Sales opportunity and project management can be a very complicated and time-consuming task. GoldMine^®’s Opportunity Pipeline and Project Management provides an organized way to track all the activities as well as participants involved with effective management of these activities.

• Qualify the Prospect with a standard set of rules and categorize the Opportunity.



• Detail the Tasks to be completed in order to close the sale



• Organize documents related to technical, legal and presentation issues.



• Identify the influencers that will help or hinder you in during the process realizing the opportunity.



• Coordinate team efforts including sales representatives, technical consultants, and resource managers and logistics coordinators.



• Analyze competitors information. Knowing their products, strengths, weaknesses, status with the contact, and the experience that you are up against will only enhance your chances for success in winning.



• List issues that are a concern to the contact and take action to resolve them.



• Forecast the Sales you expect to generate from the Opportunity.



• Track the pipeline of developing opportunities. Print reports to analyze where they are stalling and what methods are the most effective in closing sales.