Opportunity and Project Management
Sales processes often involve multiple contacts and multiple organizations. GoldMine offers two systems for handling the processes:
■ Opportunity
Involves a group working as a team with multiple organizations and contacts to successfully close a complex sale. Manager. Lends itself to a complex sales process involving a group of users working as a team with multiple organizations and contacts. The sale might involve multiple products or services as a package deal where the customer purchases a part of the package but renegotiates other parts into a different package. The Opportunity Manager window contains relevant information needed to track a medium-to-long sales cycle involving multiple contacts, issues, and activities. For more information, see Using the Opportunity Manager.
■ Project Involves a group working as a team to complete a long-term project that involves multiple component tasks. Manager. Oversees complex, long-term projects with multiple components. Projects are usually not related directly to a particular sale, although they can be converted to an Opportunity when it becomes apparent that a project has become a sale. The Project Manager window contains relevant information needed to track a long-term project involving the same components and contacts as a large sales opportunity. For more information, see Using the Project Manager.
Use the Opportunity and Project Manager windows to view details of the opportunity or project from initial contact to a closed sale. The sales team can view summary and detailed information about forecasted sales and activities linked to the opportunity. As the project or opportunity progresses, a complete record of associated activities ensures the team is making a coordinated effort to complete the sale. The team can also see the decision makers and linked contacts in the project and act accordingly.
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