EBSuite CRM Blog

EBSuite Sales Module gives the Sales Organization many choices about managing their sales activity. New Prospects in the database can be pursued and tracked with any criteria. When that Prospect becomes a “Committed” Prospect or a Potential Customer that’s when you kick in the Opportunity Management tools of EBSuite.

Let’s review a typical “soup-to-nuts” sales cycle.

First lets track the Prospect in the Database: Click to see: Tracking Opportunities from Contacts – video 1

Next look at the Opportunity View – its much more about the Sale: Click to See Opportunity View – video 2

Now lets look at creating that Opportunity: Click to See how to Create an Opportunity – video 3

And, perhaps the most important area – Sales Activity Reporting: Click to see some of the Reporting features – video 4

Sales organizations may also choose to implement a set of structured Sales Steps (e.g. Qualify, Quote, Close, and Install). This is especially helpful where the sales cycle is always tracks the same steps. For those customers EBSuite suggests using the Sales Process Builder.