Intelligent Management Sales Review

IMS Review
Sales Command

A focused B2B command center for pipeline visibility, SPANCOP discipline, account activity and sales execution.

SPANCOP GovernanceAccount TimelineExecutive AnalyticsField Execution

Welcome back

Sign in to IMS Review.
IMS Review
Sales Command · by IndoOne
Workspace
▦Overview
◫Pipeline
◎Accounts
◷Activities
Sales Execution
+Add Suspect
U
IMS Review
Intelligent Management Sales Review · by IndoOne

Overview

Executive Sales Overview

Good day, Manager

Monitor pipeline health, sales execution and opportunities requiring attention.

Pipeline Coverage
—
Near Closing
—
Follow-up Health
—
SPANCOP Overview
Click a stage to drill down.
Pipeline Value by Stage
Opportunity Distribution
Pipeline by Sales
Pipeline Aging
Pipeline by Product
Pipeline by Industry
Sales Performance
Recent Team Activity
Need Attention
CustomerOwnerStageIssueAgingNext ActionDue
Top Opportunities
CustomerProductOwnerStagePotentialNext ActionDue

Pipeline

Manage opportunity progress, follow-up and SPANCOP stage.

All Pipeline
CustomerProductVolumePotentialOwnerStageAgingNext ActionDueStatusAction

Accounts

Customer master database and PIC information.

AccountIndustryCityPICPositionPhoneEmailOwnerAction

Activities

Latest customer interaction and sales follow-up.

Add New Suspect
Create a new B2B opportunity at SPANCOP Suspect stage.
Company Information
PIC Information
Opportunity
Follow-up Plan
Add Activity
Record customer interaction and next action.
Customer History
Activity & SPANCOP timeline
Edit Opportunity
Edit Account
Mark Opportunity as Lost
Keep the reason for future pipeline analysis.
This will remove the opportunity from the active pipeline, but its activity and stage history will remain available.