Prospects

Control your pipeline


  • Monitor the progress of the sales cycle by salesperson or by stage
  • Promote prospects into customers in Sage BusinessVision
  • Track all communication with a prospect including, Calls, Appointments, Emails,  Quotes and much more
  • Generate, e-mail, store and transfer quotes into Sage BusinessVision as easy as clicking 1 button
  • Saves  valuable  time by reviewing prospect status without having to remove staff from the field for endless sales meetings.
  • Close deals faster by centrally tracking key deal information.
  • Enable more effective team selling with team-based ownership.
  • Create and monitor customized offers and pricing for each opportunity.
  • More effectively position against the competition with seamless competitor tracking.
  • Better identify and leverage extended relationships (lawyers, consultants) in the sales process.
  • Streamline proposal creation with embedded document management capabilities.

© 2019 Progressive Software Solutions