AvePoint Pipeline Enterprise Aims to Better Manage Dynamics CRM Customer Opportunities

While the Microsoft Dynamics CRM team is busy rolling out CRM 2013, ISVs in the space continue to move forward with their own offerings that extend the core features. Case in point is AvePoint, a provider of governance, compliance, and management solutions for social enterprise collaboration platforms, which has released AvePoint Pipeline Enterprise for Microsoft Dynamics CRM,  aimed at helping sales managers to view, adjust, and forecast customer opportunities.

AvePoint Pipeline Enterprise displays an aggregated view of all CRM opportunities managed by an individual sales person, or by an entire team. Sales teams can adjust expected close dates and opportunity probability, as well as forecast for coming months or quarters with customized views based on organization-specific definitions of probability and sales hierarchy, officials said.

Other key features include:

• Detail View - Present record details by drilling into opportunities, such as included line items, expected close dates, and opportunity probability, as well as any custom fields to support unique business requirements
• Forecast - Dynamically show total opportunity amount, as well as weighted amount based on opportunity probability in a selected, sliding time range
• Preview Mode - Enable sales teams to explore "what if" scenarios, adjusting various opportunity close dates and probabilities to view the effect on sales forecasts without distorting the actual details
• Summary - Generate a chart to view total opportunity amounts per month of the current calendar year, or per owner so sales teams can quickly understand opportunity distribution and monthly forecast

The company has also updated its AvePoint Productivity Suite for Dynamics CRM, which includes features around asset classification and search, restoring altered or deleted ...