This routine allows to register data of the competitors of a company, with the purpose to supply subsidies for the commercial representative to prepare better proposals to its clients in sales opportunities, based on knowledge of its competitors.
This register is available for all sales representatives to view registered competitors. There is an access rights restriction from CRM, with minimum access level for sales representatives as View.
Procedures
Adding competitors:
Connections
The functionality allows to identify the relationship between registers made to CRM, such as suspects, prospect, customer, contacts, competition, suppliers, partners, opportunities, proposals, sales orders, invoices, products, price table, sales process, sales representatives, business unit, sales team, campaigns and events.
The connection centralizes information on a relationship between an entity and other and facilitates queries. You can use this feature to attach information from one customer to another by entering the connection function. For example: partner, shareholder, influencer, etc.
If a function is not found that fits to its needs, it is possible to register other connection roles and relate them to corresponding roles, i.e., connect the role Uncle/Aunt to the corresponding role Nephew/Niece.
When registering connections, you can define start and end connection dates.
Procedures
See Also
Registered competitors in: