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