SFA SalesOpportunity...

[Ray-91]

Hi,

Just looking at developing within the CRM and wondering if the current
structure as proposed in the docs can cope with sales opportunities of
definable types/categories and stages? I'm guessing not but wanted to
check if this was outside of the initial requirements, there was another
thought process involved or if I've missed something that is there to
cope with this already.

I have seen the "type" field that already exists on sales opp which the
documents suggest relates to "New Business" or "Upgrade" etc which is
good and I will use appropriately. So will call the proposed one
category to distinguish it.

To give some clarity here's the requirement:
One lead may come in that has more than one sales opportunity which
requires involvement from different office staff. Specifically
product/service X could be sold by person A and likewise product/service
Y could be sold by person B. So when person A logs in and is working in
the CRM system they want to see and track all sales opps of a specific
category.

I get the impression this could be done with the current structure if
you associate person A with an in house team and then associate the
sales opp with that team, the problem is if person C actually deals with
products X and Y he would be in both teams and he ends up with a long
list of sales opps that he has to work to separate into different
categories. And this does not allow different sales opps to have
different stages and reporting can't distinguish the success or failure
of different sales opps.

The suggestion is to add a new field for category which could be a data
driven enumeration field or another simple table, and then also add the
same field to the sales opp stage table so they can be related to the
category. This way we can categorise sales opps and also allow the
flexibility of different stages if desired for different categories.

Comments appreciated,

Ray

[Jacques Le Roux]

Just beginning to read the SFA PDF...

Jacques

From: "Ray" <[hidden email]>

> Hi,
>
> Just looking at developing within the CRM and wondering if the current
> structure as proposed in the docs can cope with sales opportunities of
> definable types/categories and stages? I'm guessing not but wanted to
> check if this was outside of the initial requirements, there was another
> thought process involved or if I've missed something that is there to
> cope with this already.
>
> I have seen the "type" field that already exists on sales opp which the
> documents suggest relates to "New Business" or "Upgrade" etc which is
> good and I will use appropriately. So will call the proposed one
> category to distinguish it.
>
> To give some clarity here's the requirement:
> One lead may come in that has more than one sales opportunity which
> requires involvement from different office staff. Specifically
> product/service X could be sold by person A and likewise product/service
> Y could be sold by person B. So when person A logs in and is working in
> the CRM system they want to see and track all sales opps of a specific
> category.
>
> I get the impression this could be done with the current structure if
> you associate person A with an in house team and then associate the
> sales opp with that team, the problem is if person C actually deals with
> products X and Y he would be in both teams and he ends up with a long
> list of sales opps that he has to work to separate into different
> categories. And this does not allow different sales opps to have
> different stages and reporting can't distinguish the success or failure
> of different sales opps.
>
> The suggestion is to add a new field for category which could be a data
> driven enumeration field or another simple table, and then also add the
> same field to the sales opp stage table so they can be related to the
> category. This way we can categorise sales opps and also allow the
> flexibility of different stages if desired for different categories.
>
> Comments appreciated,
>
> Ray
>