CRM / Opportunities and offers

Opportunities and offers

Opportunity Details

Comprehensive opportunity data for the organization, enabling complete management of sales-related details 

 Opportunity Details  
Hayakala provides a comprehensive set of opportunity-related information, enabling the sales department to identify the key factors for successfully winning the opportunity.

 Quotations   
The CRM module integrates with the Sales module to create price quotations, ensuring a seamless connection within the opportunity process. This enables the sales representative to manage opportunities clearly and comprehensively.

Dashboard

A dashboard that displays actions and opportunity details related to tasks, providing all essential information for the sales representative.

 Ease of presentation and simplicity  
It facilitates sales representatives in viewing general updates on created opportunities, while also allowing the team leader to access detailed information about their team.

 Inclusiveness  
These indicators include all information related to opportunities and quotations, allowing the responsible person to have a comprehensive overview.

 Quotation Management and Follow-up

Complete management of created quotations and their updates, providing full control over the opportunity process.

 Won / Lost Opportunity Statuses  
Comprehensive variety in defining opportunity and quotation statuses, including specifying reasons for win or loss, to enable future analysis and review of opportunities .

 Opportunity Stages 
Opportunity workflow stages can be created, allowing the organization to customize the sequence of the opportunity process, enabling efficient tracking and quick overview.

 Sales Team 
Comprehensive opportunity management and task allocation, enabling the creation of multiple sales teams comprising members and supervisors. This structure facilitates opportunity management, performance measurement, and monitoring of quotations and opportunities.

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