Opportunity Management
Maximize sales with minimal effort.
Turn Leads Into Customers
Let Striven’s opportunity management capabilities empower your business to optimize your sales process. With intelligent segmentation and email campaign integration, make sure no opportunity slips through the cracks.
- Flexible Dashboards
- Opportunity Prioritization
- Customizable Reporting
- Automated Follow-Ups
Flexible Dashboards
Never miss a message. Striven’s smart dashboards allow your to customize how you want to visualize your sales pipeline.
Opportunity Prioritization
Prioritize and score opportunities so that you can get sales over the finish line.
Customizable Reporting
Generate detailed, customizable reports to gain insights into your sales performance that enable data-driven decisions and drive growth.
Automated Follow-Ups
Never miss a follow-up again with Striven’s automated reminders that help you maintain consistent and timely communication with potential clients.
“Striven is an AMAZING tool!”
“It has allowed us to cut out 3 separate platforms which didn’t integrate well with each other.”
—Ian Anderson, Associate Product Manager
Ready to try it? Start here.
Frequently Asked Questions
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What is Striven’s opportunity management feature?
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Striven’s Opportunity Management feature allows you to track potential sales opportunities. You can monitor various aspects such as expected close-ratio, estimated value, priority, and type of opportunity. This helps in managing and prioritizing sales efforts effectively.
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How can opportunities be viewed and managed in Striven?
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Opportunities in Striven can be viewed and managed using the List View or Board View. The List View provides quick access to all opportunities, allowing you to filter based on search criteria, follow-up dates, and applied labels. The Board View lets you track progress by stages and easily move opportunities between stages using a drag-and-drop interface.
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What are opportunity labels and how do they work?
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Opportunity labels in Striven are used to categorize and organize opportunities. Labels can be public (visible to all users) or private (visible only to the creator). They help in quickly identifying the status or specific notes related to an opportunity and can be used as filters in the opportunities list.
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How does Striven automate workflows for opportunity management?
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Striven’s automated workflows can create tasks, send reminders, and trigger communications based on specific conditions or triggers. This ensures that no opportunity is missed and that all tasks are handled promptly and efficiently, increasing productivity and reducing manual errors.
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Can Striven’s opportunity management feature integrate with email and communication tools?
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Yes, Striven integrates with email and other communication tools, allowing you to create, send, and automate emails directly within the system. This integration helps in maintaining consistent communication with prospects and customers throughout the sales process.
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What kind of reports are available for opportunity management in Striven?
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Striven offers various reports related to opportunity management, such as the Opportunity Report, which provides detailed data on opportunities. These reports can be customized and exported in different formats to suit your analytical needs. Other relevant reports include sales tracking, sales order status, and item profitability reports.
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How does Striven help in prioritizing opportunities?
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Striven allows you to set priorities for opportunities using a color-coded system. This visual indicator helps employees quickly identify the urgency of each opportunity and prioritize their work accordingly. Default priorities can be set to streamline the creation of new opportunities.
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What are the customization options available for opportunity management in Striven?
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Striven offers extensive customization options for opportunity management. You can define opportunity types, stages, labels, and notification recipients. The system also allows for customized views and filters, making it easy to tailor the opportunity management process to fit your business needs.
Striven's Got You Covered
Whatever your business, Striven is here for you, making your workweek just a little easier.