Revolutionize your Business with Crm Opportunity Management in Affidavits

How to create outlook signature

[Music] next I'm going to demo our opportunity management capabilities first let's take a look at how custom opportunities pages can be configured ing to company selling process in engage our admin users can create different opportunity business types to reflect different kind of opportunities each opportunity business type can be associated with its own sales process page layout approval process and so on in this demo I have created three custom business types new business amendment renewal where new business type of opportunity can be used by sales reps and amendment renewals can be used by sales reps as well as customer success teams we can configure different sales process for different business types each sales process contains an order list of sales stages and each stage is associated with an increment you read optionally a stage can contain key tasks and key information which can also be associated with smaller incremental rate within the stage at operation time sales reps are required to complete key tasks and fill up key information before advancing to the next stage each stage and key tasks also have permission controls which means only users with certain user roles will be able to perform the operation in the amendment business height since its for up cell so the sales process is a little simpler I can see a different opportunity stage configuration here I can also add a new coding stage with 80% one night and place it right in their negotiation stage [Music] now let's go back to the operational side I'm going to find my wolf tap account and create a brand new opportunity [Music] [Music] [Music] after creating the opportunity I had held the first meeting and demonstrated products I want to move from prospecting to need analysis I received an error that I need to fill in prada budget and go through budget approval passes so I go back to the prospecting stage fill up the project budget has three thousand dollars and submit the opportunity for budget approval to make all this happen among users has already created a budget approval process that is associated with prospecting stage now Tina on the other side has already received the notification about the approval process so she opens the opportunity and the Kreutz it now Chloe can move the opportunity to meet analysis stage after receiving the approval notification we're gonna talk about opportunity score in a minute now pretending we're already in proposal stage so I want to create a new quote from this opportunity after a quote is saved I can see that opportunity products and carried over as whole lines sales cloud underpriced Edition is about the product so during voting process I can configure this bundle I click on configure and see - pada functions basic functions and advanced functions when they open basic functions I see account management and opportunity management that are automatically included in this bundle when I open advanced functions and see a few optional products so after discussing with customers and select all these options and add them to the quote in the quote I see the bundle and it's children products in the hierarchical structure I can change the quantity to 200 and then see the discounts changed due to volume pricing I can also change the total price the discounts are then distributed evenly to equal line so after I surf the quote I open the opportunity again and see that the opportunity sales amount has been synchronized with the latest quote total amount I come back to the quote and create an order from quality after saving the order header I notice that all four lines are are automatically copied to order as ordered products as well optionally I can update the order product I save the water and submit order for ordered price approval [Music] in engage app we provide very comprehensive and flexible product pricing capabilities through our configure pi support module essentially you can create any product icing and packaging solutions all three configurations only now I open sales cloud Enterprise Edition which is a configurable Bandhu product there are seven pod options inside of this bundle some are required in a bundle some are optional Prada option defines a product pilot relationship there are also a couple of Prada features which are essentially a collection of prodigious Prada Prada feature production all together can create endless types of hierarchical Prada structures there are also price schedules you can see price schedule as an extension and price books that you can use to define volume with your Prezi each price schedule contains one or more price tiers each tier can have different price model which can be per unit or fluffy a prayer schedule can also offer discounts we can associate price schedules with product production or Prada feature so that the Prada may have different prices and discounts one sells standalone in a bundle where even in the future this essentially creates endless pricing possibilities [Music] let's go back to the opportunity I want to add Allison team member and ensign Korea added provisions I also want to create an overlay type opportunities blood for her and there are two types of opportunities floods revenue and overlay revenue types of opportunities floods must be added up to a hundred percent but overlay type of opportunities floods can be over a hundred per serving total we can use opportunity split amount to a frog has amount to set up and track performance target for each sales rep [Music] now I'm going to show more capabilities some opportunities with data I have already created this is our opportunity that I created earlier with richer data in the system you can create an opportunity rum in your schedule based on opportunity products sales managers can allocate and manage opportunity rubbing your schedule and create a visualization to show when the opportunities is scheduled to be paid for same as accounts we provide opportunities scoring scheme based on weighted values of opportunity attributes including wind rate account score and contacts scores among users can customize the opportunity to scoring scheme ing to the company's business requirements opportunity scores can also be snapshot it so there you can create a visualization to see the trending of opportunities course in general opportunity score ranges between 0 to 100 so customers can use custom opportunity score to replace one driving opportunity forecast calculation which provides a more accurate pipeline forecast [Music] an opportunity can have one or more contacts among them there's a primary contact each contact can play a different grow in opportunity for example decision-maker supporter opponent etc we also provide contact scoring schemes based on contact roads and other characteristics admin users can can also customize the scoring schemes by evaluating each contact score we can get a very good picture of who to follow up next and the customers general interests to purchase last I want to check out all of our opportunities so I navigate to opportunity Willis page on this page I can see different lists of opportunities for example all opportunities opportunities I manage recent key opportunities etc through standard smart views and I can create my own custom smurphy as well I can also order opportunities by any attribute including opportunity score I can switch to the opportunity Python view where I can see the current execution status of the pipeline for each opportunity business type [Music]