Introduction
From this article, you will learn what are opportunities and how to use them to increase sales.
- This article describes Opportunities in the CRM module.
- This article will be helpful to PG Champion, Club manager, and Sales Team.
Before you start
Ensure that CRM is configured. The configuration article can be found here. Some features require the Perfect Gym Support Team configuration.
Feature description
What is an Opportunity?
An opportunity is a standard CRM feature that helps sales teams to track sales. The opportunity is a potential transaction that a sales consultant is working on.
It can be a first-time sale, upgrade, upsell, or renewal transaction.
For example, when a sales consultant tries to sell personal training and makes a first call she should create an opportunity in the system with a product attached to it. Thanks to that sales consultants can easily track and remember her deals. Club owners, on the other hand, can easily monitor the individual and overall sales performance of the business.
Important: Opportunities are applicable to Guests and Members. Leads are an opportunity per se.
How to add an Opportunity?
An opportunity can be added in 3 ways:
- As part of the Guest or Member creation process
- From Guest or Member profile
- Opportunities tab
1. As part of the Guest or Member creation process
2. From Guest or Member profile
3. Opportunities tab
How to create an opportunity?
An opportunity has the following attributes:
- Product
- Consultant
- Guest or Member (related to field)
- Value (copied from the product - can be manually overwritten)
- Closing date (to better forecast revenues)
- Description
- Campaign (to better track marketing performance)
- Status (effectively a stage in the sales funnel - can be configured as per club/chain business process. More on it in the setup article)
- Outcomes (sale / rejection)
FAQs
What is the difference between lead and opportunity?
Lead is a potential guest or a member. Opportunity is a potential sale on already existing guests or members. For example, when a club tries to sell a PT to a guest or a member then it creates an opportunity, not a lead. When an ex-member considers returning to the club you create an opportunity, not a lead.