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Integrating CRM Across Your Organization for Business Success by Andrew Blackmore

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Sales management

The sales management feature is usually the most popular feature in a CRM application. Sales management is for helping your sales team make sales to new and existing customers.

We call the feature that is used to keep track of each sales opportunity in the CRM application an opportunity or sales opportunity. In non-integrated CRM, once a sale is made and an order is taken, the sales user will need to use the ERP application to process the order, resulting data being entered twice, and a disconnected process.

A sales pipeline is a snapshot view of how your sales opportunities are progressing. Some opportunities may be newly created, some may be in progress, and some may have been completed, either by a sale coming through, or they ...

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