Oversee Every Opportunity
Empower salespeople to manage enquiries, proposals, and all activities from a dependable point of reference.
Tired of sending a quote and crossing your fingers? Commusoft enables field service companies to proactively oversee and pursue each enquiry, ensuring you make the most of every opportunity your business gets. See the difference when your salespeople can confidently track their pipelines, access a single source of truth for prospect and sales records, and build powerful processes for following up and winning more jobs.
Empower salespeople to manage enquiries, proposals, and all activities from a dependable point of reference.
Build custom sales pipelines and easily follow opportunities through the stages of the buying journey.
Scale your selling, with time-saving templates, pre-configured notes, attached files, and handy automations.
Schedule and manage a variety of sales activities to guarantee your salespeople always know their next step.
Ensure surveyors record required information while on site, and seamlessly integrate data into your proposals.
Ensure no opportunity is buried by enrolling leads in automated communication workflows with set triggers.
Visualise your opportunities across an intuitive sales pipeline and quickly see which ones are progressing and which are held up. Commusoft makes it effortless to manage multiple pipelines and customise the different stages to reflect your unique business and the services you offer. Whether by customer type, asset, or industry – it’s entirely up to you! Commusoft pipelines provide rich details at a glance, such as customer data, outstanding or upcoming activities, and potential revenue.
All the information your salespeople need is kept in one easy-to-navigate opportunity record. With Commusoft, your team can develop a granular understanding of a single prospect by accessing a full communication history, upcoming activities, proposals and pricing, site and survey details, and more. Centralised records ensure everyone in your team is on the same page and avoids potential mistakes and confusion.
The right communications at the right time keep your sales moving and prospects interested. Commusoft lets salespeople schedule set activities, such as calls, emails, and SMS. Message templates standardise and accelerate those actions, guaranteeing your team say the right thing with minimal effort. Plus, with automation, you can place prospects in specific sequences, like email engagement campaigns that triggers every few days. These tools keep your company top of mind, bettering your chances of winning the job.
It’s difficult to build good proposals without accurate site data. That’s why Commusoft Sales offers surveyors and estimators a workflow to reliably capture site information through photos, forms, and notes – all from their smartphone. Survey forms are customisable per opportunity type, ensuring your sales team receives the exact details needed. This information can then be reviewed against the opportunity and quickly inserted into proposals with a few clicks.
Opportunity management software is a digital platform that enables salespeople to track and manage all sales activities effectively. Custom pipelines allow salespeople to view and organise their deals, ensuring no prospect falls through the cracks.
Furthermore, centralised dashboards provide up-to-date information on each opportunity. Here they can also create and enrol leads in automated communication sequences. This means your sales team can follow up with prospects faster, and with accurate information.
A personalised sales journey, where the salesperson showcases their expertise and attention to detail, and makes the prospect truly feel cared for, will have a considerable impact on the amount of new business you can win.
If you’re tired of outdated quotes and are ready to take sales to the next level, book a call with our team today!
Commusoft’s opportunity management software pricing depends on how many licenses you need, and which of our powerful plans you choose!
Discover more ways Commusoft Sales helps sales teams take all aspects of selling to the next level!
Improve your job win rate by building professional proposals, tailor your offerings to suit each opportunity, and impress prospects with digital documents.
Enable business decision-makers to price each sale for profit, and establish beneficial margins, and understand how each service you offer impacts company revenue.
Encourage more prospects to choose your team by offering unmatched financing options. This solution enables customers to select higher-quality services, without stress.
Build a dynamic self-service proposal portal and empower customers to review and accept your offerings any time of day.
Chapter 2 of The Ultimate Guide to Sales Strategy covers how to structure your sales process, pipeline management, and recommendations for communicating with prospects.
"We’re getting our proposals out in record time; which means we can focus our time elsewhere which is the biggest plus!”
Learn how a sales system can help your team increase service sizes, build memorable proposal templates, and create lasting customer relationships.