Understand the Opportunity Journey

Arnulf Hsu


on January 31, 2019

It’s important to understand the timeline and touchpoints an Opportunity goes through from all aspects. As a learning organization, you can observe if one could have accelerated the deal, who became involved when, and where things went well or reversed direction for deals that didn’t close.

Do you know the journey your Opportunities go through? Now you can, with the new Opportunity Timeline view within SalesDirector.ai. See all the Opportunity interactions for all Sales & Marketing activities, including Opportunity Stage Changes, in one place.

In the example below, you can see how a few Marketing integrations with Email, Ads and a Website Contact Us form, leads to interaction with Sales and then an Opportunity being created within the next week, leading to a Closed Won deal 2 months later.


Want to learn more or have questions? Talk to your SalesDirector.ai Customer Success Manager.

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