When is a Sales Opportunity an Opportunity in Your CRM?

Sales force automation is one of the three biggest reasons to implement a customer relationship management system, but some of the business rules for tracking sales are not universal to all businesses.  For instance, CRM products such as Microsoft Dynamics 365 and Salesforce center on tracking sales opportunities.  How you define opportunities for your business may be different from how other…

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When is a Sales Opportunity an Opportunity in Your CRM?

Sales force automation is one of the three biggest reasons to implement a customer relationship management system, but some of the business rules for tracking sales are not universal to all businesses. For instance, CRM products such as Microsoft Dynamics 365 and Salesforce center on tracking sales opportunities.

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Author: Jim Townsend

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