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Any sales request from existing or potential customers or any sales idea created without a request can be defined as an opportunity. By recording the opportunities in the market, marketing strategies can be developed, competitors can be analyzed, future sales policies can be determined by examining gains and losses together with their reasons.

In Workcube, opportunities are used with the opportunity business object. Process definition - authorization, parametric definitions and data entries are required for the use of the Opportunities business object.

Process definition - authorization is made from the Control Panel > BPM>Processes > Opportunity Process page . All standard processes have been defined in Workcube. If there are stages other than registration in the process to be used, they should be defined. Authorizations are given by adding users to stages.

When adding a process, make your Related Company definitions and Fuseaction definitions. Otherwise, the relevant process will appear unauthorized.

After the Process is Defined, the second step is to create the Stages.

What is expressed in the screenshot above is as follows;

After recording the relevant stage, check the check-boxes for what kind of actions you want from this stage.
You can define the employees who will be authorized for the processes with the + icon.
You can add authorized positions.
You can add employees who will receive warning and approval.
You can also register the employees who will be informed in case of a situation at the stages.

Parametric definitions are made on the Control Panel > System > Parameters page under the Customer Management heading under the CRM heading Parametric definitions are made.

Opportunity Categories

Opportunity categories are used according to the separation of opportunities of the services or product groups sold. Corporate sales, Additional Product Sales, Service, New Product Sales etc. definitions can be made.

Probability

Probabilities can be defined according to the percentage of opportunities turning into sales. 100%, 80-100%, 60-80% etc. Probability field can be used with definitions.

Contact

It is used to inform the channel through which the opportunity was created. Internet, face to face, e-mail, SMS etc. definitions are made.

Reasons for Competitor Preference

As a result of losing the opportunity to the competitor, strategic decisions can be made by examining the reasons for competitor preference. Higher production capacity, lower price, being a global brand, reference, product-service quality, etc. definitions can be made.

Opportunity Detail

Customer, authorized person, subject, estimated cost, estimated income, seller, application date, acquisition date, etc. Opportunity records can be created in detail.

Expenditure records can be made with guidance from the opportunity detail regarding the transition to a bidding phase upon customer request or the determination of a product to be R&D.

Detailed conversations made in the opportunity detail are recorded in the follow-up area and important notes about the sales or project scope and the opportunity are recorded by the company. It can be shared with the relevant employees and managers within the organization.

You can save job shares regarding the opportunity and who your competitors are in your system.

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About Workcube Objects

Opportunities

Sales opportunities represent potential sales. A sales opportunity occurs when a prospect shows interest in the product or service. Sales teams work to close sales by pursuing sales opportunities and interacting with customers.

Type: WBO Version: Catalsyt v5 Licence: Standard Author: Workcube Core