Sales Lifecycle management

Opportunity Management within GoldMine Enterprise provides real-time visibility into all sales activities, including product and services information and revenue details. Built-in Sales Methodologies keep processes consistent and sales cycles on track. The easy-to-use interface helps to manage all information surrounding sales opportunities.

Management Forecast Tools enable sales users to better manage and predict pipelines. Sales users stay focused on reaching their sales quotas. Forecast dashboards allow management to view, analyse and manage forecast figures, properly and accurately.

Integrated Quoting Tools automate a previous common failure points in the sales process. This guarantees consistency of customer information, products, pricing, and cross-selling offers flexible approval processes to standardise quotes and manage exceptions.

Sales Lifecycle Management

GoldMine Enterprise Edition allows managers to automatically assign opportunities via territories, products or extensible business rules. Sales agents can actively work on their pipeline, either individually or with the help of their sales team, from instantiation throughout the completion of the entire sales cycle.

Through the use of business process configuration, salespeople can now be notified of possible cross-sell or up-sell opportunities in real-time.

Sales Lifecycle Management functionality includes:

• Associate activities and team members to an opportunity
• Competitor tracking
• Track open issues
• View bar, line, total or comparison graphs
• Out of the box Sales Methodologies
• Outlook Integration

Sales Forecasting

GoldMine Enterprise Edition provides sales managers with a comprehensive tool-kit to manage their team's forecast. Upon forecast submission, sales managers can ensure accuracy and reliability by following the organisation's best forecast business process, either out of the box, or via extensible business rules.

Forecast management enables sales organisations of any size to clearly examine the health of their business in real-time in order to increase revenue and decrease costs.

Sales Forecasting functionality includes:

• Forecast audit tracking
• Quota tracking
• Graph forecasted sales, performance, and quotas
• Multiple forecast roll-up
• Tie forecasted/closed sales to contact history

Quote Management

GoldMine Enterprise Edition provides quoting capabilities that are tied to information already stored in an opportunity. This guarantees consistency around customer information, products, and pricing. GoldMine Enterprise Edition helps deliver quotes accurately and quickly so customers can receive their orders on time and with as little human interaction as necessary.

Quoting Management functionality includes:

• Automatic or manual generated quotes
• Configurable approval process
• Integrated Service/Product Catalogue
• Measure Gross Profit, Margin and Turnover
• Pricing by territory, customer type and/or volume

To discuss your requirements further tel: 0845 6588 121 or e-mail: info@prior-analytics.com