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Opportunity Manager, in conjunction with other FirmWorks™ modules, applies true sales force automation capabilities to accounting firm sales efforts. Opportunities are identified for both clients and prospective clients. Details about the prospective service are collected and responsibility for selling the job is assigned to firm members. As sales efforts are made, they are easily documented so that the efforts can be reviewed and supported by firm management. Opportunity Manager projects the impact on the sales of new services on firm income and resources. |
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Features include:
- Provides a ‘single view’ approach for sales of services to both clients and prospects
- Collects information about the prospective service: Key contact • Referral source • Service type (firm definable) • Expected fees • Confidence Measurements • Status (firm definable)
- Generate Word & Excel documents (templates) for creation with automatic population of prospect information, activity-centric storage and retrieval
- Tracking for critical dates
- Multiple assignment of staff to service opportunity: Concise assignment views promote easy review and follow-up on assignments • Assignments flow to staff calendar • Assignments generate notifications about assignment and important opportunity information
- Sales report views for analyzing actual and projected sales results
- Capabilities for emailing and creating documents related to opportunities
- Firm definable work statuses and stages to track services
- Detailed tracking of activities related to the selling of the service: Date contact made • Firm member making the contact • Info about the contact • Follow-up assignments
- Custom reporting about service opportunities with links to Microsoft Excel
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Module Overview