Mindmatrix’s Opportunity database is central to the Opportunity management functionality. As a new opportunity flows in, the fields are automatically mapped and then the opportunity is input into the database.
The Mindmatrix Platform allows you to create multiple Opportunity types based on your business plan for Opportunities. Mindmatrix’s Opportunity module is flexible in the sense that it allows you to add ‘N’ number of custom fields, decide which user groups should have visibility of those, change the layout of the fields, etc.
These Opportunity Types can be shared with the selected sets of users and thus providing the company with the ability to assign different Opportunity Types to different user groups.
Make the most of your interaction with your opportunities with powerful lead nurturing programs and impactful suggestions made by our AI tool
Your partners can interact with the contacts in the Opportunity by sending related assets to the associated contacts or add these contacts to playbooks to nurture them for closure. The Mindmatrix platform recommends assets to partners to help to convert the Opportunity.
Track Opportunity status effectively with in-depth Opportunity reports
Mindmatrix offers detailed reports, complete with visual representations that explain
- Market-wise distribution
- Associated contact activities
- What’s lacking in terms of Sales and Marketing activities for the Opportunities created/shared with the User
Get important Opportunity notifications and alerts on mobile devices
Mindmatrix allows users to create a list of Opportunities, filtered based on various custom conditions, and program it to send notifications, so no time is lost in responding to an Opportunity in the right manner.
Opportunity scoring
Scoring and Incentives can be created based on various conditions related to the Opportunities. This helps in motivating partners to close the Opportunity and also gives the vendor an insight into the most effective Opportunity types, market, and other factors.
Multi-currency support
The Opportunities can be created in any currency and the Mindmatrix platform will automatically convert it to the user’s currency while displaying it to the user.
Real-time, bi-directional Opportunity sync with CRM
Mindmatrix supports real-time, bi-directional sync between the opportunity database and CRM platform. The Mindmatrix platform integrates with all leading CRM platforms including SFDC, Autotask, ConnectWise, and more for a seamless flow of Opportunity data back and forth.
Opportunity segmentation for smart opportunity management
Mindmatrix allows for the creation of Opportunity smart lists, whereby the opportunities are segmented based on various predefined conditions and automated notifications are sent to specified users.
Opportunity widgets
View key opportunity-related data and get easy access to the opportunity section via the opportunity widgets in the dashboard.
