Sales & Opportunity Management functions are critical to an association’s success. ClearVantage integrates these functions with your membership system to create a complete opportunity management system. Within this module, you can easily create action lists of members and prospects based on numerous criteria (e.g., demographics, event attendance, certifications) and assign the lists to any number of sales representatives. Other features include:
For Your Staff
- Pipeline & Opportunity Tracking
- Tracking Action Items by Sales Rep, Action Category/Status, Due Date and/or Action Result
- One-Click Ability to Sell Products and Subscriptions and Register for Events from an Action Item
- Bundled Product Offerings