sfdc updates (Opp Fields / info to remove or update (gcxgc tick box,…
Opp Fields / info to remove or update
opportunity name - remove from the form and autopopulate from the blank field
type - remove as it is not bringing value
sepsolve tick box
opportunity currency - read only at this point
source - needs to be changed to a compulsory field
related asset - only needs to be in the service opp format
gcxgc tick box
primary campaign source
PAMS - find out who requested this info and how it's used
win/ loss -not needed to be shown when you are raising the opportunity
CLIF support rep - needs dicussion with lesley as to how to record this infuture
demo - linked - yes or no and only show if you say yes
naming of opportunites
a/c name - main product - opp owner - ref- - location (?)
bring "end user" up the page and include in the name.
needs an "unknown" account for where we dont have it
end user is essential for all partner sales
look at lead nurtiuring process
active prospecting by field sales and partners
auto generation of email to low level contacts - from a number of templates
needs full audit of accounts and contacts - so park this for now
face to face
show number of successful contacts
field sales to assign their accounts based on regularity of contact
dropdown with contact frequency
map of accounts by owner with different categories
reporting the contact frequency against when they were last in touch
create call lists
call rates- want to be able to see the different types of activties
opps raised from these activities
automating the lead assignment
can this be done directly from pardot or does it need to come into SFDC before the lead is auto assigned
assign based on region / state
OEM opps that will not come in as orders need to be excluded from the forecast.
current forecast report does not take into account the exclude from forecast.
tick box for "OEM centralised purchase"
repsonsibility of opp owner to complete this
need to do some refresher training on how to use this.
decide on scenarios on where you should be able to log a communication on SFDC
can opps and cases be shown at the top of an account level
plus open actions / next steps if you have any
"log a call" can we change to "log an action"? or is this std SFDC terminology
what appens to events when they are created
need global parent account
abilit y to view what is happening across the globe
move the parent account field to up the top of the page
esseitnal to complete this
rename as strategic gourp accounts
needs to be restricted list
need an option for "no parent"
can we map out the hierarchy
ability to highlight if an accounts is a strategic accounts
via a tick box
define & create set of template reports that are easy for people to use
people then create their own in their private reports
move the tick boxes for qualificaiton stages to just under the "stage" field
how do we manage new types of opportunity, e.g. PAMS
use quick name
only show some of the more detailed stuff if needed
do we know a demo is required from the start
order inforation is usaully on an existing opp
can we supreess this and only show when we need to get it.
only 1 of any of the linked opportunities to be inclidued in the forecast
next step is essential
choose from an alert or add to task list, or both!
task list - as and when needed rather than with a specific date.
oppourtunity next steps need to be a priority task
easy to identify which are tasks related to an opportunity
list view of this
opp push counter report
flow of opportunities in graphical form