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Entering A Sales Opportunity - The Full Monty
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| While this section will show you how to enter ALL the information about a sales opportunity, it is important to remember that this information is collected over time and in the real world it is updated and changed often. Only the first data field - some sort of name or description - is required. Any other information that you enter should ONLY be entered as it is relevant to helping you win the opportunity or as it is required by your business.
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| · | Data fields - names, addresses, sales status, probabilities, product information, etc.
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| · | Status and Watched fields
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| · | A Journal - your date and time-stamped notes.
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| · | Sales Analysis tabs - of the business opportunity, your solution, your competitor's solution, your selling effectiveness, and your competitor's selling effectiveness
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| · | Properties - Born on date, age, last modified, sales owner. Also included are calculated fields - derivatives of some of your data fields. For example, the Revenue for a sales opportunity is a calculated as Price * Quantity * Discount...
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| · | An Outlook Connection - allows you to use your Outlook Contacts to fill out fields
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| · | Entering Data Fields
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| · | Opportunity Journal
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| · | Sales Analysis - Rating
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| · | Sales Analysis - Solution Impact
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| · | Sales Analysis - Sales Impact
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| · | Outlook Contacts - Outlook Connection
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