Automation Marketplace
Opportunity Finder
Opportunity Finder Overview
The Opportunity Finder scans conversation content to identify sales opportunities and updates CRM records. It ensures sales teams are aware of new opportunities, keeping your pipeline fresh and actionable.
Category
Data Management
Key Features
- Automatic opportunity creation
- Real-time updates
- Ensures no deals are overlooked
Who can benefit?
- Sales Teams
- Account Managers
How Opportunity Finder Works:
Scans Conversation Content for Sales Opportunities:
The system scans sales conversations to identify potential opportunities, ensuring nothing is missed.Automatically Creates or Updates Opportunities in CRM:
It automatically creates new opportunities or updates existing ones in the CRM with relevant details and assigns proper ownership.Reduces Manual Pipeline Management:
By automating opportunity management, the system ensures that deals are tracked accurately, reducing the need for manual updates and preventing outdated opportunity data.
