Assesses deal health and win probability, identifies why deals stall and what to do next, and helps sales managers focus on the opportunities that matter.
Among this quarter’s opportunities above RMB 2 million, which ones need my involvement this week?
3 opportunities need you: Project A has sat in the proposal stage for 42 days with no contact with the decision maker; a competitor has entered a POC on Project B; budget approval on Project C is delayed. Suggested actions for each are attached.
Sales managers review dozens of opportunities every week, but the stage field in the CRM often lags behind reality. This template assesses the health of each opportunity from communication records, time in stage, coverage of key roles and the competitive situation, identifies why it is stalled, and suggests the next action.
Win probability is predicted from historical closed deals, with the main contributing factors explained, so managers can reallocate resources or step in at the right time.
Prepares customer background and interaction history before a visit, writes the follow-up notes and updates the CRM afterwards, so sales reps spend their time with customers.
Combines transaction, service and behavioral data into customer profiles and segments, with explainable tag definitions to support precise outreach.
Most customers go live after changing 20–40% of a template. Book a workshop and we will assess it together.