Kovair can help you track and manage all the structured information associated with your business opportunity engagements such as account information, business opportunity metrics, forecasts and contact information. Additionally you can incorporate the collaborative aspects of Kovair's workspaces into your opportunities to help distribute marketing collateral or product data sheets, track sales meetings and monitor the progress of sales teams.
Opportunity Metrics
A customizable framework that allows you to manage and track metrics across multiple opportunities...
Customizable Fields
Define specific attributes you want to track for each opportunity: Engagement Owners, Territory Information, Product Lists, Sales Forecasts, Close Dates, etc. Using Kovair's collaborative extranet features, expose certain fields, such as Demand Quantity fields, for prospects or customers to fill out themselves. Formula Fields
Set up custom formulas based on metric fields to provide extended information build on top of the basic value fields. Aggregate Rollups
Define totals, averages or any other type of aggregate summary to be displayed when rolling up numbers across your opportunities in reports and on summary pages. Reporting
Create custom reports based on your metrics, aggregated across filtered sets of opportunities. Save report definitions which can be used later with real-time metric data. Offline Access
Download opportunity metrics into an Excel spreadsheet, view and update the values offline, and then upload the new values back to the application.
Opportunity Hierarchies and Views
Group your opportunities as business needs demand and leverage productivity enhancing views for both executives and sales teams...
Flexible Account Hierarchies
Group opportunities into hierarchies which reflect your business organization – by product, territory, geographic region, sales region, department etc. Executive Overview
The Executive Overview page is designed to let managers gain visibility into all the opportunities they oversee. It highlights overdue action items and milestones and presents aggregated opportunity metrics with the ability to drill down to the opportunity level figures if required. First Glance
The First Glance page for each opportunity is designed to provide you sales people and external prospects with a summary of the critical information they need to move along in the sales cycle. Key documents, critical action items, opportunity metrics and targeted messages are consolidated to allow the user to obtain a complete view of the workspace's state on a single page.
Reports
Extensive metric based reports help manage sales initiatives across multiple opportunities...
Business Metric Reports
Create and save custom reports based on business metric values in your workspaces. Define custom filter criteria, roll up aggregate values and pick and choose metrics to use in each report. Demand Forecasts
Create demand forecasts based on opportunity metrics. Get real-time reports incorporating any recent changes to demand quantities, prices and timeframes. Export to Excel
Export all report data to Excel for access offline or to maintain historical snapshots.
Contact Management
Along with all your other opportunity information you can also manage your contacts in a single location...
Import
Easily import contacts from Outlook, ACT or any delimited text file format, avoiding the need for time-consuming data entry. E-mail
Send out e-mail from within the opportunity to multiple people on your contact list. Share
Share selected contacts required by other users working on the opportunity, while maintaining your own private set of contacts for personal use. Associate
Associate contacts with one or more opportunities so that you always have a complete list of the people associated with the opportunity, even if they are not active users.
Collaborative FeaturesAdd collaborative functionality to your opportunities to help keep track of lengthy sales cycles and distribute sales related material. Easily create collaborative extranet sites for your prospects and customers to interact with your sales teams to ensure a smooth flow of information while maintaining all historical records of the engagement. Documents
Kovair provides a robust set of document management functionality which your sales teams can utilize within their opportunity workspaces...
Enhanced Publishing
Automatically publish common marketing material, contracts, etc., from a central repository to select groups of opportunities. Notification e-mails are sent out automatically to chosen recipients when documents are updated. Access Control
Control access to documents and folders on a per user basis or based on specific user roles either inside or outside your organization. Version Control
Maintain and access incremental versions of important documents such as contracts, NDAs, etc., as they are updated. Key Documents
Identify documents critical to the sales process to be highlighted in summary views within each opportunity. Audit and Usage Reports
View audit records of when documents were accessed or modified and by whom. Get aggregate reports across all opportunities showing document usage statistics, filtered by internal or external users, over varying time periods.
Action Items & Milestones
Monitor key deliverables and steps in the sales cycle across your opportunities using Action Items and Milestones…
Critical Tasks
Overdue and critical action items are highlighted for users on summary pages to help keep the sales cycle on track. Notifications & Reminders
E-mail notifications and periodic reminders for key deliverables are automatically sent out for both internal and external users, so everyone is kept in the loop. Overviews
Get a consolidated view of actions items across all your opportunities, filtered by their current state or priority as desired. Update via E-mail
Authorized users can use e-mail to easily mark action items complete or update comments while traveling. Milestones
Easily determine which opportunities are on target to hit pre-defined milestones via color-coded indicators and which opportunities require attention.
Meetings
Schedule and conduct meetings with prospects and customers all from within the opportunity framework...
Online and Offline Meetings
Keep track of both online and offline meetings in one central location. Kick off online, real-time collaborative meetings from within the opportunity through WebEx. Notifications
Meeting participants receive e-mail notifications about new and modified meetings with all relevant meeting details. Meeting History
Historical records of past meetings, both online and offline, are retained so that the entire sales history is maintained within the opportunity workspace. Integration With Outlook & Lotus
Meetings set up through the opportunity workspace can be integrated into your Microsoft Outlook or Lotus Notes Calendar. Similarly, meetings set up in Outlook or Lotus which are part of the sales effort can automatically be added to the respective opportunity workspace.
Discussion Lists
Use discussion lists to maintain e-mail threads focused around customer issues or problems so that all important historical information is contained within a single location.
Messages
Each opportunity has a message area which can be targeted specifically for internal and external users. Messages can contain HTML, Images and Flash animations or simply plain text, so you have the ability to create a visually appealing look and feel while conveying important information you want to share with prospects when they login.
Universal FunctionalityOffice Access and Desktop Integration
Seamless integration with the user's desktop helps get new users up and running quickly and allows users on the road to get work done offline...
Excel
Contacts, report data, action items and metrics can all be exported into Excel for offline access. Business Metrics can be updated in Excel offline and the workspace will be updated when the Excel file is next uploaded. Calendars
All meetings set up inside workspaces are also shown in your Outlook or Lotus Notes Calendar and similarly, meetings related to the workspace created in Outlook or Lotus will automatically be displayed in the workspace. E-mail
Reminder and notification e-mails for action items, published documents, meetings and discussion list postings all show up in your desktop email client, allowing you to stay informed even when you're not connected to the workspace. Web Folders
Authorized users can edit and create documents right on their desktops, using their favorite applications, and have them seamlessly show up in the workspace using Web Folders. Users can also drag and drop files into the workspace using Web Folders.
Easy Opportunity Administration
Create and manage opportunities, users, roles and data, all without requiring IT support...
Opportunity Creation
When creating new opportunities, copy template information such as user roles, action item lists, milestones, metric fields and documents from any one of your existing opportunities or automatically publish common documents and folders from the library, allowing you to duplicate business processes across opportunities with a few clicks. Opportunity Administration
Setting up new users, roles, permissions and features is handled through intuitive, easy-to-use wizards, without requiring IT support. Co-branded Views
Set up custom views on top of your opportunities, co-branded specifically for individual customers and prospects. Control the features, layout, colors and logos used to define each targeted extranet site with a couple of mouse clicks.
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Customer Solutions 
