Table of content
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Step By Step
What’s in it for YOU | |
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| Commercial Roadmap consists in translating Strategic aspirations at granular level to make them actionable for the Sales teams | |
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The Commercial Roadmap exercise aims at providing concrete benefits to improve the way you work
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Some concrete examples for which a Commercial Roadmap could help
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Conclusion on Commercial Roadmap
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| As a Sales Rep, at the end of this module, you will be able to: | As a Manager, at the end of this module, you will be able to: |
•Understand Commercial Roadmap Process as it is designed in Salesforce.com •Update pre-filled lines or complete empty lines •Adjust lines if your manager asks you an adjustment •Synchronize opportunities in the Commercial Roadmap •Launch useful reports to follow your progress and achievements | •Understand Commercial Roadmap Process as it is designed in Salesforce.com •Update pre-filled lines or complete empty lines •Adjust lines •Synchronize opportunities in the Commercial Roadmap •Launch useful reports to follow your progress and achievements •Generate the Health Matrix to compare the bottom-up results with strategic roadmap targets (gap analysis) |
| The Commercial Roadmap process will have 5 main steps in the new SFDC tool: | Commercial Roadmap security settings |
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The permissions here are technical permissions and are not related to functional roles. For example, the GBU data steward, will not create Commercial Roadmap even if in the system it is technically possible. |
| Commercial roadmap timeline | |
All GBUs define their own timeline for the global process: -Sales rep updates: start and end date (“CR Updated”) -Manager adjustments: start and end date (“CR Adjusted”) -Health matrix generation: start and end date (“Report Health Matrix”) -Opportunity synchronization: start and end date |  |
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