SergeiBespalov
Thu Apr 19 07:08:02 CDT 2007
Thanks Michael,
The problem is many customers would like their salespeople to be able to ask
the Competitors question early on in the qualification (also this is often
used fro incubement competitor) i.e. well before they would want to promote
the Lead into and Account, Contact and Opportunity. They do not promot the
Lead until the Lead is qualified and the qualification criteria usually
include a lot more then just knowing who the competition is. They would be
cluttering the system if they were to creating Accounts, Contacts and
Opportunities the moment they find out who the competitor is.
I am aware of the limitation with new relationships for the system entities,
hence this product suggestion post.
1. Lead need to have a one-to-many relationship to Competitor
2. These relatinships need to be copied to the Opportunty-Competitor
relationships when the Lead is converted.
Thanks,
Sergei
"Michael Höhne" wrote:
> The idea is that if you're talking to a lead and know about competitors,
> there has to be an opportunity. Unless you don't see a chance to sell your
> products, there are no competitors. Whenever there is something to sell,
> convert the lead to an account/contact/opportunity.
>
> From a technical point of view: as both the lead and competitor are system
> entities, you cannot create a relationship between them.
>
> --
> Michael Höhne, Microsoft Dynamics CRM MVP
>
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> ----------------------------------------------------------
>
> "Sergei Bespalov" <SergeiBespalov@discussions.microsoft.com> schrieb im
> Newsbeitrag news:7079FDB9-582D-4891-AAA8-ABDB5A3FA7FC@microsoft.com...
> > Customers are asking for an ability to track competitors against leads,
> > not
> > just opportunities. The question about competitors is often asked early
> > in
> > the sales cycle (before an opportunity is created). The lead competitors
> > need to be automaticlaly linked to the opportunity ("mapping" need to be
> > in
> > place for these links) when the lead is converted into an opportunity so
> > that
> > the competitors selected on the Lead could be managed on the opportunity
> > without having to reselect them again.
> > Thanks,
> > Sergei
> >
> > ----------------
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