In my case, we provide insurance (i.e. Health, Dental, Vision, Prescription)
I need to track the results of each of these independently, therefore, if we have an opportunity in the door for a compamy, we would have one opportunity for each of these lines of business for a total of four opportunities.
This gets messy since you want to limit the amount of data entry the reps are inputting. The answer for us is to create a visualforce page to limit the pain of data entry.
This also presents a problem when it comes to logging in the activities the rep is doing to win the business. If the rep meets with the account to discuss all 4 lines of business, how do you log one actiivty that applies to all 4 opportunities and still count it as only one?
Also, what do you do when you package these things together? For example, if we want to discount if the account purchases all three lines of business. We want to track the "package" but we still need to see the individual results.
Finally, we also have the issue of having multiple reps going after the same piece of business. What we have done is to create an object (named quote) that rolls up to the opportunity. There would always be only one opportunity but there could/would be mulitple quotes for the object that rolls up to the opportunity. We have a "primary quote" field on the oppotunity that is linked one quote. Its updated via a trigger and just looks at the stage of the quotes to determine a primary. We are going to eliminate this "quote" object and move the fields to the opportunity. There will be a "primary opportunity" field that will be updated via a trigger.
I know that a lot, but I'm wondering what others who have had these same challenges have done?
Thank you!!
Fred
3 answers
I think you're still OK. Imagine each Opp has one or more Line Items for the LOB. You can create a roll-up field on the Opp that determines which LOB it belongs to. This let's you track all your Opps in pipelines, but also report on won/lost within an LOB and even between LOBs if you wanted to.
