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Topics#Sales And MarketingPergunta de Kim Wilson
Kim Wilson perguntou em #Sales And Marketing
18 de jan. de 2010, 11:48

Centralizing key data about a client

A client that may have many accounts-products sold in many accounts the informaiton seems to be difficult to find in one place.  You can rpt on opportunities and products but that may not bring together your key players in various divisions - we are looking at ways to centralize or report on the critical overall data.  Currently it saved as a document under HQ of the company but the data such as current products purchased is quickly outdated. 

 

Looking for better solution? 
1 resposta
  1. Thomas Tobin (Salesforce)
    1 de fev. de 2010, 20:14
    What are you really trying to do?

     

    It sounds like you need help to:

     

    1) connect divisions - where something like Hoovers or D&B may help to connect divisions to a main office and allow you to see all the child entities.

     

    2) report on products for all the closed opportunities for a given global parent.

     

    It's always better to rely on a report of the data, rather than a document somebody updated and saved, unless your business process can ensure the data is updated in the document with every sale.
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