Events

If you find yourself spending more time digging than selling, it’s time to change the way you look at sales. Join us for a high-level view of our brand new Visual Accounts Dashboard, customized by you!

Now, Users enjoy the convenience of an electronic file for both current accounts and targets. Say goodbye to fat manila folders, bread crumbs, post-its and emails. Centralize your account database in an easy to manage, reactive to sell format. Improve time management, capture important customized data and enhance overall workflow. Optimize your sales relationships and success with the WeOpportunity Account Dashboard.

Join us for a live, 30-minute demo as we reveal account customization at its’ finest. Build your own drop downs, check box’s, radio buttons, or even automate data from other databases to further connect your organization.

View Key Information in one easy place, including:
• Leads
• Quotes
• Contracts
• Contacts
• Locations
• Notes
• Tasks
• History
• Heat Index