OppTrack

OppTrack Business Opportunity & Quote Tracking
This comprehensive module captures tracks and analyzes all of your pre-sale activity. Designed for progressive rep firms who maximize and organize their before–the–sale efforts. Features include:

• Generate Opportunity Activity Reports or Excel spreadsheets for your manufacturers
• Multiple Contacts per customer/prospect
• Opportunities can be anything that represents potential business – a rumor, a commitment from a buyer, etc. Customer and project name uniquely identifies each opportunity.
• Multiple Quotes can be generated per opportunity
• Powerful and fast Searching (online inquiries and reports) of the OppTrack data base by any combination of manufacturer, customer, inside or outside salesperson, dates, distributor, territory, OEM Vs Disty, exact or wildcard part number
• Professional quality Quote Printing/Faxing. No more custom input of endless quotes
• Conversion of successful Quotes to Orders with a single click
• Attach unlimited Action Items & Free Form Notes to opportunities and/or quotes
• Forecasting from opportunities
• Generate To Do Lists from action items by date, inside salesperson, outside person, and other criteria.

OppTrack Replication & Synchronization
This option facilitates your outside sales force independently maintaining their portion of the OppTrack database in the field, with home office synchronization on demand.

This feature includes:

• Replicate a given salesperson's portion of the OppTrack database
• Transport the replica to a notebook computer
• Simultaneously add, edit or delete data in both the field and home office
• On demand bi-directional synchronization and updating of both the home office and salesperson's OppTrack database