Document number: 11539

 

General Info

Defines and displays basic Opportunity information such as the Name, Company, and Status.

Products

Records information about the relevant products or services for the opportunity. The revenue type determines what business line the revenue will go to (license, service, maintenance, training or hosting).

Address

Specifies a Company address for the Opportunity.

Representatives

Lists business contacts for the opportunity. Look up existing contacts by using the Representative Lookup icon.

Tasks

Log a list of tasks that are associated with an opportunity. Tasks can be assigned to any user in Customer1. Click the Calendar link to view all tasks by the month. Click the Task History link to view a history of completed opportunity tasks.

Notes/Attachments

Records detailed information of interactions with contacts of the opportunity. Also used to share information on the opportunity across the sales team. Attached supporting files must be zipped and under 2 MB.

Competition

The purpose of the Competition section is to record information on known competitors for the Opportunity. This information is critical to our ability to gather information on why we win or lose, what our competitors are doing, and so on. This will allow us to get reliable information to you so you can refine your deal strategies.

In Customer1 8.4, you must now include competitor information on your opportunities. If you select Closed-Lost for Opportunity Status, you must indicate the name of the competitor to whom you lost the engagement. This is only possible if you have already entered competitors on the opportunity.

You may encounter a situation in which your Competitor is not yet recorded in C1. In that case, you must add the company to C1 before contacting Market Intelligence. After you have a customer ID, take the following steps to get the competitor role added:

1. In Lotus Notes, address an email to MKTG-Market Intelligence.
   
   
2. In the subject line enter Competitor Request.
   
   
3. In the note, include the Company Name and Customer ID for the company to which you wish to have the competitor role applied.
   
   
4. Send the note. Your request will be processed by the Market Intelligence Team within one business day.
   
   
5. Once the role has been applied, edit your opportunity and include the new competitor on the Competition tab.
   

Partners

Records all partners involved with this Opportunity and to indicate their involvement with the sale. This information is critical to our ability to drive our partners to increase their investments in and support of PeopleSoft.

Characteristics tab

Recommend forecast type based on key selling activities. Used as a guide to enhance forecasting.

Profile

Records specific information on our selling strategy for a particular opportunity. This information is used for opportunity reviews, to consolidate information on the win strategy, and to communicate to both the Sales team and Sales Management.

Maintenance

Records information for the resubscription of maintenance. Used only by the Support Sales organization.

Sales Team

Specifies the team members working on the opportunity and allows them access to that opportunity. The owner of the opportunity is responsible for adding all sales team members, especially services team members and product consultants on a joint opportunity.

Territory

Displays the industry, territory, region, primary product group and the primary product for the opportunity. This page is read-only.

Need

Tracks the Business Pain Points identified on this Opportunity.

History

Keeps an audit trail of specific fields within the Opportunity component.

 

 

 

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2001 All rights reserved.
Created: amq 11/01/2002