In Creatio you can manage all opportunities in a single section. Here you can capture information about the deal development from the moment a client is interested in cooperation with your bank and until the deal is closed.
Outline tactics, key competitors, their strengths and weaknesses, as well as key parties to the deal and their roles in decision-making. Predict the success of an opportunity, based on the current opportunity stage, the likelihood and date of its closure.
The system stores a complete history for each opportunity: emails, discussions in the feed, files and comments. You can view a list of leads, which the selected opportunity closes, work with a range of products and services that are implemented as part of the sale.
To manage long opportunities, use the corporate bank sales process. Manage bank sales quickly — in one click you can jump to the required stage by using the workflow bar. At each stage of opportunity, a list of suggested next steps is displayed on the workflow bar. This helps organize and simplify the bank sales manager work.
Use charts, metrics and rating lists to analyze statistical data. You can track opportunities, evaluate their statuses and evaluate bank sales manager performance. Analyze the effectiveness of your bank sales managers at each opportunity stage by using the bank sales pipeline. You can estimate the conversion rate between stages, pipeline completeness, and compare pipelines of individual managers or bank sales teams. The bank sales pipeline graphically displays how the bank sales plan is executed. The system provides in-depth information on every opportunity stage as well as company-wide opportunity statistics.
Contents
•How to specify a customer in an opportunity
How to start the corporate sale process
How to work with the corporate bank sales process
•How to work with a bank sales pipeline
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•The [Opportunitystages] lookup
See also
•Percentage of profile completion
Video tutorials
