Sales Opportunity Management
In the Aura Business CRM system
Efficient Sales Management
Aura CRM offers a tool that organizes the sales process in your company. It provides a sales opportunity view that enables quick and effective opportunity handling. This view is primarily designed for salespeople, allowing them to manage all key sales topics in one place. The view is divided into customizable stages that forecast sales opportunity value. Each opportunity is assigned icons that indicate task status (incomplete, unplanned, planned), helping to quickly identify opportunities requiring action. It is also an excellent tool for managers, as it allows for quick and efficient monitoring of the sales department’s work.
Additionally, sales opportunity data is presented in reports such as the sales funnel or conversion funnel. Based on system data, we can also create custom reports tailored to your needs.
Even in its "basic version," the sales opportunity view is highly flexible. It allows configuring multiple sales campaigns with different stages, attributes, and permissions. Since Aura CRM is a dedicated system, other elements like sorting, filtering, and displaying opportunities on a map can be fully customized to individual requirements.
Customer Testimonial
“Implementing a CRM system is a challenging process, and we were aware that it does not always end successfully. The excellent understanding of customer needs and the professional support from Questy at every stage of implementation ensured our success. Today, I can proudly say that we are seeing increased efficiency in our sales team, which was exactly our goal. I can wholeheartedly recommend Questy and their solution, Aura Business CRM.”
Benefits of Implementing the Aura Business System
- Effective sales opportunity management
- Quick searching of opportunities based on any criteria
- Organized sales process
Want to find out how the Aura Business system can meet your company’s needs?
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