
Solution brief for Financials

Learn about the business benefits that Financials can deliver.
Visualize Deal Pipelines and Prioritize Actions to Accelerate the Sales Process.
Business Benefits of Opportunity Management

Opportunities
Opportunities
Quickly find a sales opportunity or create a new one and view key information related to it, including linked contacts and tasks.

Contacts
Contacts
View all companies in your CRM in one place. Perform additional tasks, such as sorting, filtering, or editing organization-related information.

Organizations
Organizations
View all companies in your CRM in one place. Perform additional tasks, such are sorting, filtering, or editing organization-related information.

Action Items
Action Items
Search, filter, update and create new records to track action items.

Attachments
Attachments
Add new attachments to the record via photo capture or upload from local device for effective document management.

Voice to Text
Voice to Text
Automatically convert your voice to text data with the speech recognition capability.

Duplication Check
Duplication Check
Scans existing records automatically and checks for duplicates when creating new contacts and organizations.

Link-Related Items
Link-Related Items
Creates one record that displays and automates the inter-connectivity and relationships between key components, such as contacts, organizations, opportunities, and action items.
Case Study: Govan Brown is Years Ahead of the Competition
“CMiC and Govan Brown have been growing together for over a decade. Having our head offices in the same city [Toronto], we have had the opportunity to get to know many CMiC employees personally over the years,. Without them, we wouldn’t have been able to successfully complete three major upgrades and a number of implementation projects. It’s been a great journey.” - Serena Zeng, Sr. Director of Information Technology at Govan Brown
Why choose CMiC Opportunity Management?
Gain the Single Database Platform Advantage
CMiC’s Opportunity Management application enables sales leaders in construction to easily visualize deal pipelines, prioritize actions to accelerate the sales process and manage relationships effectively — all with the end goal of converting prospects into customers
Leverage superior Opportunity Management software with CMiC

Solution brief for Opportunity Management

Learn about the business benefits that Opportunity Management can deliver.

Let's Connect

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