OPPORTUNITY MANAGER

What if your sales team had simple tools to configure equipment, develop cost per page scenarios, print professional proposals and generate paperwork--all with the click of a few buttons?

Compass Opportunity Manager is the core application in the Compass Sales Solutions suite.  Opportunity Manager guides sales representatives through the process of a complete assessment of clients’ current office equipment environment.  The system then proposes an informed and comprehensive plan of action to meet client needs. 

By performing TCO calculations, creating document analysis reports, configuring detailed proposals for the client, and populating your sales paperwork into professional documents, Opportunity Manager focuses attention on generating margin driven proposals that enable you to propose solutions that your competitors cannot.

Accurate reporting of Client Costs
The TCO (Total Cost of Ownership) Tool determines cost of ownership on any fleet of imaging systems.  Enter costs associated with the machine to quantify client current costs.  Generate Cost-of-Ownership Detail, Summary and Meter Reports for customer verification. Include additional costs and create a master supply-pricing list with your supply prices. View HP Printer specifications, which are updated quarterly by Compass Sales Solutions.

Develop Configurations That Meet Client Needs
Show the client you understand their problems by detailing challenges and objectives specific to their situation.  Then, itemize recommendations to meet their needs.  Breeze through configuring equipment and accessories for client proposals.  With the availability to preset equipment and accessory requirements you don’t have to worry about forgetting required items.  Select from up to 20 different pricing levels, choose service type options and transfer items to the Product Summary for a quick and itemized view of all items to be proposed.

Quickly Create Multiple Finance Options
Creating a financial investment scenario has never been easier.  With lease and buy-out calculators, and the ability to back-calculate financials such as CPP Rate, Total Payment, Lease Payment, , Sale Price, Volume, Gross Profit, and GP, and the new ability to allocate costs between Color and Black/White, coming up with several enticing finance options for the customer to choose from is simple.

Generate Professional Proposals
With the click of a few buttons sales representatives can generate professional proposals.  Equipment configurations and pricing are merged directly into Microsoft Word templates.  Instead of sitting in an office typing proposals sales people can stay engaged in the field.  Quality is ensured with consistent proposals that communicate the value of your dealership.

Imagine the power of having detailed sales forecasts at the click of a button.

View current sales forecasts with the Sales Manager module.  The last week of the month will no longer be spent filling out paperwork, calculating commissions and creating daily forecasts.  That time can now be spent as it should be to close more sales and generate more leads.

Managers can generate forecast reports by sales representative, office, month or any combination of the three.  Create reports to show equipment forecasted to close in the next 60 days with a 90% or higher close ratio to achieve more accurate inventory management.

Sales Manager uses a sales funnel model so that you can see at a glance where opportunities are at each stage in the sales process.

To learn more about how Sales Manager can improve your sales forecasting and inventory management processes, contact us today for a demonstration.

Click on the links below to learn how the other modules in the Compass Sales Solutions suite add even more value.

To learn more about how Opportunity Manager can benefit your dealership, contact us today.