Sales Opportunity Manager
RelayWare Sales Opportunity Manager manages the capture, profiling, qualification, distribution-to-partner and tracking of your sales leads. Additionally, the module facilitates automated software license renewal management and deal registration programs using the partner portal for online registration and deal management. The pipeline management tools support tracking for leads and deals throughout the sales cycle.
Why Buy RelayWare?
A lead and opportunity program will enable your internal employees to capture, distribute and track leads – ensuring that every piece of available business enters your pipeline and is dealt with accordingly. A successful program will work in tandem with a partner, dealer or network of channel partners enabling you and your partners to track leads together, through to opportunities and on through to closure.
What are the Key Features of Sales Opportunity Manager?
RelayWare offers the most cost effective and non resource-intensive program for your sales lead and opportunity program management, automating the entire back and front office.
- Account allocation, contact and profile management
- Lead profiling and qualification
- Task assignment
- Campaign and source assignment
- Multi-tier internal and partner lead assignment
- Automated time-triggered pre-emptive license renewal notifications
- Time-triggered communications, reminders and configurable workflow
- Online self-service partner lead processing with stage-change owner notification
- Online self-service partner license renewal processing with stage-change owner notification
- Online self-service partner deal registration with stage-change owner notification and approvals workflow
- Full indirect sales pipeline reporting and dashboards
- Optional CRM integration
Return on Your Investment
A lead and opportunity program will…
- Build strong and lasting relationships with your network of dealers or partners
- Dramatically increase lead closure rate
- Dramatically improve customer retention and license renewal (software)
- Increase the chance of winning more business as partners follow up with leads more quickly and effectively
- Improve forecasting and resource allocation
- Close the loop on marketing activities to improve and quantify ROI
- Improve your understanding of how partners sell and what resources they use
Sales Opportunity Manager enables you to keep the cost of the program low, yet delivers far-improved results in comparison to a manual approach.
Automating Lead and Opportunity Programs
Improved Relationship with your Partner Network
The collaborative nature of the RelayWare Sales Opportunity Manager allows your partners and your direct sales force to work together from lead capture to deal closure, thus increasing their overall ability to close business. It gives you a greater understanding of how your partners are selling and what resources they are using.
Lost or Unaccounted-for Leads
Qualified leads that have been generated by any business come at a price. If they do not enter an effective management system, they are all too often left to stagnate in spreadsheets, are not followed up in a timely manner or can simply be lost along the way. An automated system will allow you to classify your leads and give them a priority status, ensuring that every piece of business that can be won will be won.
Expired License Renewals
Software license renewals that fail to be actioned in a timely fashion can mean lost recurring revenue, lost customers and a gift to your competitors. An automated system will allow you to track license expiry, provide advance notice to incumbent partners and drive through renewals to closure can pay for itself in hours or days.
Reduction in Administrative Costs
Aside from the risk of loss, a manual lead and opportunity tracking process can be costly to maintain. Depending on the number of leads coming into the business, the process of allocation, tracking, feedback can run to extensive head count costs.
Investment in Marketing Programs
Each of your marketing programs will deliver a different type and quality of lead. Using an automated system to elicit feedback on each lead will help you to understand which programs are delivering return on your marketing investments.
Reporting and Analysis
RelayWare provides you with instant access to customizable reports and dashboards so you can easily assess the success of your lead management or renewal program and identify opportunities for improvement.
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