Document number: 11704

 

Project go-live date: 02 August 2004.
Impacted application: Customer1
Modules affected: Sales, Reference Program
For more details visit Field Connection URL: http://planetx.peoplesoft.com/field_connection/customer1/index.html

Summary of enhancements

Sales enhancements:

1. SIC code added to the Company search page.
   
   
2. SIC code added to the Company component in the profile info section.
   
   
3. Split Flag – to track Opportunities that are between multiple representatives.
   
   
4. Ability to select all active saleable product groups to a Campaign and Wave.
   
   
5. Realigned job levels and functions for representatives.
   
   
6. Ability to search Representatives by Name and not ID on the lead list pages.
   
   
7. Pre-lead template can now store 10 product interests instead 3.
   
   
8. Pre-lead search page to contain the 10 interested products.
   
   
9. Pre-Lead note's field size increased from 250 to 1000 chars.
   
   
10. Updates are made to the following "nVision Reports:
    - Sales Executive Forecast Report
    - Sales Pipeline Report
    - Sales Forecast Report
    - Sales Closed Report
    - NA Sales Pipeline Report
    - Services Executive Forecast Report
    - Services Pipeline Report
    - Services Forecast Report"

Reference program enhancements:

1. New fields added to the Installed Product component
   Monthly volume and Average Line Transaction
   
   
2. New fields added to the Installed Products search page:
   - Product Description
   - Release
   - Region
   - Revenue
   - Industry
   - Company
   - Ref Prg Status
   - Environment Value
   - Environment
   - # of Users
   - Monthly Volume
   - Average Lines/Transaction
   - Last Updated
   
   
3. New fields added to the Reference Tab in the Company component
   - Ref Pro Status
   - Enrollment Date
   - Date Audited
   - Company Overview
   - # of Users at the Company
   
   
4. Reference Tab – New section: Installed Competitor Company.
   Fields: Competitor, Application
   
   
5. Reference Tab – New section: Competitive Companies during sales.
   Field: Competitor
   
   
6. Reference Tab under Company component – New section: Additional Info.
   Fields:
   - Other Competitors Evaluated and Comments,
   - Product Additional Comments,
   - Services Additional Comments,
   - Integration Additional Comments
   
   
7. Reference Tab – New fields in Reference Specialist section.
   - Specialist
   - Specialist Region
   
   
8. Company search page now has reference related fields.
   
   
9. Reference Activity component – New fields in the Activity Info section
   - Activity Name
   - Reference Specialists
   - Comments
   - Ref Prg Points
   - Date
   - Time (local)
   - State/Province
   - Country
   
   
10. Reference Activity component – New field in the Request Fulfillment section
    Request Activity Participation
    
    
11. Reference Request component – New fields:
    - Opportunity
    - Activity Id
    
    
12. Reference Request component – New section Additional Information
    Fields:
    - Question Topics of Interest
    - Attendee Background
    - Misc Info
    
    
13. New functionalities: Point Statement and Points Management
    

 

 

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2004 All rights reserved.
Created: amq 07/28/2004