iTools Opportunity Status Monitor
By Insitu Software, LLCDashboards & Reports
- Rating
- 5.0
- Reviews
- 2
- Pricing
- Paid
- From $3.25 per user per month
- Listed since
- 2010
About iTools Opportunity Status Monitor
Keep your deals on track
Exclusively designed for sales professionals, sales managers and executives, the iTools Opportunity Status Monitor tracks your sales opportunities and provides what you need to improve sales productivity and effectiveness. With configurable evaluation criteria, a robust scoring system and continuous analysis, the iTool helps accelerate pipeline velocity and ensure sales team accountability. Engineered with flexibility in mind, you can use one configuration for your entire sales team or customize for specific teams or individuals. Key Features
- Seamlessly integrates into your sales management process.
- Stagnant and at-risk accounts are flagged and alerts issued, so you can quickly pinpoint what is needed to help deals close faster.
- Stage dependent required fields help capture data at the right time and ensure key milestones are achieved on a timely basis.
- Alerts are sent when unexpected changes are detected.
- Sales activities are monitored to make sure the team is executing according to plan.
- Use the Scoreboard to visualize overall deal status and identify the ones most at-risk based on their relative value and probability.
- Alerts sent via email and/or Chatter.
Highlights
- Identify stagnant and at-risk opportunities. Send alert notifications.
- Use Opportunity Scoreboard to visualize overall deal status relative to value and probability - and quickly identify those red-flag opportunities needing follow-up action.
- Must install iTools Configuration Manager prior to iTools Opportunity Status Monitor. See configuration guide for details.
Screenshots
Image 1 of 6
Pricing
Paid, from $3.25 per user per month.
| Plan | Price | Billed | Free trial |
|---|---|---|---|
| Default Plan | $3.25 per user | Monthly | 30 days |
Use “Get it Now” to install a 30 day free trial. Subscription includes use of all 6 tools in the iTools suite. Search “itools” on the AppExchange for more information.
The publisher offers discounts.
Compatibility
- Works with
- Sales Cloud
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Not supported
- Salesforce security review
- Passed on April 17, 2021
- Languages
- English
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