Financial Services Sales Forecasting & Opportunities
Qualify, Prioritize, Engage & Improve Sales Closures.
Financial Services Sales Forecasting Module has all required features for managing a qualified lead and moving towards sales closure. Managers can view all hot deals along with activities, expected close date & values as the deal progresses.
- Convert Leads to Orders
- Sales Forecast with Value
- Sales Funnel with Probability
- Win/Loss Analysis with Details
- Customer Meetings & Notes
- Closure & Payments