AXForum  
Вернуться   AXForum > Microsoft Dynamics CRM > Dynamics CRM: Blogs
All
Забыли пароль?
Зарегистрироваться Правила Справка Пользователи Сообщения за день Поиск Все разделы прочитаны

 
 
Опции темы Поиск в этой теме Опции просмотра
Старый 13.02.2018, 08:12   #1  
Blog bot is offline
Blog bot
Участник
 
25,459 / 846 (79) +++++++
Регистрация: 28.10.2006
crmtipoftheday: Tip #1074: The minimum you need for an opportunity
Источник: https://crmtipoftheday.com/1074/the-...n-opportunity/
==============

I like to keep things simple and, sometimes, Dynamics’ in-built functionality make things complicated. Opportunities (and Leads) are a good example of this. There is no doubt Dynamics 365 is great choice for managing a sales pipeline but you need to find a balance between using all the functionality provided and keeping the system flexible enough to meet unanticipated future needs as well as friendly enough that sales people will use it.

So what is the minimum you need to manage a sales pipeline in CRM?

First of all, no Products. Unless you sell well defined widgets with well defined prices, Products will need some work. Then there is the whole setting up of price lists, tax rates, and units of measure and so on. Remove Products (if you can) and things get simpler.

In terms of fields, I believe the minimum Opportunity fields you need to have a pipeline are:
  • Contact or Account (depending on whether you are selling to people or companies)
  • Estimated Revenue (how much the deal is worth)
  • Probability (so you can weight the expected revenue when projecting future sales)
  • Estimated Close Date (so you know which quarter/year/reporting period the sale will close in)
  • Status Reason (So you can categorise your pipeline)
Arguably, Status Reason could be swapped out for Stage and you could link the stage with a probability via a workflow but, again, things are getting complicated and not necessarily adding value (we are stuck with Status/Status Reason anyhow so why not use it?). In terms of automated probability, sometimes an Opportunity at an early stage is a sure thing and Opportunities at a later stage are more shaky (lawyers arguing over the contact terms anyone?) At least at the start, my preference would be to leave stage and probability unlinked and let the sales person enter the values independently.

In my experience it is better to start out with a basic system and build on it, than build a complex one and try and simplify it later. To reference my favourite quote from Civilization IV, “A designer knows he has achieved perfection not when there is nothing left to add, but when there is nothing left to take away.”



Источник: https://crmtipoftheday.com/1074/the-...n-opportunity/
__________________
Расскажите о новых и интересных блогах по Microsoft Dynamics, напишите личное сообщение администратору.
 

Похожие темы
Тема Автор Раздел Ответов Посл. сообщение
crmtipoftheday: Tip #1060: Quickly create vector/SVG images for Dynamics 365 Blog bot Dynamics CRM: Blogs 0 24.01.2018 22:11
crmtipoftheday: Tip #1050: Drink safely and drive in moderation Blog bot Dynamics CRM: Blogs 0 23.12.2017 05:47
crmtipoftheday: Tip #1019: Understand decimal precision in Dynamics 365 Blog bot Dynamics CRM: Blogs 0 09.11.2017 08:14
crmtipoftheday: Tip #1007: What is the Common Data Service (CDS) today? Blog bot Dynamics CRM: Blogs 0 23.10.2017 19:12
Опции темы Поиск в этой теме
Поиск в этой теме:

Расширенный поиск
Опции просмотра

Ваши права в разделе
Вы не можете создавать новые темы
Вы не можете отвечать в темах
Вы не можете прикреплять вложения
Вы не можете редактировать свои сообщения

BB коды Вкл.
Смайлы Вкл.
[IMG] код Вкл.
HTML код Выкл.
Быстрый переход

Рейтинг@Mail.ru
Часовой пояс GMT +3, время: 21:07.
Powered by vBulletin® v3.8.5. Перевод: zCarot
Контактная информация, Реклама.