Increase Effectiveness as well as Efficiency, from Lead to Close

Plan and execute winning strategies from Lead Generation to Close with TRAXOR Sales Opportunities. Relate! Opportunities to Campaigns, Influencers, Competitors, Re-sellers etc, for unlimited flexibility in how you manage and view them.

Assess competitive threats and even quantify revenue at risk. Review sales activity by any combination of Accounts, Markets, Products, Business Units etc.

Access all information relevant to Opportunities such as details of Influencers (what they've done in the past and who/what influences them), similar Sales situations, Products and Competitors.

Relate! funtionality is particularly relevant for large or complex sales where there's a lot of "moving parts" e.g. Influencers, Competitors (and competitive infromation), large Sales Teams and so on.

Everything you need is at your fingertips — eliminate those broadcast emails to colleagues pleading for information!

Features and Benefits

• Itemize Sales Items—

  Opportunities can contain any quantity and mix of individual items (Products and Services).

• Sales Stages—

  define Sales Stages, each of which may be associated with a percentage Probability Factor to be applied in Sales Forecasts.

• Stage payments—

  Sales items may have once-off or stage-payments e.g. monthly, quarterly etc, for more accurate forecasting (TRAXOR will even calculate payments for you). Ideal for Service Contracts and Subscriptions

• Revenue Events—

  nominate different Revenue dates for individual Sales Items within an Opportunity.

• Revenue Forecasts (Pipeline)—

  for any period both past and present and in any time increment showing both gross and factored revenue based on your defined probability factors. All forecast data is easily downloaded to spreadsheets for further analysis.

• Relate!—

  see Opportunities in context with Competitors, Influencers, other Opportunities, Campaigns etc. Quickly, access current and previous sales situations to identify potential sources of assistance and for background on influencers and decision makers.

• Cloning—

  create templates or copy and then modify existing Opportunities to save re-keying information or to renew annuity Opportunities e.g. Subscriptions.

• Sales/Marketing Campaigns—

  Manage Campaigns with TRAXOR Projects, relating all Resources. Project Diaries linked to Personal Diaries avoids things falling through the cracks.