Sales Opportunities Are Continuously Monitored and Managed

Business Opportunity Tracking

In a competitive market environment, successful sales teams need to have an efficient lead tracking management process in order to capture, follow-up and ultimately convert leads. Luyun CRM customer management system business opportunity management features become one of the secrets to improve sales efficiency.

The Luyun CRM system allows the sales team to track the entire life cycle of a lead, from initial contact to closing. Sales reps can record the status of the opportunity, key events, contact history, and next action plan. This helps ensure that business opportunities are not overlooked or missed.

Automatic Reminder and Task Management

Create a clear schedule of tasks, including calls, emails, meetings, etc., to ensure that each opportunity is followed-up in a manner orderly.

Business Opportunity Classification and Assessment

Periodically review and update the classification of business opportunities to ensure that they are consistent with the actual situation. Constantly assess the quality of business opportunities for better resource allocation.



 

Business Opportunity Follow-up

Update business status and contact history in time so that the whole team is aware of the latest status and progress of business opportunities. This facilitates collaboration and coordination of sales activities.

Reporting and Analysis

Use reported data to identify successful strategies and trends, and then adjust sales strategies to improve efficiency.

Focus on the most potential business opportunities to increase the transaction rate.

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