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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 thing to do 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 to take 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 the 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 the 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 the guidance of the project record opportunity detail, which is related to 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 scope of the project and the opportunity are recorded by the company. It can be shared with the relevant employees and managers within the organization.

You can save opportunity-related job shares and who your competitors are in your system.

Opportunities Job Functions and Implementation Steps

Bu ekranı %100 kullanmak için aşağıdaki implementasyon adımlarının tanımlanması ve set edilmesi gereklidir.

Add Opportunity Stage / settings.form_add_opportunity_currency Param Wiki

Satış fırsatlarının durumlarını takip etmek için kullanılır.

Add Probability Rate / settings.form_add_probability_rate Param Wiki

Fırsatın satışa dönüşme olasılıkları kaydedilir. Yüzdesel ya da detaylı veri olarak girilebilir.

Reasons to choose competitor / settings.form_add_rival_prefer_type Param Wiki

Fırsatın olumsuz ilerlemesi sonrası müşteri adayının ne sebeple rakip firmaları tercih ettiği tanımları yapılır.

Sales Opportunities,Define Additional Information / settings.form_add_info_plus Param Wiki

Ek bilgiler, ekranlar üzerinde yapılan kayıtlara ait, o kayda ilişkin detay ya da spesifik olarak eklenmesi gereken bilgiler için kullanılan bir fonksiyondur.

Sales Special Definition / settings.add_sales_add_option Param Wiki

Şirketin İşleyişine ve verilen hizmete göre girilen parametrik tanımdır.

Visit Category / settings.form_add_visit_cat Param Wiki

Fırsat süresince müşterilere yapılacak ziyaretleri sınıflandırmak için kullanılır.

Page Designer,Sales Opportunities / sales.list_opportunity Page Designer Wiki

Satış fırsatları, potansiyel satışları temsil eder. Bir müşteri adayı, ürüne veya hizmete ilgi gösterdiğinde bir satış fırsatı oluşur. Satış ekipleri, satış fırsatlarını takip ederek ve müşterilerle etkileşimde bulunarak satışları kapatmaya çalışır.

Sales Opportunities,Page Settings / sales.list_opportunity Xml Setup Wiki

Sales Opportunities,Process Design / process.list_process Process Stage Wiki

İş süreçlerinin tasarım ve akışlarını oluşturur.

Non ABC Sale / settings.list_process_cats Process Cat Wiki

Bu sayfanin cf_big_list_search'ü olusturulmustur.

Output Templates,Sales Opportunities / settings.form_add_print_files Output Template Wiki

Kaydedilen belgelerin çıktılarının alınması için kullanılır. Standart şablonlar seçilebilir ya da özel şablonlar eklenebilir, ayrıca şablonlar yetkiye bağlanabilir.

Total 11 Register

XML Settings

XML Settings define page-specific operating rules. It is set in the XML section under Page Settings on each page.

is_show_sales_emp Satış Çalışanı Seçili Gelsin

Evet = 1 Hayır = 0

Seçim

x_control_ims Mikro Bölge Koduna Göre Listeleme

Evet = 1 Hayır = 0

Seçim

x_update_date Güncelleme Tarihi Gelsin

Evet = 1 Hayır = 0

Seçim

Total 3 Register

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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: Catalyst v5 Licence: Standard Author: Workcube Core