General Features
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Customer Relationship Management is the strategy that defines how you and your organization will manage the life cycle of a customer relationship.
Tour de Force Funnel Manager is a feature within the Tour de Force Manager's Console that designed to provide Sales Rep, Sales Managers and Senior Executives efficient means of measuring, analyzing and evaluating Opportunities created within your organization.
The Funnel Manager provides three very distinct methods of analyzing Opportunities within your company.
Summary View
First through the Summary View. Summary view allows you to analyze historical results at any level of a company by sales rep, by branch office, by region, or by looking at a corporate summary. Within the Summary view you have the ability to analyze historical performance of opportunities on annual, quarterly or monthly basis.
Group Analysis
Second method of analysis is through the group analysis. The Group analysis view of the Tour de Force Funnel manager allows you to select any field that is available on your companies opportunity record such as a primary vendor, sales rep, branch, closed probability, sales stage and then create a sales funnel based on the projected close date of the opportunities which can be viewed by month, by week, by quarter, or by year in the future.
Detailed Analysis (Grid View)
Final method of analyzing your Opportunities from within the Funnel Manager is through the Detailed Analysis in Grid View. The Grid View provides the ability to create unlimited views of your opportunities in a grid format based on virtually and unlimited set of filtering criteria.