0
10.0.1
Australia, Zurich, Yokohama, Xanadu
Standalone Application
Opportunity Management enables customers to create and track opportunities across the lifecycle of the customer journey. On an opportunity you can capture customer related details, customer requirements, products and services the customer is interested in, and interactions within the sales team or with external stakeholders.
- Create opportunity
- Create opportunity line items and opportunity line characteristics
- Capture needs on opportunity
- Capture opportunity tasks
- Clearly identify multiple stakeholders and accurately qualify opportunities with associated contacts and their defined roles.
- Enable structured collaboration among stakeholders in the team to close opportunity efficiently.
- Allocate credit and revenue from a single opportunity among several sales representatives and territories, ensuring accurate attribution and fair compensation.
- Send and receive emails on opportunity
- Schedule appointments on opportunity
- Manage opportunities with Kanban view
- Create quotes from opportunity
- Collaborate from the opportunity context via sidebar integration with Microsoft Teams
This release includes:
- Allocate opportunity revenue among multiple contributors by utilizing Opportunity Allocations. This method allows for precise attribution of sales contributions, ensures accurate incentive distribution, and enhances forecast reporting for collaborative sales teams. It promotes transparency and fairness in recognizing and compensating all team members.
- Record Direct or Indirect deal types on customer entities to align opportunities with defined routes to market.
- Required plugins and products
- Opportunity Management Data Model (com.sn_l2c_oppty_mgmt_data_model)
- Dependencies
- Sales Common (com.snc.l2c_core)
- Properties that need to be created or set to activate the content pack
- Affected business rules
- Affected script includes
- .jar files that need to get uploaded, if applicable
- CRM data access for Opportunity team members via Responsibility framework will require minimum platform version as Zurich Patch 3