Tracking Sales Opportunities
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The document provides guidance on tracking sales opportunities, recommending tracking the client company name, opportunity description, sales cycle, projected close date, projected value, client contact information, current value, and date added. It also recommends tracking qualification data specific to the opportunity such as referral source for real estate brokers, square footage and lease dates for commercial brokers, budget and start dates for projects, and number of employees for specialty products. Outlook and Excel are identified as tools for tracking this opportunities data.
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Tracking Sales Opportunities
- 1. Educational Moment for: BNI Greenway Tracking Opportunities Presented by: Misty Khan Advena Artemis LLC Tuesday, December 4, 2012
- 2. What to Track • Client Company Name* • Opportunity Description* • Sales Cycle* • Projected Close Date* • Projected Value* • Client Company Contact Name & Info • Current Value • Date Added
- 3. What to Track: Qualification Data – Real Estate/Mortgage Broker • Referral Source – Commercial Broker • Square Footage • Lease Expiration Date – Project Oriented Opportunities • Budget • Start Date – Specialty Products / HR • Number of Employees
- 4. Where to Track • Outlook
- 5. Where to Track • Excel