Oppertunities from Tactic

There is a number of features provided by Tactic that can help an organization in analyzing its business opportunities with the help of proper statistic and project progression. Creation of quotes and commercial proposals along with effectively managing those, setting up meeting events and reminders as well as agendas can be helpful in increasing pointing out business opportunities for an organization. Tactic provides the facility of linking any important data to the opportunities. 

Opportunity Management

The primary features of opportunity management are: 

• Using opportunities for a 360-degree view.
• Definition of an amount and a probability of winning opportunities, which can provide an idea about the expected turnover
• The status of opportunities can be changed into "Won" or "Lost"
• Following open opportunities
• Analyzing performances
• Exportation of opportunities with export module to use the opportunity in a third-party platform

Productivity

Management of productivity can be performed with various services, such as statistical view of project performance, sales performance, and employee performance. These features help in analyzing the progress and productivity of an employee or an organization, which can help the companies in taking a step ahead towards success. In Tactic opportunities and productivity come hand in hand, hence, this software can prove to be effective in managing and analyzing productivity of the users and organization. The users can manage and analyze their productivity by: 

• Creation of projects, leads and opportunities
• Creation of sub-tasks driven by specific deadlines (Different for parent task and sub task)
• Creation of important events
• Recording time-spent on tasks and projects
• Creation and management of different agenda

Mobile Access

CRM, Customer Relationship Management, plays an important role in business management. Hence, it is important to keep a touch with all the business aspects. Tactic allows the users to use it from smartphone, which certainly benefits the users and their organizations.

• Mobile access is managed by native applications
• An integration can be established with smart phone directly through Tactic software directly
• Upgrading Tactic without any disruption with the link of the user smartphone
• Managing sales and productivity through smart phone
• Managing documents and process without having to face much difficulty

Reimbursement Management

The users and employees of an organization can easily manage reimbursement through Tactic. Reimbursement management services provided by Tactic are: 

• Sending reimbursement management to the managers or supervisors through email
• Defining job position and external notes related to reimbursement can be added through Tactic by using HRM module
• Predefined statistics can be helpful in managing employee performance and addition of performance related incentives

Calendar/Reminder System

Calendar and reminder systems in Tactic help in managing important events along with their desired dates and times. The effectiveness of calendar and reminder system is embedded with the integration of certain services, these services are: 

• Recording events within important agenda, past events are used for tracking purposes and future events are used for reminder purposes
• Tactic automatically creates agenda from important project events
• Email and SMS notification are generated by Tactic in term of event creation. The email and SMS will be sent to the users that are assigned with the email
• With the activation of resource module, the users can also assign resources to a specific event
• Admin can include in the agenda view, any events that are recorded into an external calendar

Cataloguing/Categorization

Tactic provides an opportunity of adding custom fields for enhancing the experience of the users. The users can also use the predefined field for being engaged into the categorizing process. The predefined categorizing fields include, tax rate, sales price, duration and dimension, accounting, stocks and many more. He cataloguing or categorizing feature of Tactic can be helpful in: 

• Tracking performance of products and services
• Using variants to generate different variants of a single product (such as color and size)
• Using graphs, charts and tables to define the quantity and amount of different products
• Defining buying and selling prices for different products
• Management of financial data associated with different products