Guidance in Opportunity Module

Idea created by Rajan Upadhyay on Jun 8, 2016
    Active
    Score15
    • Dick Jansson
    • Ishani Lad
    • Rajan Upadhyay

    Hello,

    There should be some intelligent guidance available at each and every steps of Opportunity as it is there in Sales force CRM.

    For Ex:

    1.In sales force CRM by hovering on Qualification Item in opportunity module it shows the number of days of qualification stage ie 10 days ,15 days etc.

    There are total 5 important steps in opportunity and intelligent guidance is available in each and every step of Opportunity Module unlike like Sugar CRM where the steps of Opportunity are present in drop down UI format.

     

    2 . Tips for cracking an opportunity should be there like below:

    For Ex below is GUIDANCE FOR SUCCESS part available in Sales force CRM of First step of opportunuity called Qualification:

    Qualify the opportunity and confirm budget.

    • What's their business?
    • What problems are they trying to solve?
    • How does solving these problems help them?
    • Is the timing good for them?
    • What's their budget?
    • What other solutions are they considering?

    This type of guidance is very useful for a newbie sales executive working in CRM field.