Opportunity Management Module: Effectively manage your sales pipeline

A clear and simple view of incoming enquiries and opportunities

A clear and simple view of incoming enquiries and opportunities – this is what you get when choosing the Opportunity Management Module. Effectively manage and grow your sales pipeline in an easy-to-use format for course administrators and sales professionals alike.

£2,000 per annum or included in Package.

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The benefits
Store all course enquiries, allowing for greater visibility. Set-up tasks for your sales team as soon as they come in
Produce quotes and email your clients, directly from the Opportunity Management Module
Quickly link enquiries to particular courses making it super easy for sales to track and for customers to book on the event that they want!
Filter and manage enquiries based on the source, assigned user, related course and more
Book candidates directly through the Opportunity Management Module allowing for a smooth customer journey and minimum manual administration
Create dashboard gadgets, and create tasks, allowing administrators and sales to view all their opportunities at a glance

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About accessplanit

The best training businesses manage courses, resources & delegates, automate communications & processes and offer online booking & payment with accessplanit’s award-winning training management software.

With accessplanit's software for training companies and internal training teams, automation arrives, and chaos disappears. Errors reduce, people know what to do, it’s clear where things stand, and everyone’s happy (especially customers)!

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