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OP Tracker

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OpTracker is the solution for automating business processes of any company that requires increased productivity and efficiency in the sales organization, through the monitoring and control of business opportunities and managing prospects and customers, allowing to monitor the sales flow -from detection to closing- plus the benefits of having the forecast and performance evaluation, customizing the work of a business executive.

OpTracker is an integral tool for the marketing and sales areas that allow you to organize, manage and evaluate all your sales processes (prospecting, closing and monitoring), OpTracker allows to meet the primordial challenges of an organization to increase its chances of selling to their customers and prospects, which are:

  • Adequate follow-up of opportunities for vendors.
  • Customer service in a personalized way by having a history of the business relationship with the customer.
  • Visibility of the prospects and opportunities of an executive in case of him retiring from the organization.

OpTracker has the following characteristics:

  • Customer, visits and contacts records.
  • Opportunities Forecast.
  • Allocation of shares to executives.
  • Territory assignment to executives.
  • Performance evaluation by the Executive.
  • Configuration of business methodology for advances records.
  • Opportunities qualifications.
  • Tool to create search filters for opportunities.
  • Hypertext Opportunities Searches (Database and Documents.
  • Notifications Service.
  • Performance Indicators.
  • It provides a friendly web interface that allows a simple way to capture opportunities.
  • Registration of activities performed from an opportunity.
  • Registrations of acquired commitments to the opportunity follow up.
  • Functionality to attach files on the activities and / or commitments.

Benefits


  • Optimizing time and resources.
  • Timely reporting of sales process.
  • Making better decisions.
  • Improved relations with customers.
  • Better planned Activities.
  • Flexibility.
  • Increases the business force productivity.

Deliverables


OpTracker solution includes the following products:

1OpTracker solution

2Notifier solution

3Databasestructure

4Technical and operative documentation of the system

All our business solutions include: consulting, requirements analysis, process design, adaptations to the technology solution, implementation support.

 
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