Activity Management

This is the screen that allows the company to record the opportunities coming from the meetings, fairs, web pages of the companies, social network channels they use or different channels. Task assignments such as offer tendering, visits, and phone calls can be made depending on opportunities. It enables you to track all the work done based on an opportunity from a single screen.

The expected earnings from the opportunity can be entered into the system, and analysis can be made by comparing the amount of expected earnings after the work done with the actual data in the ERP. It is possible to track information such as how many of the opportunities have been successful, how many have been lost; for the lost opportunities, why or to whom they were lost. The whole process can be tracked and reported in the system. Information that has not yet turned into an opportunity for the company, but has the potential to turn into an opportunity can also be entered into the system and tracked.

In this field where potential opportunities are determined, data such as contact information, expected income, realization percentage can be entered.

What can be done?

• Opportunity Entries
• Offer Tracking Depending on Opportunity
• Customer Tracking Based on Opportunity
• Tracking CRM work (Appointment, meeting, offer …) depending on opportunity
• Opportunity Status Tracking
• Opportunity Tracking Based on Working Group