Using Multiple Business Processes
Use multiple business processes to manage different sales, lead, support, and solution processes. Categorize your opportunity stage, lead status, case status, and solution status picklist values into lists called Sales Processes, Lead Processes, Support Processes, or Solution Processes. Then, associate each business process with one or more record types and make that record type available to users based on their profile.
For example, your company may have three sales divisions: hardware, software, and consulting. The hardware and software divisions follow a 10-step sales process they call “Miller Heiman.” But consulting follows an 8-step sales process they call “Strategic Selling” so users of that division never use the “Prospecting” or “Perception Analysis” stages during the sales cycle. To manage these different sales processes, create two sales processes and include the “Prospecting” and “Perception Analysis” stages in only one of them.
Download this document to learn how to set this up.
Download Using Multiple Business Processes
Use multiple business processes to manage different sales, lead, support, and solution processes. Categorize your opportunity stage, lead status, case status, and solution status picklist values into lists called Sales Processes, Lead Processes, Support Processes, or Solution Processes. Then, associate each business process with one or more record types and make that record type available to users based on their profile.
For example, your company may have three sales divisions: hardware, software, and consulting. The hardware and software divisions follow a 10-step sales process they call “Miller Heiman.” But consulting follows an 8-step sales process they call “Strategic Selling” so users of that division never use the “Prospecting” or “Perception Analysis” stages during the sales cycle. To manage these different sales processes, create two sales processes and include the “Prospecting” and “Perception Analysis” stages in only one of them.
Download this document to learn how to set this up.
Download Using Multiple Business Processes
