in WeEstimate, ready for quoting.

Create Detailed Leads

Record lead origin, source, market, type of sale, budget, estimated installation date, products, services, notes & even schedule an appointment before passing the Lead to either a group or to a sales person.

Lead Summary emailed to your Sales Team!

Open an existing Lead or record new detail, create notes, update products & services, add tasks & schedule information. Record sales stage, budget and project installation date.

Record, Track & Prioritize

Open an existing Lead or record new detail, create notes, update products & services, add tasks & schedule information. Record sales stage, budget and project installation date.

See Your Sales Team’s Appointments

See scheduled tasks and appointments for existing Leads & Opportunities by person, office, region. Hover over any item and detail appears. Same information goes to Outlook.

Turn Opportunities into Quotes!

Change status to RFQ and select save, WeOpportunity creates the Pass to WeEstimate confirming new project information before “Ok”

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