Opportunity Manager
On the road to record sales
TRACTION's Opportunity Manager simplifies your sales process: record and manage opportunities, create quotes, schedule follow-up tasks, and monitor customer communications. Unleash the full potential of your sales team!
Customer opportunity
Opportunity Board
Seller table
How does it work?
Real-time synchronization
All opportunities sync in real time when the new opportunity is created. Whether it's a call, email, or request for information from a retail platform where you display your products, the social networks you use, or a direct in-store opportunity.
Unlimited tracking
Traction has the ability to infinitely display the different actions between the opportunity and the company in a sustainable way over time.
In the client profile, the "Sales" tab displays a table grouping the client's opportunities and quotes.
The "Opportunities" interface displays a table listing opportunities, with a dashboard and a statistics table allowing you to filter the list.
The sales representative dashboard displays categories with subcategories, where opportunity cards and their statistics are organized.
In the client profile, the "Sales" tab displays a table grouping the client's opportunities and quotes.
Seamless experience
The parallel synchronization of the departments involved and the stakeholders in the process allows a seamless evolution of the customer experience in your company.
Quickly filter your opportunities
Clear and efficient
Clear, real-time visualization of statuses and actions related to each opportunity.
Each opportunity groups the customer's units of interest. At a glance, identify the status and required actions, optimizing each user's contribution. Every hour invested by the team strengthens the sales force's efficiency.
Instantly access key customer information (name, contact, etc.), the relevant unit number, and its status by department — including parts preparation and orders.
Gain agility in a high-performance and intuitive environment!
