Nextup’s Opportunity Management System was created to help you and your staff give every opportunity the attention it deserves. It’s simple to use and works with all departments. By implementing this system, you can increase staff efficiency, improve time management, and create accountability.
Customers begin their experience with one prompt, professional greeting, not multiple, leaving them less intimidated and more open to doing business with you.
Staff stays focused on their highest-closing customers (appointments) without being worried about missing walk-ins.
Visibility into early manager intros every time builds better rapport with customers.
A more organized process will create a speedier experience for your customers, bringing more referrals and repeat buyers.
Customers needing phone or email follow-up are not kept waiting or wondering because staff has dedicated time to do so.
Staff always know when they will be on point, and when they have appointments, keeping them undistracted and focused on follow-up.
Aggressive staff who focus on setting appointments are rewarded with more walk-in opportunities.
Staff can easily and quickly request manger assistance without leaving their customer
When process performance falls below expectation, it’s immediately caught, allowing for quick coaching and improvement which leads to more staff success.
Staff can access the system from anywhere in the business, including 2-way messaging with other staff.
Ensures all customers are greeted promptly and professionally. By knowing your busiest days, times of day, and managing staff lunch schedules, your floor is always covered.
Encourages staff to set appointments, benefiting them as well as the bottom line of your department.
Always know exactly when to initiate an intro with customers, improving staff performance and increasing closing rates.
Have full visibility into scheduled/shown appointments, deliveries, be-backs, walk-ins. No more guessing or hoping that everything was logged into the CRM.
See everything that is happening with your staff and customers in real-time, even when you aren’t there.
See all the analytics in an easy-to-read dashboard, including time, percentages, and comparisons. Easily review and send reports to yourself and team members.
A quick view of how many customers have been greeted in-person today by opportunity type; including walk-ins, appointments, be-backs and even off-site appointments
Quickly view the list of queued staff who are positioned to meet guests.
View the list of staff who have been marked with an opportunity, and where they are in the process.
Easily record when a customer is introduced to another rep.
Automatically remind team members to take their meal breaks based on shift and quickly identify when they do.
Send opportunities to your CRM to ensure 100% of your traffic is included in your follow-up process.
Prevent staff from progressing further in the process prior to completing specific steps.
Add comments about each opportunity (description, customer name, stock number, etc.) or simply add a status.
Set the amount of time staff is required to cover the point. Staff rotates automatically once time is met with no walk-in guests.
Reward staff who book appointments by allowing them to continue to progress up in the queue (until they reach a specified position) while they assist scheduled customers.
Lock staff members in position when out to lunch, on a call, or any customized reason.
Easily communicate with a team member or an entire team. Send, receive, schedule, and save messages.
Know quickly when you have unattended guests in your business and are short on staff.
Be aware of how long your customers wait for a department to complete their transactions.
Manager IntroductionsAllow staff to request manager assistance when needed. Managers are then alerted of the request and can accept.
AlertsAlerts sent to mobile devices when staff move positions, are with opportunities, and when tasks need to be completed.
Manager NotificationsGet notifications at the right time in the deal to have the most impact.
Scheduled EventsStaff can schedule future appointments and deliveries that can be marked as completed upon guest arrival.
AssignAuto Assign, Blind Assign, Manual Assign, Multiple Assignments to additional Staff or Departments.
Message CenterCommunicate in real-time with your entire team simply and quickly. Message delivery to all devices.
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Frequently asked questions
No long-term contracts here. We only have month-to-month agreements. This holds our services and team accountable to achieving results.
You get access to our focused team, consisting of a performance manager, trainer, and a full support team.
Yes, because we understand that each of our clients is unique with their own processes in place. We also iterate regularly based upon suggestions and requests from our partners.
Our standard on-boarding process is within 10 to 15 business days. This might be able to be expedited based on your needs.
Our team will schedule monthly calls to discuss and review reporting, best practices and ideas to keep you focused on your goals.
We will do a full two-day implementation of the process to get your store kicked off, and when needed, we are available to do refresher training along the way.