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iTools
for Salesforce CRM
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Customizable Account Hierarchy

Delegated Tasks Management

Employment Change Management

File Cabinet

Opportunity Status Monitor

State/Country Validation

vCard Creator

 


Information Center
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Resources:
Data Sheet
Configuration Guide
 
AppExchange Listing
 
Pricing Information
 
Availability:
Professional, Enterprise and
Unlimited Editions
 
Additional Information:
Email
Community Forum

 

iTools Opportunity Status Monitor

Accelerate pipeline velocity, increase forecast accuracy and ensure sales team accountability.

  • Exclusively designed for sales professionals, sales managers and executives.

  • Stagnant and at-risk accounts are flagged and alerts issued, so you can quickly pinpoint what is needed to help deals close faster.

  • Stage dependent required fields help capture data at the right time and ensure key milestones are achieved on a timely basis.

  • Instant alerts are sent when unexpected changes are detected.

  • Sales activities are monitored to make sure the team is executing according to plan.

  • Opportunity Scoreboard lets you visualize overall deal status relative to value and probability - and quickly identify those red-flag opportunities needing follow-up action.

  • Seamlessly integrates into your sales management process.

  • Engineered with flexibility in mind, you can use one configuration for your entire sales team or customize for specific teams or individuals.



 
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