Streamline lead pipeline management for Planning

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[Music] [Applause] [Music] manage your sales pipeline with precision and complete control forecasting accuracy fully customizable sales processes accurate detailed and automated reporting clarity crm gives you unparalleled power and flexibility total control of your sales pipeline from the time you convert a lead to an opportunity clarity crm puts you in charge from our powerful opportunities module efficiently manage your opportunities and prospects through the entire sales cycle from an opportunity record log a call with the prospect review email exchanges sales stage history view the opportunity's account information apply a list action such as launching a marketing campaign initiating an action plan or converting the opportunity you can also apply a list action to multiple records simultaneously all this and more from the opportunities modules list view for a more comprehensive view access a records details view from here add products and services from your own price book edit opportunity details schedule a new activity or open your quick access calendar and schedule the activity [Music] click the activity feed icon to see a chronological list of everything that's transpired with the opportunity engage with your opportunities using an interface specifically configured to optimize your opportunity management during the sales process add a contact [Music] assign a role now email them [Music] accomplish tasks using existing standard fields as well as your own custom fields you create the settings menu is where you'll find extensive customization options choose from a myriad of field types to create your own custom fields while in the settings menu personalize your interface even further to meet your exact needs designate roles for the opportunities contacts specify your product categories even create your own unique sales stages enhance sales forecasting and conversion predictability by including the stage in your forecasting and assigning each sales stage a closing probability back in the opportunities module let's update the sales stage or instead let's go back to the opportunities list view choose board view now update the sales stage by simply dragging and dropping board view or kanban view gives you a fresh perspective presenting your opportunity records as tiles aligned in columns corresponding to your company's specific and unique sales stages on opportunities tiles gives you a comprehensive at a glance view of important details click the edit icon to make changes to the records details and the row action icon to apply an action to the record choose from available options to specify the tiles being displayed [Music] including which pipeline board is displayed pipeline boards created by you allow you to completely customize the presentation of your opportunities using the unique sales stages that you also create not ready to tackle customization quite yet no problem clarity crm comes hit the ground ready with default settings and out of the box report options designed to get you started right away clarity crm gives you clear visibility into your company's pipeline with extensive and thorough reporting options automatically generated and delivered display graphs and charts of opportunity data on your home screen as well and when it's time to move the opportunity forward clarity crm makes it easy let's turn this opportunity into a quote sales forecasting and opportunity nurturing are unique processes for most companies clarity crm gives you the flexibility and the tools to personalize the way you manage your opportunities from lead to converted sale win the deal your way with clarity crm from claritysoft you