I started working for a new company with a very unique pricing structure that I have never work with before. The way their purchasing process works it that they sell the product to the client but don't get paid until the client receives savings from the product and we get a margin of those savings. For example: we sell our system product to Company X, opportunity in salesforce is set to Closed Won, Company X has a savings of $100,000 from using our product, we have a 10% margin on that $100,000 and that will be the amount that we receive from the client. This amount & percentage can change over time and for each opportunity. What I am having a problem with is how do i program this into salesforce?!?!?!?!? The only option i see is that i create the products in a pricebook and leave the amounts at $0 or an estimated value. Then each month manually update the closed won opportunities with our Book of Business (excel file). If anyone has ever seen this type of buying process PLEASE let me know how you dealt with this.
THANK YOU!!!!
5 answers
Hi Brittany,
It's important to understand the end-to-end business process first, so is the Book of Business spreadsheet currently the system of record for the post-sales process? What are the the use cases for this data?
A bit pre-mature, but you might consider using the Orders object in Saleforce, below are two links with more info.
Good luck!
https://help.salesforce.com/help/pdfs/en/salesforce_orders_cheatsheet.pdf
http://panaya.com/blog/salesforce/spring-14-deep-dive-orders-object/
