Configurable stages
Name the stages your institution actually uses, with a probability for each.
The four wings
A real Atrium screen. Meridian Institute is fictional, and every record is sample data.
MERCATURA
Turn relationships into opportunity.
Every opportunity has a stage, an owner and a next step, in your institution’s own language.
A day with Mercatura.
See what is moving
Open the pipeline by stage and owner, and notice the deals that have gone quiet.
Advance the conversation
Update the stage as things move. The change is recorded with who made it and when.
Agree the next step
Give each opportunity a next task, so the work continues after the meeting ends.
Move the deal and watch the record.
A small example of how Mercatura behaves. It uses sample values and changes nothing.
Sample recordTry it
- Discovery
- Proposal
- Decision
- Won
Opportunity / O-104Discovery
OwnerSample Owner
Next taskAgree the requirement
Built into the wing.
Stage history
Stage, amount, close date and owner changes are tracked by default.
Campaigns
Connect enquiries to the campaigns that produced them.
Territories
Organise the pipeline by territory in Atrium and Basilica.
Sharing by hierarchy
Managers see the work of the roles below them, under rules you set.
Forecasts
Advanced Intelligence forecasts from your own history, shown with a range.
Sales counts for a quarter of True Business Level.
- Conversion rateHow many enquiries become opportunities?
- Win rateHow many opportunities are won?
- Stalled opportunitiesHow many have stopped moving?
Through to the other wings.
Build your institution’s shared centre.
Tell us what your institution wants to achieve.