SalesPitch
SalesPitch is PensionPro’s newly designed sales module that will track of all your Prospects and Proposals and display them on an easy to read dashboard. It shares one common contact database with PensionPro so that all users in your firm have access to it. We have added To-Do’s and detailed Correspondence tracking so that you can control and record your touches as you move through the sales cycle.
- Getting Started with SalesPitch
- Maintaining Opportunity Details
- Maintaining Proposal Details
- Maintaining Prospect Details
- PensionPro 2.0 - Maintaining Opportunity Details
- PensionPro 2.0 - Maintaining Proposal Details
- PensionPro 2.0 - Maintaining Prospect Details
- PensionPro 2.0 - Understanding the Scoreboard
- PensionPro 2.0 - Using SalesPitch Conversion Tool
- Understanding the Scoreboard
- Using SalesPitch Conversion Tool