Opportunity tracking

A major advantage of using an opportunity tracking system is that you’ll gain visibility into your organization’s pipeline—so your managers can accurately predict future revenues based on all deals in progress. They can also track any individual deal, to know when to step in to help a deal along and guide the rep, as necessary.

At ADAZA, we use a simple five stage process.  Our reps register their deals when a customer has expressed interest.  Registering a deal at this early stage assures that you have found a new deal and avoids any territory confusion at a later stage in the process.

We include just a few additional stages to indicate pipeline movement.  In this situation, less is more for the sales rep.  You need a way to indicate that things are progressing (or not) so that the team at ADAZA can help you when you need it and leave you alone when that is most appropriate.  We provide two ways to update opportunities – you can update your opportunities on line in the platform or by email. By updating opportunities on a regular basis everyone has the latest information on a deal status.

By assigning mandatory fields to opportunities, you can make sure each rep enters key information. For every opportunity, decide which fields are mandatory. You can make a lot of progress with just a few required fields such as amount, close date, and stage.  But don’t go overboard with required fields—having too many required fields can hurt adoption.  And a system without user adoption isn’t worth anything.

Here at ADAZA, we think we’ve stuck the right balance between gathering information that is helpful to the sales process but not requiring too much administrative overload.  Our goal is to help you do what you do best – close sales.