Opportunities in BrokerOS are potential sales or deals positioned at different stages within the sales pipeline. They represent leads or prospects who have shown interest in your products or services, making them prime candidates for conversion into paying customers.
Opportunities are managed within pipelines, which consist of a series of sequential stages. These customizable pipelines are designed to match your unique sales processes and business objectives.
In BrokerOS, you can efficiently manage opportunities by organizing them into pipeline stages that mirror your sales cycle. For brokers, these stages typically include "Prospecting," "Qualification," "Proposal," and "Negotiation." BrokerOS allows you to track and advance opportunities through these stages, ensuring a structured approach to managing potential deals and enhancing your ability to convert leads into successful transactions. This system helps you stay organized and focused on your business goals.
Categorizing opportunities into statuses, you can effectively manage your sales pipeline, prioritize follow-ups, and analyze your success rates in converting leads into clients. This helps in maintaining a clear overview of current opportunities and identifying areas for improvement in your sales processes.
Different Opportunity Statuses:
Open: Opportunities that are actively being worked on. These could be prospects that are in the early stages of qualification, needs analysis, or presentation.
Won: Opportunities that have successfully closed, where the client has committed to the proposed financial plan or investment product. This status indicates a successful sale.
Lost: Opportunities where the client has decided not to proceed with the proposed plan or has chosen another broker or investment option. This status marks unsuccessful attempts to convert the lead into a client.
Abandoned: Opportunities that were once active but have been abandoned or put on hold indefinitely. This status is used when there has been no recent activity or progress on the opportunity.
BrokerOS opportunities tracks opportunity source, contact details, opportunity value, and notes. This is crucial in improving operational efficiency and facilitates insightful analytics and reporting.
