Lead
Opportunity
Case
Solution
Opportunity
Case
Solution
–You must create the business process before creating record types for each of above objects.
– You can then associate each business process with one or more record types and make it available to users based on their profile.
– In order to implement more than one business process, multiple record types must also be implemented.
– In order to implement more than one business process, multiple record types must also be implemented.
Business Process Examples
Lead Processes:
– Cold Call
– 3rd Party telesales companies
– Leads generated via campaigns
– Leads generated via a registration form
Lead Processes:
– Cold Call
– 3rd Party telesales companies
– Leads generated via campaigns
– Leads generated via a registration form
Opportunities Sales Processes:
– Miller Heiman/ Solution Selling Methodology
– Inside Sales vs. Outside Sales
– New business vs. Existing Business (Up selling)
– Miller Heiman/ Solution Selling Methodology
– Inside Sales vs. Outside Sales
– New business vs. Existing Business (Up selling)
Case Processes:
– Customer Inquiries
– Internal Requests
– Billing inquiries
– Customer Inquiries
– Internal Requests
– Billing inquiries
Solutions Processes:
– Internal vs. Public Knowledge Base
– Internal vs. Public Knowledge Base
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