What
The Opportunity Packages section of the Sales Funnel allows managers to create, edit, and organize packages that sellers use when entering new pending opportunities. Packages (e.g., Sponsorship, Annual Buy, Digital Avails) serve as templates, ensuring sellers log opportunities consistently. Managers can also designate a default package that automatically appears when a new pending is started.
Why
For managers, Opportunity Packages are vital because they:
Standardize Data Entry: Ensure sellers describe and categorize opportunities in consistent ways.
Streamline Workflows: Default packages reduce manual steps, saving sellers time.
Enable Cleaner Reporting: Consistency in packages means cleaner data for analysis and better alignment with sales strategy.
Support Coaching: Package usage helps managers identify what types of opportunities sellers are prioritizing.
Flex for Business Units: Packages can be configured per unit, giving managers the ability to tailor them for local or national sales needs.
Opportunity Packages provide managers with a structured, repeatable process that ensures opportunities are tracked uniformly, leading to more reliable pipeline visibility.
How