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Potentials Analysis

PrismERP’s CRM Add Potential form facilitates the creation of potentiality based on opportunities with the status of a particular lead.

1) Add Potential​

Key Features:

  • Potential List: Navigate to the potential list from the add page.

  • Opportunity: Opportunity from which the potential has been raised.

  • Potential Owner: Head person of the organization.

  • Budget: Approximate expense on the client.

  • Expected Revenue: Estimated income from the customer.

  • Sales Stage: Current sales stage and condition of the organization.

  • Probability (%): Estimated chances of successfully selling the product.

  • Expected Closing Date: Date on which the sales potential expires.

  • Branch: Assigned branch under which the potential is raised.

  • Competitor List: Other market competitors offering similar products/services.

    Competitor Details:

    • Competitor’s Name: Name of the competitor company.
    • Product Name: Name of the competitor's product.
    • Product Price: Estimated price of their product.
    • Probability: Estimated chances of the organization choosing their product.

2) Potential List Page​

The Potential List Page provides various options for searching, adding, and filtering potentials.

Available Features:​

  • Add Icon: Allows adding a new potential.
  • Report: Navigate to the potential report page.
  • Potential Code: Search for a specific potential by code.
  • Opportunity Code: Search for a specific opportunity by code.
  • Owner: Search by the name of the potential owner.
  • Budget: Filter potentials based on budget input.
  • Sales Stage: Filter by specific sales stages.
  • Product: Search for potentials related to a specific product.
  • Date Range: Filter potentials within a specified date range.

3) View Page of Specific or Existing Potential​

The Potential View Page allows detailed analysis and modification of an existing potential.

Available Options:​

  • Attendable Survey: Allows conducting surveys for the potential.
  • Add Option: Add organizations, potentials, opportunities, and quotes.
  • Potential List: Navigate back to the potential list.
  • Edit Details Info: Modify the potential details.
  • Quotes: Edit and update financial quotes.
  • Activities: Modify related activities.
  • Edit Competitors List: Update or modify the status of competitors in the market.

This module ensures efficient tracking and management of business potentials within the organization.