Pipeline Management

Managers need visibility into the activities of their reps and insight into where they stand with their pipelines. Sun Bear provides visibility into the sales pipeline as well as tools to optimize management of the best opportunities.

• Monitor each lead as it is moved through the pipeline and accurately forecast sales and revenues.
• Consolidate all leads from across your organization into one repository.
• Lead Recipients can schedule next actions, action owners and next action dates ensuring that no opportunities fall out of the pipeline.
• Sales Managers receive appropriate automated lead notifications (new lead, follow-up date alert, etc).
• Automatic date/time stamping, campaign or lead source tracking, lead status changes, and lead activity management.
• Gather sales stage information such as stage, value, close date, etc.
• All information is automatically tied back to the prospect and can be used for ROI analysis, as selection criteria for subsequent campaigns, etc.

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