{"id":245416,"date":"2020-10-07T12:21:35","date_gmt":"2020-10-07T10:21:35","guid":{"rendered":"https:\/\/daylitepro.com\/daylite-crm-software\/daylite-all-features\/opportunities-and-offers\/"},"modified":"2022-06-15T12:24:22","modified_gmt":"2022-06-15T10:24:22","slug":"opportunities-and-offers","status":"publish","type":"page","link":"https:\/\/iosxpert.biz\/en\/daylite-crm-software\/daylite-all-features\/opportunities-and-offers\/","title":{"rendered":"Opportunities & Offers"},"content":{"rendered":"

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Opportunities & Offers<\/h1>\n

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Your own sales workflows in Daylite<\/h2>\n

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Exclusively for Mac, iPhone & iPad<\/h3>\n

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Opportunities & Offers<\/h1>\n

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Your own sales workflows in Daylite<\/h2>\n

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Exclusively for Mac, iPhone & iPad<\/h3>\n

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Create your own workflow as a template for all sales processes. Work with checklists and follow-ups.<\/p>\n

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Create your own offers and send them as a PDF with one click.<\/p>\n

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Analyze why you win sales opportunities and identify the reasons for lost opportunities.<\/p>\n

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Standardize your sales workflow<\/h2>\n

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Only a consistent approach to sales allows you to compare your sales. To determine why you win or lose an Opportunity, everyone in the team must work the same way. Use stages and tasks to define who has to do what in your team and when they should do it. Daylite helps you to create meaningful forecasts. This makes your sales projections more accurate and at the same time you support every member of your sales team in their daily work. Everyone knows the next step and will be reminded by Daylite at the right time. In the Opportunity history, you will find the complete communication history including all emails exchanged with the prospect. With Plus Package for Daylite<\/a> you can even send offers as digitally signable PDFs.<\/p>\n

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Most important features<\/h2>\n

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