Manage your customer portfolio with eKo!

Having an overview of your customer portfolio is essential for a business. It contains all the deals of your existing customers, but also those of potential customers. The new "Opportunity" feature built into our eKo CRM makes your decision-making easier. By offering a global, detailed view of all your sales opportunities, this feature lets you analyse and track every stage of the sales process, from prospecting to conversion. Thanks to this increased visibility, your sales teams can now quickly identify new deals, assess their potential and tailor their approach to each customer's specific needs. With this new module, eKo helps you prioritise and optimise your sales efforts.

Step-by-step tutorial - How do you identify current deals in the new "Opportunity" module?

1. Log in to eKo with your username and password (on your computer or the device of your choice: tablet, phone...).
2. Go to the "Opportunity" tab in the menu on the left of your screen.

3. Here you will find an overview of all your deals in the form of a board. The columns can be customised to suit your needs. For this example, we have chosen the following columns: approach, negotiation, closed, complete file, training, invoicing.

Note: each deal can be moved from one column to another with a simple drag and drop 👆🏻🖱️.

4. To create a new opportunity, nothing could be simpler. Click the small "+ Create" button at the top right. Enter the details of this new deal: customer name, due date, representative, opportunity status (in which column should the opportunity appear?), amounts, etc. Then save.
5. And that's it. You can access a complete view of all your current and potential files. Note: you can find all customer information and quotes/invoices at any time by clicking on the company name or on the attached documents. In eKo, everything is connected and accessible on PC, tablet and phone! Curious to discover all of eKo's features? This way!