Oversee Every Opportunity
Empower salespeople to manage inquiries, proposals, and all activities from a dependable point of reference.
OPPORTUNITY MANAGEMENT
Track Each Opportunity From Inquiry to Job Won
Tired of sending a quote and crossing your fingers? Commusoft enables field service companies to proactively oversee and pursue each inquiry, ensuring you make the most of every opportunity your business gets. See the difference when your salespeople can confidently track their pipelines, access a single source of truth for prospect and sales records, and build powerful processes for following up and winning more jobs.
Standardize Selling With Opportunity Management
Build Your Pipelines
Build custom sales pipelines and easily follow opportunities through the stages of the buying journey.
Handle More Opportunities
Scale your selling, with time-saving templates, pre-configured notes, attached files, and handy automations.
Always Be Selling
Schedule and manage a variety of sales activities to guarantee your salespeople always know their next step.
Incorporate Job Site Data
Ensure surveyors record required information while on site, and seamlessly integrate data into your proposals.
Automate Follow-Ups
Ensure no opportunity is buried by enrolling leads in automated communication workflows with set triggers.
Convert More Prospects Into Customers
Oversee Every Stage of Selling
Sales Pipeline Management
Visualize your opportunities across an intuitive sales pipeline and quickly see which ones are progressing and which are held up. Commusoft makes it effortless to manage multiple pipelines and customize the different stages to reflect your unique business and the services you offer. Whether by customer type, asset, or industry – it’s entirely up to you! Commusoft pipelines provide rich details at a glance, such as customer data, outstanding or upcoming activities, and potential revenue.
All Opportunity Details in One Place
360° OPPORTUNITY VIEW
All the information your salespeople need is kept in one easy-to-navigate opportunity record. With Commusoft, your team can develop a granular understanding of a single prospect by accessing a full communication history, upcoming activities, proposals and pricing, site and survey details, and more. Centralized records ensure everyone in your team is on the same page and avoids potential mistakes and confusion.
Discover How to Maximize Every Sales Opportunity!
Standardize and Simplify Your Sales Process
Stay One Step Ahead of Prospects
SALES COMMUNICATIONS
The right communications at the right time keep your sales moving and prospects interested. Commusoft lets salespeople schedule set activities, such as calls, emails, and SMS. Message templates standardize and accelerate those actions, guaranteeing your team say the right thing with minimal effort. Plus, with automation, you can place prospects in specific sequences, like email engagement campaigns that triggers every few days. These tools keep your company top of mind, bettering your chances of winning the job.
Capture Valuable Data On Site
MANAGE SITE SURVEYS
It’s difficult to build good proposals without accurate site data. That’s why Commusoft Sales offers surveyors and estimators a workflow to reliably capture site information through photos, forms, and notes – all from their smartphone. Survey forms are customizable per opportunity type, ensuring your sales team receives the exact details needed. This information can then be reviewed against the opportunity and quickly inserted into proposals with a few clicks.
More Ways to Transform Opportunity Management
-
Opportunity Templates
Templates can streamline your sales process by quickly providing a uniform starting point for adding new opportunities. Every installation you offer can have a unique template with preset information such as notes, preferences, default customer messages, survey templates, and expiration rules. Plus, you can attach relevant files, such as product guides and sales brochures, so they’re always at hand. With these templates, you can ensure every person conducting sales offers prospects a consistent experience from the start.
-
Zapier Integration
Take your operations to the next level by creating zaps that suit your unique sales workflows! Zapier empowers Commusoft users to automatically share data across platforms. Triggers include opportunity canceled, opportunity won, pipeline stage changed, opportunity lost, and proposal sent. Meanwhile, Zapier can also action Commusoft to create a new opportunity. This gives you the power to connect different sales, marketing, and CRM tools to Commusoft as you see fit.
-
Rotting Days
Rotting days highlight opportunities that have been idle for a set period of time within a pipeline stage. These can be set differently for each stage, for example, your inquiry stage may have 5 rotting days, while the proposal stage has 15 rotting days. When the number of rotting days is exceeded, the opportunity will clearly show as red in the pipeline, letting everybody know that the opportunity is idle and may need special attention.
-
After-Acceptance Tracking
Most commonly, sales are considered complete when the customer accepts the proposal and the opportunity is marked as “won”. However, you can choose to continue tracking opportunities beyond won, for example, while financing is pending approval, until the deposit is paid, or until the job is scheduled. This is especially useful if your business expects the salesperson who secured the job to ensure that it moves ahead as planned.
-
Rejection and Cancellation Reasons
Unfortunately, not every sale goes to plan. Naturally, some opportunities will be marked as “lost”. When this happens, tracking what went wrong and understanding why the prospect didn’t choose your business is important. Commusoft allows you to record the reasons why opportunities were lost or canceled, so you can pinpoint areas to improve and enable sales teams to win more jobs going forward.
Sales Opportunity Software FAQs
-
Opportunity management software is a digital platform that enables salespeople to track and manage all sales activities effectively. Custom pipelines allow salespeople to view and organize their deals, ensuring no prospect falls through the cracks.
Further, centralized dashboards provide up-to-date information on each opportunity. Here they can also create and enroll leads in automated communication sequences. This means your sales team can follow up with prospects faster, and with accurate information.
A personalized sales journey, where the salesperson showcases their expertise and attention to detail, and makes the prospect truly feel cared for, will have a considerable impact on the amount of new business you can win.
If you’re tired of outdated quotes and are ready to take sales to the next level, schedule a call with our team today!
-
Commusoft’s sales opportunity management software pricing depends on how many licenses you need, and which of our powerful plans you choose!
Our platform and suite of tools support both small and large service businesses with a minimum of 4 contracted licenses per account. Please note, our product is not suitable for businesses with less than 4 members.
Learn more about each of our plans ➞
Related Commusoft Features
Discover more ways Commusoft Sales helps sales teams take all aspects of selling to the next level!
Proposal Management
Improve your job win rate by building professional proposals, tailor your offerings to suit each opportunity, and impress prospects with digital documents.
Budgeting & Pricing
Enable business decision-makers to price each sale for profit, and establish beneficial margins, and understand how each service you offer impacts company revenue.
Customer Financing
Encourage more prospects to choose your team by offering unmatched financing options. This solution enables customers to select higher-quality services, without stress.
Proposal Acceptance Portal
Build a dynamic self-service proposal portal and empower customers to review and accept your offerings any time of day.
More Sales Content
Mastering Your Trades Sales Pipeline
Chapter 2 of The Ultimate Guide to Sales Strategy covers how to structure your sales process, pipeline management, and recommendations for communicating with prospects.
Sales Pipeline Metrics to Track for Trade Companies
Discover the sales pipeline metrics your team should track, how each team member contributes, and how these measurements can help your sales team set and exceed goals.
Stop Quoting, Start Selling!
Learn how a sales system can help your team increase service sizes, build memorable proposal templates, and create lasting customer relationships.
