Sales Opportunity Management

Turn interactions into opportunities, opportunities into offers, and offers into sales!

Workcube Opportunity Management offers the ideal solution for both acquiring new customers and tracking new sales or project opportunities in existing customers. Opportunity Management, which is an important component of the Workcube CRM solution, allows your sales teams to access the information they need instantly by entering the system wherever they are, thanks to Workcube's 100% Web-based feature, thus enabling them to gain new customers by utilizing all sales opportunities.

Features
Instant access to detailed information about potential sales from anywhere
Unlimited opportunity and offer category definition
Registering follow-ups on opportunities
Phasing the opportunities
Ability to add related offers, documents to the opportunities
Recording and following all meetings and meetings held to turn the opportunity into a sale through the opportunity record
Creating easily a proposal from the opportunity, project registration, task assignment
Reports and dashboards about opportunities (Monthly sales activity, rate of conversion of opportunities to offers, of offers to sales, etc.)
Monitoring opportunities and offers by possibility ratio
Preparing offers in different currencies
Product baskets that the column information prepared parametrically (Stock code of each product, barcode, manufacturer code, product name, quantity, unit, serial number, price, 5 separate discount columns, payment method, delivery date, total price displayed, and automatic calculation)
Adding unlimited products to the offer manually or from a barcode device
Associating the offer with the sales employee or sales affiliate and reporting
Automatic order processing from quotation
Recording and managing all information about the offer (shipping method, payment method, place of delivery, reference, sales region, associated campaign, guarantees requested from the customer, competitor prices, etc.)
Selection of payment method for the offer
Attaching documents to the proposal
Ability to print, convert to PDF and send by email (with unlimited additional pages) by creating automatic proposals through proposal templates prepared specifically for your establishment
Adding follow-ups/notes to the offers

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Track your sales activity in real time with powerful reports and dashboards!

With the extensive reporting opportunities offered by Workcube, you can see the closest opportunities and offers to close, the conversion rates of opportunities to offers and offers to orders. You will instantly take the decisions and actions you need with the reports on your opportunities and offers, categories, possibilities, sales regions, sales employees, sales partners. Workcube Opportunity and Offer Management is your strongest assistant in closing your sales.

Increase your sales success with high-quality, customer-specific offers!

Unlimited additional pages can be added to the offers while the offers are prepared directly for the customer in the Workcube Sales Proposals management. You can always prepare stylish offers suitable for your corporate identity by using the pre-prepared templates for your offers, you can print these offers via Workcube Output Center, download them as PDF or send them directly to your customer via e-mail from the system. You can also record your follow-ups about your offers on Workcube Proposal management. In addition, by associating your offers with each other, you follow all the offer changes step by step from the first offer to the closing of the sale.

From the first day of your contact, your communication with your customers is recorded!

In Workcube, sales employees record the opportunities and stages the opportunities. It attaches offers, documents to opportunities, and records and follows up all meetings and conversations it holds to turn the opportunity into sales. Easily registers a project or job related to that opportunity from the opportunity. Thanks to this information, when the sales personnel are interested in any opportunity, they have the chance to quickly see and evaluate all the information together. Opportunity management helps preserve corporate memory. All interactions for opportunities that take a long time or even years to turn into sales remain recorded in your system for years, regardless of the sales employee.

Preparing an offer is very easy with Workcube!

Workcube sales proposal module allows you to manage all components and information related to your offers together. In addition to all general information such as payment and shipping information, the stage of the offer, the offer validity date, the probability of the offer turning into a sale, the sales employee or dealer who made the sale, the documents related to the offer, the guarantee information received from the customer, if desired, as well as the product and service components (quantity) in the offer. Information such as serial number, lot number, foreign currency price, discount rates can also be defined on a product/service basis. Features such as copying the offer, adding products directly from the barcode device to the offer, seeing the offers previously given to the customer together, minimize the time you spend on your offers.

According to the IDC Commercial Software Taxonomy research, in order to be compatible with the digital economy, you must have a secure and scalable infrastructure with 33 main software under 7 titles.

Workcube offers 28 main software on a single platform. It brings together 33 components with Google Workspace. CAD-CAM and engineering applications are integrated, strengthening your digital muscles!