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Opportunity Management

Increase the productivity of your business development 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. MarketingPilot's business development features include:

  • Integrated CRM.
  • Track every interaction with a contact/company.
  • Track each contact's role.
  • Track Jobs.
  • Create to-do and call lists.
  • 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.
  • Store and manage contracts.
  • 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.

Opportunity Management

  • 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.

Business Development Methodologies
Create business development process templates to map your unique opportunity management process into MarketingPilot. Different types of opportunities may require different methodologies; MarketingPilot enables you to setup as many templates as are needed for the different types of opportunities.

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

 


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