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Ipsos CRM Use Case Mapping (Opportunities Management (Creating opportunity…
Ipsos CRM Use Case Mapping
Opportunities Management
Creating opportunity on CRM
Assign opportunities to someone in the team
Creating opportunity from Outlook (Ease of use)
View all opportunities for a client
View which services have been bought already
Enhanced Collaboration
Alerts when a lead is won
Alerts for contract renewal heads-up
Improved Client Retention
Workflows to improve communication with clients
See if we can open new doors with Existing clients
Review how many stakeholders we know within the client - CMO, Sales Director...
Find out the CMOs we didn't meet in the last 6 months
Leads Management and Generation
Create new leads from LinkedIn (Ease of use)
Pipeline information access management
Service Line point of view
Client Organization point of view
Leadership point of view
Lead generated from and external source - LinkedIn
CRM
Lead Qualified
Converted to Opportunity
View all Opportunities for a lead
Lead is won
Convert Lead to Client
Alert client to give heads-up for renewal
Review cross-selling opportunities with the client
View all services bought by the client
Review how many stakeholders we know within the client's organization
Get alerted on possible connects we have not met in the last 6 months
Alert Leadership and Service Line team
Assign Opportunity to a Service Line team member
Alert team member that Opportunity is assigned
Converted to Account
Converted to Contact
Lead generated from external source - Outlook
Journey