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can anyone tell me what the following requirement is? RRS feed

  • Question

  • SALES REQ:

           Customer Centric Sales process with probability is defined as below and should be mapped to CRM application.

                                     i.            Qualified – 10%

                                   ii.            Defined requirements – 20%

                                  iii.            Solution with budget quote  - 30%

                                 iv.            Proposal submitted – 40%

                                   v.            Negotiation – 60%

                                 vi.            Order – 90%

                                vii.            Service fulfillment  - 100%

    Wednesday, February 1, 2012 6:48 AM

Answers

  • Does this refer to the Sales Process for an Opportunity...

    You need to create a workflow that updates the pipeline stage as Qualified and sets the probability % to the corresponding no. upon probably some other factors that change in the opportunity...

    Trying to define a process to have the pipeline report reflect the current state of the opportunity.

    Does it make sense in your context?

    Sam


    Dynamics CRM MVP | Inogic | http://inogic.blogspot.com| news at inogic dot com

    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

    • Proposed as answer by Sam - Inogic Wednesday, February 1, 2012 7:11 AM
    • Marked as answer by Naveen kumar J Monday, February 6, 2012 6:41 AM
    Wednesday, February 1, 2012 7:11 AM

All replies

  • Does this refer to the Sales Process for an Opportunity...

    You need to create a workflow that updates the pipeline stage as Qualified and sets the probability % to the corresponding no. upon probably some other factors that change in the opportunity...

    Trying to define a process to have the pipeline report reflect the current state of the opportunity.

    Does it make sense in your context?

    Sam


    Dynamics CRM MVP | Inogic | http://inogic.blogspot.com| news at inogic dot com

    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

    • Proposed as answer by Sam - Inogic Wednesday, February 1, 2012 7:11 AM
    • Marked as answer by Naveen kumar J Monday, February 6, 2012 6:41 AM
    Wednesday, February 1, 2012 7:11 AM
  • thank u for replying my friend.
    • Edited by Naveen kumar J Wednesday, February 1, 2012 7:33 AM some mistake
    Wednesday, February 1, 2012 7:33 AM
  • Glad i could help.

    Please close this thread if you have no further queries on this.

    Sam


    Dynamics CRM MVP | Inogic | http://inogic.blogspot.com| news at inogic dot com

    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

    Wednesday, February 1, 2012 7:36 AM