Manage sales opportunities with Vertec

Good news for your sales team: In Vertec, Opportunities can now be entered, managed and evaluated. What exactly does this mean? With the opportunities, you always have an overview of your current open sales opportunities.

Which potential customer is likely to close a project? When would you expect to close a project and what is the volume of the project? Answer to these essential questions can now be found right in Vertec.

Of course, you can also see from which completed opportunities a project arose. Various evaluations, such as the expected turnover per salesperson over the course of the year, round off the functionality.

The sales process in Vertec illustrated in detail

Opportunities are used to detail the sales process in Vertec. They are used to bridge the gap between the first contact with a potential customer and the entering of a project.

Requirements and functionality

As of Vertec Version 6.5, the additional feature “Opportunities” can be installed. It can already be used with the basic module “Services & CRM”.

The additional feature activates the required link types and creates the folders for the evaluations. Opportunities can be entered for any address. In most cases, the address corresponds to a company to which an opportunity is assigned.

a project can be created from each opportunity. This can be done via the entry “Project” in the new menu on the respective opportunity.

In order to document customer communication about a sales opportunity, activities can be entered for opportunities.

Overviews and evaluations

In the Sales Pipeline folder, a subfolder of the Sales root folder, you will find a graphical overview of the current status of all your open opportunities. It also shows the probability of a customer entering a project. This is a value that was entered manually beforehand.

Further subfolders of the “sale” root folder offer the possibility of searching for opportunities and filtering them according to specific criteria. Furthermore, it is possible to show all closed opportunities. The other way round, the annual overview shows all planned deals grouped by salesperson.

Download in the Knowledge Base

The additional feature is available for Download in the Knowledge Base. There is also an accompanying article explaining all further details. If you have any questions, our Support Team will be happy to help you.

What are additional features?

With additional features, you can add more functionality to your Vertec installation with just a few clicks. And that’s completely free of charge.

Technically speaking, these are XML files that are imported and set up, for example, certain folder structures including user rights, evaluations, report templates, scripts and process automations.

Exchange in the Vertec Forum

How do you map your sales process from the first customer contact to the completion of the project? Discuss process design and technical implementation in the Vertec Forum.