Opportunity Management

Optimize sales force-customer relationships

Enable your field for optimal customer care relationship building with prospect and sales funnel visualization, automated reminders, pipeline management, and much more, ensuring the sales force can easily nurture their leads while feeding-back CRM data into the platform and across systems to create an authentically unified user experience.

Opportunity Management Highlights

Relationship Management and Tracking

Let your field compile and customize a digital Rolodex of contact cards – including contacts imported using data integrations – and then use that lineup to prospect and engage with their customers based on smart signals.

Customer Communication and Care

Fuel customer relations by handing your field the ability to send multiple messages at once, helping your field inform their customer base of new offerings, product lines, and more; automating the customer care lifecycle so leads get nurtured and closed.

Custom Sales Pages

Let your field’s creativity blossom with professional-looking customizable landing pages showcasing their products, including forms, videos, and calls to action.

Automated Actions

Equip your field with automated lead-nurturing actions, like reminders, personal trigger-based messages, labeling rules for contacts, and more, allowing them to structure actions for customer base management and engagement that the platform will execute for them automatically.

Contact Pipelines and Funnels

Deliver tools for your sales force to create and maintain multiple pipelines, helping them organize opportunities, then share those pipelines with other users and visualize pipeline progress in sales funnels.

Rich Analytics

Provide your field managers cutting-edge analytics tools – KPI management, sales value projection, pipeline time frame prediction, and more – and make it easy for management and corporate to make the right decisions based on easily legible, layered data.

“Our teams love Rallyware for interactive and collaborative learning; and our executives love Rallyware because we can see, via dashboards, how our sales KPIs grow specifically through training.”

"It was important for us to have such features as training, as well as a transparent system of incentives and recognition. Gamification for the achievement of the company’s KPIs was very much needed along with the robust opportunity management system."

By delivering the right activity at the right time, Rallyware customers see:

+47%

Workforce Engagement

+32%

Workforce Productivity

+43%

Higher Retention

24x

ROI