Maximizer Opps Viewer
The Maximizer Opps Viewer is a powerful tool designed to help Sales Leaders visualize and organise their sales pipeline with a comprehensive overview of opportunities. By centralising opportunity information and streamlining opportunity management processes, the Opps Viewer module offers numerous benefits to Sales Leaders, allowing them to focus their activities on the Opportunities that matter, as well as managing the retrospectives and forecasting.
Sales Leaders can manage several sales teams. Each team can follow a unique process with different stages and requirements along the way. With the Opps Viewer, you can customize the Kanban board to reflect the desired Sales Process, creating a tailored workflow for each process.
• This module is populated with all the data points from the Opportunity module, meaning that each card you see on the screen is an existing Opportunity in your CRM.
• You can filter by Date. This date will actually be filtered by the Close Date field in the Opportunity. You can also filter by the Revenue Type.
Note: Remember that the Revenue Type is a field that you can configure in the Settings menu.
• Using the board, you can drag and drop cards through the columns, acting at each stage as required by your company’s process. You can also assign them to a specific status:
– Won
– Lost
– Abandoned
Customize the layout for cards
Different users need to see specific data in the cards. For example, a sales manager wants to see the various revenue types of deals, while a renewal manager wants to check the Confidence Rating field to assess the health of renewal opportunities. Users want the ability to customise which fields are displayed in the cards.
You can select up to 6 fields to display in the cards. To customize the layout, click the Gear button to open the dialog that is showing all of the available layouts.
This will display all the Opportunities that are included in the selected process and the board will display each Opportunity in the corresponding stage.
If you’d like more information around the Opps Viewer, please connect with us.