Best Practice for Building Opportunities with Multiple Alternative Quotes RRS feed

  • Question

  • Hello CRM Community!

    We are a software company who has multiple licensing models.

    We offer our software as traditional perpetual licence sales of Concurrent Session or Named User licences. We also offer subscription packages (annual or monthly), which in turn can be made up of subscription Concurrent or Name User licences.

    The issue we have is that often we need to quote to the customer all the different options. So we will quote then Name User Licensing versus Concurrent User Licensing costs, for perpetual and subscription models. The customer can than make an informed decision on which route they would like to take.

    How best do we cope with this in Office 365 CRM Online? An opportunity can only have one set of opportunity products. Yes, we can create a opportunity product list set, generate the quote, then delete the products, and create a new set, and then quote... but this is messy and time consuming. We could create an opportunity for each licensing alternative for the one deal, but then it skews all the sales forecasting and success rate figures.

    I am not looking for a magic wand to solve these issues. I am just wondering what people think would be the best way to tackle it? What is the best we could expect from the CRM?

    Kind regards,
    Mark Bain.

    Cambridge UK.

    Tuesday, March 25, 2014 10:58 AM

All replies

  • What I would do.. is utilize the default functionality of CRM.

    There is a 1-m relationship between opportunity and Quotes.

    Which means that you can add multiple quotes to 1 opportunity. Doesnt that solve your problem?

    Rune Daub Senior Consultant - Dynateam CRM http://www.dynateam.dk

    Tuesday, March 25, 2014 11:22 AM
  • Thanks for your reply Rune,

    I had thought about doing it that way. I guess I need to explore a little more.

    I need to check which pricing figures are associated with the opportunity. I guess it would be the currently active set of opportunity products, and not the latest active quote? I'll also have to see if you can switch the opportunity products back to the products in a quote, or do you have to enter them all again manually?

    Some of these quotes can be pretty complex, and to ask the sales people to manually re-enter a whole set of opportunity products to get it back to state where the opportunity reflects one of the quotes could meet with huge resistance internally.

    I'll explore and find out. I will report back.


    Cambridge UK.

    Tuesday, March 25, 2014 11:34 AM