Pipeline Management

The Maconomy solution enables you to be in control of your sales pipeline.

As an account manager, you can create opportunities and track information that is relevant to any specific opportunity.

In the following example, you see a sample of the information, which is relevant to track on the opportunity level. You can track the different phases in the sales process and move your opportunities on to the next phase.

You can also create budgets on your opportunities and track time that is spent on business development.

When you win an opportunity, you can convert it to a project. The opportunity budget is also transferred, and you can use it as the foundation for the project manager to further adjust, ensuring that there is a smooth handover from sales to execution with no information or client history lost in the process.

From a management point of view, you are looking for complete pipeline control, and to accommodate this, the solution includes reports that show the pipeline by business area or by phase in your sales process (see the following figure).