Benefits you will obtain

  • View key information of the commercial activity of your company.

  • Measure the performance of your sales team.

  • Set up reminders and notifications to follow-up potential customers.

  • Attach proposals, contracts and additional documentation from your clients, avoiding paperwork.

  • Achieve better decision making for your business by having updated information at any time and from any device.

Easily manage projects by exploiting the collaborative functionalities of Smartsheet designing and following up your work plans.

With dashboards: know in real time:

  • Status of open opportunities.

  • Reasons for closing lost opportunities.

  • Average days to close a sale.

  • Opportunities by product and vendor.

  • Profile of your clients.

Generate personalized reports on:

  • Opportunities of a specific product.

  • Opportunities by stage of the commercial process.

  • Opportunities per vendor.

  • Summary of closed opportunities.

Collect information using forms

  • New opportunities.

  • Strategic accounts.

  • Main contacts.

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