Opportunity Analyse

The process of opportunity choice describes an assessment of customer or hot lead market chances, and includes collection of data that may be important for your cooperation with clients. The major aim is to make an Offer for a Customer or a Lead.

Processing Contacts

For the most part the work is carried out at the classification of clients. A basic tool for differentiating clients is the Company Type field. Company type is edited in the Company Property dialog. In this case the Company Property dialog is used as a Sales Cycle. The administrator can define a list in the Customer Types menu.

Use the Advanced Search mechanism in the Customer Types field for a quick sorting of clients according to the criteria required for a certain step. At the same time you can add clients to the Distribution List for further operations.

Attributes

In addition to the initial classification you may need to develop an additional system of attributes, for example, the one that describes clients in terms of possibility to conclude an agreement. In order to define additional characteristics for your clients, use the Remarks mechanism, where you can store keywords and attribute values.

For example:
source=China Traid Fair 2006,
percent=60%,
capacity=1000,
kind=supplier/customer

Later using the Global Search, you can search for various combinations of attributes, display contacts and add them at the same time to the Distribution List that is aimed at implementing further operations. To add to the list, copy and paste an object from the clipboard.

Operations

Order Forecast: calculate an overall amount of an Offer.

This operation is implemented by exporting to Excel all attribute values (in this case capacity is important) of the selected contacts and further operations with them in Excel spreadsheets.
Mark your subscribers and right click on the Distribution List to open a pop-up menu. Select Export to Excel from the pop-up menu. Results of your calculations can be saved as an Excel file. Create a new communication and attach the file with your analysis and calculations to the newly created communication. See feature Communication.

Tip: To find a newly created Excel spreadsheet, use the Most Recent Documents list that is embedded into the Windows File Opening dialog. If you need to change attribute values of a subscriber, do not forget to make changes in 3C Office.