You’re offline. This is a read only version of the page.
Our Business scenario goes like this:
We are a Sales and manufacturing Company and deal with Contractors(EPC) directly and not with End users.
So we will be sending out quotes to multiple contractors, but I am confused how to handle this at the Opportunity level?
We do have an End User field defined at the Opportunity name, but the Opportunity-Account Relaionship we want to maintain with the Contractors themselves, many related fields in the Opportunity will be captured from the Contractor.
I want to know if any of you has a similar business scenario as ours and how you have implemented it.
Currently they are filling the most preferred Contractor name as the Potential Customer field in Opportunity, and at the end they will update it to the actual contractor name who won the project. is there any better way?
*This post is locked for comments
Hi Wayne i am currently working on a project at university using cm where i am trying to create something similar, without any development. Would you be able to explain in further detail how i could go about doing this?
One alternative, depending on your reporting needs would be to have a unique opportunity for each Contractor, and then connect the opportunities. You would then "close as lost" all the opportunities that didn't get won, and just win the contractor that you actually closed with.
That would be more overhead, but might be more reportable, depending on your needs.
If you have more details about what business goal you're looking to achieve, we could definitely offer different suggestions for Opp management.
Thanks Aileen and Wayne, They are really helpful.
I would still welcome any different suggestions to pick the best one which suits our business processes.
Hi Sameera,
Either you use Connection Roles, or you can create manual Many to Many Relationship.
By creating one more entity level in between Opportunity and Account.
So, create a Opportunity Contractor entity, lookup to Opportunity and Account, add new field: Contractor Status (can be Option Set or lookup field to master Contractor Status)
Here the field you can fill: the Most Preferred Contractor, the Second preferred, Won Contractor, etc.
So by default 1 Opportunity can have more than 1 Account or Contractor, which CRM can handle.
Then, in the end add the Won Contractor or modify one create a workflow to auto populated Potential Customer to this Won Contractor.
Hope this helps!
Thanks.
The easiest thing to do is to use Connections. Then you can connect various accounts to the Opportunity and also describe each one's relationship to the Opp. Preferred, Secondary, etc.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,253
Super User 2024 Season 2
#2
Martin Dráb
230,188
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (