Opportunity CRM Review

Opportunity CRM, developed by Digital4Change, is a CRM with integrated business intelligence that helps companies manage internal processes while fostering interaction between people and departments. Practical dashboards allow users to view financial and economic data based on roles and responsibilities.
Opportunity CRM helps users respond to customers across all channels in real time, manage sales, customers, and operations for call centers and marketing offices. It also includes a shared calendar and real-time analytics.

OPPORTUNITY CRM – TUTORIAL

OPPORTUNITY CRM – FEATURES

• Customer experience optimization: ensure the best customer experience while focusing on key business KPIs.
• Unified dashboards: display ERP data and other business applications in one dashboard.
• Customer data analysis: analyze customer data to predict behavior and build meaningful relationships.
• Sales support: actively support sales teams in negotiations and real-time pipeline monitoring.
• Marketing forecasts: access predictive data for upcoming marketing campaigns.
• Business health overview: understand the overall health of the organization.
• Real-time analytics: share actionable insights with management and sales teams.
• Customer visibility: gain maximum visibility into customer interactions.
• Omnichannel communication: communicate across all available channels.
• Customer relationship improvement: strengthen relationships with existing customers.
• AI call management: manage incoming calls automatically with advanced AI systems.
• Time savings: reduce time spent on repetitive tasks.
• Call history tracking: keep detailed call logs.
• Productivity boost: reduce errors and increase productivity.
• Performance improvement: enhance overall performance.
• Custom dashboards: personalize dashboards with revenue and sales forecasts.
• Payment monitoring: manage payments in real time.
• Collections management: handle collections and administrative communication.
• AI-assisted data entry: simplify routine data entry using AI.
• Deal automation: automate sales and deal management procedures.
• Process mapping: maintain control of every sales stage through process mapping.
• Pipeline monitoring: continuously monitor the sales pipeline.
• Quote processing: quickly set up quote generation.
• Deal flexibility: easily adjust commercial deals.
• Order execution: transform quotes into executable orders.
• ERP integration: automatically share orders with the company management system.