0
9.0.0
Australia, Zurich, Yokohama, Xanadu
Standalone Application
Opportunity Management enables customers to create and track opportunities across the lifecycle of the customer journey. On an opportunity you can capture customer related details, customer requirements, products and services the customer is interested in, and interactions within the sales team or with external stakeholders.
- Create opportunity
- Create opportunity line items and opportunity line characteristics
- Capture needs on opportunity
- Capture opportunity tasks
- Clearly identify multiple stakeholders and accurately qualify opportunities with associated contacts and their defined roles.
- Enable structured collaboration among stakeholders in the team to close opportunity efficiently.
- Send and receive emails on opportunity
- Schedule appointments on opportunity
- Manage opportunities with Kanban view
- Create quotes from opportunity
- Collaborate from the opportunity context via sidebar integration with Microsoft Teams
This release includes:
- Support to effectively capture the primary reasons for winning or losing a given opportunity.
- Associate competitors with opportunity products and record contributing factors to report and analyze competitor trends, product‑level competitive pressure, and opportunity outcome patterns. Additionally, track incumbent competitors and any new or emerging entrants in the market.
- Gain complete visibility into customer engagement by viewing a complete touchpoint timeline on Opportunity tasks so that teams have context at their fingertips.
- Required plugins and products
- Opportunity Management Data Model (com.sn_l2c_oppty_mgmt_data_model)
- Dependencies
- Sales Common (com.snc.l2c_core)
- Properties that need to be created or set to activate the content pack
- Affected business rules
- Affected script includes
- .jar files that need to get uploaded, if applicable
- CRM data access for Opportunity team members via Responsibility framework will require minimum platform version as Zurich Patch 3