Private Release 1.6 of Sales Cycle Manager On Demand is just around the corner. Here’s a peek of what’s coming in PR1.6:

File Attachment Upload

When managing sales opportunities, keeping organized is critical to your success. So where do you keep the documents and files that belong with each sales opportunity?

Sales Cycle Manager On Demand PR1.6 will give each member of your sales organization the ability to upload file attachments to sales opportunities. This can be quotes, specifications, call reports, or any other relevant documents.

For each sales opportunity, a sales person can log critical customer interactions, such as phone calls, meetings, demos, visits, or emails, and upload one or more files that belong to that interaction. This produces a history of what has been happening with that sales opportunity and collects all the relevant documentation to go with it. Now you’re organized and everyone else on your team knows where to find that quote, spec, report, meeting agenda, presentation, or pdf.

Add Products on the Fly

Some of our customers have requested the ability to add products on the fly while inputting a sales opportunity. So we’ve built this option into PR1.6!

By default, Sales Cycle Manager On Demand has product and product group lists that site administrators can populate with their organization’s products. When a sales person is entering or updating a sales opportunity, they can choose from the list of products to add to the opportunity. The product price, quantity and description are added to the IBO (sales opportunity) and rolled into the sales forecasts in real time.

If the “Add New Products On IBO” function is enabled, this allows users to enter new products as they are creating or editing a sales opportunity. This is a real advantage for some companies where the product list is not set and they need the flexibility to change their products, quotes or prices depending on the nature of each deal they are working on or managing.