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Tracking Product Sector Specific Sales Opportunities

   Words by CRM Consultancy

   on 01/11/2015 20:27:23

Since the very inception of CRM Systems, we have had the concept of tracking Sales Opportunities and so the concept of recording the current Sales Stage for each Opportunity as part of the current Pipeline.

However when we look at more complex Sales Environments where different types of Opportunities may have radically different Sales Processes, we may want to flex the way we track an Opportunity based on this Type.

Prior to the release of CRM 2015 this may have required development or heavy customisation to try and build variable Sales Processes between the types of Opportunities, particularly in a more visual format – however Business Process Flows in CRM 2015 give us an ability to solve this scenario.

Business Requirements

Each Type of Opportunity should present a bespoke set of Sales Stages

Each Sales Stage should be able to track a particular set of fields to collect information about that Sales Stage

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