Our client requested an easier flow for creating and updating opportunities because they found that their sales team was not adding information in their company’s Vtiger CRM. This led to lost information and weaker sales outcomes.
To combat this problem, Boru created a tool that simplified the process of entering data and saved the salespeople time. With this customization, the steps are streamlined and sales can create many activities with just a few clicks of a button. Plus, all of it is accessible on their “Opportunities” pages.
This tool contains the following:
- Visual Graphic Progress Meter: track the progress of the sales opportunity with a color-coded and labeled progress indicator bar
- Activity Wizard Pop-Up: add details about each step of progress while on your current opportunity page
- And More: streamlined 25 details related to their opportunities