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Opportunity management

Improve and automate the management of sales opportunities in your CRM system

Free up time for sales to do what they do best

The key to automating opportunity management is putting your CRM data to work. Cut the administrative tasks of managing sales opportunities in your CRM system. Bypass your inbox, auto-assign tasks, and trigger actions, alerts, and follow-ups. Nintex enables you to seize the day – quickly and decisively.

Create more time for selling
On average, sales reps spend 16% of their day on manual and other administrative tasks. Cut the distractions and focus on leads.
Improve sales forecasting
Automated tasks and reminders result in more accurate sales forecasting and higher win rates.
Take your work in your pocket and go
Today’s workforce is mobile and getting the best work from your salespeople means providing everything they need to be productive on the go.
No more missed sales opportunities

From having to manually enter leads, to dealing with duplicate data entry, it’s a wonder that sales managers can respond to sales opportunities at all. Missing leads—or failing to follow up on them—can have a drastic impact on revenue. With Nintex, you can streamline opportunity management and ensure your business doesn’t lose out.

Better opportunity management with automation

From initial contact to closing the deal, Nintex makes opportunity handling smoother and more effective. Everything is automatically recorded in your CRM, and quotes are requested and routed, with the relevant documentation autogenerated and sent instantly.

Image of Nintex automation management process
Automate the manual work and focus on driving revenue

With Nintex, capturing details on a mobile form automatically creates a lead in your CRM system. Build workflow rules that manage messages to leads and contacts—without opening your inbox. Workflows monitor CRM activity using your workflow rules, and when a rule is met, the workflow will notify you via email. Generate task reminders and notifications for added accountability on important deals. Metadata enables proper routing, allocation, and tracking of leads.

An automation solution for every industry

No matter your industry or business role, the Nintex Process Platform gives your team the tools - and time - to get your best work done.

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See how you can manage, automate and optimize your business processes today ‐ get a demo from one of our experts.
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