Solution brief for Financials
Learn about the business benefits that Financials can deliver.
Visualize Deal Pipelines and Prioritize Actions to Accelerate the Sales Process.
What is CMiC Opportunity Management?
CMiC Opportunity Management (OM) is a modern CRM tool that focuses on forecasting construction projects and managing processes. It helps gauge the health of their sales pipeline in real-time. This robust CRM tool enables construction leaders to make accurate revenue, profitability, and growth projections, and to manage leads effectively.
How does CMiC Opportunity Management support sales teams?
Managing your construction company’s sales funnel is a critical element to maintain your growth targets. Utilizing the right construction CRM software allows leaders to accurately forecast revenue, track sales, profitability, and ensure that customer relationships are optimized.
To effectively manage the sales funnel and meet growth targets, construction firms turn to CMiC to help drive automation, manage sales-focused tasks, nurture leads, drive collaboration and manage business relationships — including those with general contractors, subcontractors, and integration partners. This sets the stage for flawless project delivery.
Business Benefits of Opportunity Management
Opportunities
Quickly find a sales opportunity or create a new one and view key information related to it, including linked contacts and tasks.
Contacts
View all companies in your CRM in one place. Perform additional tasks, such as sorting, filtering, or editing organization-related information.
Organizations
View all companies in your CRM in one place. Perform additional tasks, such are sorting, filtering, or editing organization-related information.
Action Items
Search, filter, update and create new records to track action items.
Attachments
Add new attachments to the record via photo capture or upload from local device for effective document management.
Voice to Text
Automatically convert your voice to text data with the speech recognition capability.
Duplication Check
Scans existing records automatically and checks for duplicates when creating new contacts and organizations.
Link-Related Items
Creates one record displays and automates the inter-connectivity and relationships between key components, such as contacts, organization, opportunities, and action items.
Case Study: Govan Brown is Years Ahead of the Competition with CMiC
“CMiC and Govan Brown have been growing together for over a decade. Having our head offices in the same city [Toronto], we have had the opportunity to get to know many CMiC employees personally over the years,. Without them, we wouldn’t have been able to successfully complete three major upgrades and a number of implementation projects. It’s been a great journey.” - Serena Zeng, Sr. Director of Information Technology at Govan Brown
Why choose CMiC Opportunity Management?
Gain the Single Database Platform Advantage
CMiC’s Opportunity Management application enables sales leaders in construction to easily visualize deal pipelines, prioritize actions to accelerate the sales process and manage relationships effectively — all with the end goal of converting prospects into customers
Leverage superior Opportunity Management software with CMiC
Solution brief for Opportunity Management
Learn about the business benefits that Opportunity Management can deliver.
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