Increase the productivity of your sales team and close more business with MarketingPilot. MarketingPilot enables your business development team to work together to close business faster by providing an integrated system to track client relationships, business opportunities and all business development interactions. MarketingPilot can be customized to fit your internal business development methodologies and processes, making it easier for your managers to monitor your pipeline.

• Track an unlimited number of opportunities.
• Link opportunities to prospect and client dashboards.
• Dashboards for each representative.
• Roll-up opportunities for teams.
• Rank and score opportunities.
• Annotate opportunities with notes.
• Analyze opportunities with standard metrics dashboards.

Forecasting
MarketingPilot’s forecasting capabilities give you clear visibility into your sales pipeline. Accurate, timely forecasts of revenue and demand help sales close more deals, bring in higher profits, and align expenses with revenue growth.

Features
MarketingPilot's business development features include:

• View opportunities right on your home page.
• Quickly search for and find opportunities.
• Integrated CRM.
• Track every interaction with a contact/company.
• Track each contact's role.
• Create to-do and call lists.
• Track all the to-do's for each opportunity.
• Track product interest, expected revenue and odds of closing.
• Create estimates and bookings in MarketingPilot and store them for future use; convert estimates and bookings to invoices with no re-keying.
• Track payments and balance due.
• Track competitive activity.
• Sort and filter opportunities in a variety of ways.
• Store and manage contracts.
• Integrated email; log all messages sent automatically.
• Store all files; correspondence and other documents that relate to a client in the system.
• Annotate contact records with notes.
• Track business opportunities and create activity, spending and billing forecasts.
• Full access to production information including active jobs; job status, who's doing what, etc.

Automatic Alerts
Setup automatic alerts to remind your team to update opportunities and to execute key steps in the business development process.