Opportunity Management

Customizable Stages for Improved Efficiency

LionO360 CRM comes with the flexibility to easily adapt to your business. You can seamlessly customize and define fields or opportunity stages suited to your specific process cycle or business needs.

Our system eliminates the need to be dependent on developers to customize stages. You can create and set your customized opportunity stages to effectively drive your conversion campaigns.

Easily Track Your Opportunities

Easily view where opportunities are lying in your sales cycle. Leveraging your LionO360 account, you can access opportunities, edit opportunity details, and create comments.

You can also view communication made by previous representatives for each opportunity, view activity history, and more with the LionO360 Opportunity Management module. Thus, using our system, you can have a clear picture of current happenings and can focus more on conversions.

Moreover, tracking missing information or details from your customer end can be easily accessed in an integrated manner at the opportunity stage. Tracking such information can help your sales team prioritize acquiring such required customer information to accelerate conversion.

Unified Insights Through Opportunity Dashboard

LionO360 CRM’s opportunity dashboard gives you an idea of how well your sales team is performing and enables you to make informed decisions and prevent losing opportunities. Demonstrating your specific needs, you can customize the view of opportunity insights.

Our CRM enables you to access your choice of available dashboards that help you with all the essential information that you need to run your sales & marketing campaigns and drive seamless customer support operations.

Improve Conversions with AI Opportunity Scoring

With LionO360 CRM, enable your team to prioritize their efforts for opportunities that are more likely to be converted. Our CRM comes with AI-based opportunity scoring functionality that helps generate a score for each opportunity. Your sales team can focus on more promising opportunities first to drive improved efficiency and faster conversion rates.

Along with AI-configured opportunity scoring, our CRM system generates a grading score for your customer that determines whether the opportunity is eligible or not. This eligibility is calculated based on customer demographics, yearly revenue, number of resources in the organization, etc.

Close More Sales Opportunities

With the help of AI-based opportunity scoring, identify high-value opportunities and enable your team to spend time and energy nurturing them rather than those unlikely to close.

Thus, out of the bulk opportunities data, your sales team can ensure that they are prioritizing and working on opportunities that are more likely to convert. This ensures the probability of converting more and more sales opportunities.

In addition, by applying bulk changes using mass edit functionality, the sales team can better focus on sales conversions instead of dealing with manual updates for each similar activity.

Tracking Customer’s Missing Details

Instead of tracking customer information provided so far and what is yet to be received, now enjoy a simplified way of accessing all the missing information required in a unified way.

This access to the customer’s unified information can enable your sales team to instantly make informed decisions and speed up the conversion process.

With stage progress facts and analysis, your sales team can have an idea about all those things that are impacting the opportunity score empowering them to perceive what to focus and prioritize and what not to ensure sales conversion.