How QAD improves sales forecasting

QAD Customer Relationship Management > CRM Overview Demo Guide > Demonstration – Sales Force Automation > How QAD improves sales forecasting

Opportunity

The customer you plan to speak with today had asked about accessory products, so you will likely want to record this as an open “Opportunity” on the sales funnel.

Enter all of the details about the opportunity, including the Source. You can use these fields for sorting and analysis. You can also enter a probability. Initial inquiries default to a low probability – 10% - but you can change this based on my confidence.

Demo

1. Click Opportunities tab

2. Click Column Heading Create Date 2 times to sort

3. In Opportunities, right-click

4. Select Add

5. In Details, enter Contact Kelly Robinson, Short Description Product Inquiry Source Seminar / Conference, Site 10-100, #Stage QUOTE Probability 25%

6. Click Save

Key Points

• Track all new leads as opportunities

• Codes like Source used for sorting and analysis

• Probability reflected on weighted funnel reports