Step By Step
Process for a New End Use Request | |
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•Each End Use is related to an Application which is related to a Segment which is related to a Market. Each GBU has defined a set of End Uses that are GBU specific. •As there can be new Products, or a new End Use for an existing one, there may not be an appropriate End Use in the existing End Use list. That is why, there is a process for requesting a New End Use to be added in the system. |  |
Guidelines for the Creation of a new end use | |
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In order to create a new end use, please take into consideration that it should be:
•Univocal: do not regroup different end uses under the same box. E.g. do not have an end use as follows "Shampoos (Anti-dandruff, repair, shine, baby, volumizing, moisturizing, light-feel, every-day use), rinse-off and leave-on conditioners, oil treatments, hair coloring" but split it in different end uses: "Shampoos - Anti-dandruff", "Shampoos - Repair", "Hair coloring", etc. •Descriptive enough: the end use should describe clearly - even if in a concise manner - the use our customers make with our products. E.g. do not have an end use as follows "air sealant" but try to be more specific typing "rheology modifier for air sealants". Moreover, please consider that an end use can indicate one of the following aspects:
•What the customer is producing with our product. E.g. Rear mirror for cars •The main functionality of the product. E.g. “moisturizing agent for shampoo” or "flat glass for window glazing". |
New End Use Request | |
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•David is adding a Product to his Opportunity and needs to capture the Market Segmentation. Unfortunately, he does not find an appropriate End Use in the list. •In order to request a new End Use, he needs to check the New End Use Needed checkbox without having to fill the End Use field for now. He then proceeds to fill in the other fields of the Opportunity Product.
He will still need to capture the Market Segmentation once his request is approved to close his Opportunity.
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| •Once the Opportunity Product fields are populated, David clicks on Save and he is redirected to the page that allows him to request a New End Use. |  |
•After clicking on the Application lookup field, David can search on the Applications or on the other columns as well by selecting “All Fields” before searching. |  |
•Once saved, a new “Request” is opened and an email is sent to the Marketing Representative of the concerned GBU to notify him to Approve or Reject David’s request. •The Request is opened and locked with an Approval Pending status that will not change until a decision is made. |  |
•The Marketing Representative Approves or Rejects the request, preferably within one week  •If rejected, an email is sent to David to notify him that his request has been rejected. In this case, David needs either to fulfill a new Request or select an existing End Use in order to be able to close the Opportunity.  •If approved, an email is sent to David to notify him that his request has been approved and that the Administrator needs to implement the new End Use in the system. -Another email is sent to the Administrator requesting him to implement the change in the system.
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•Now that the request is approved, the Administrator implements the new End Use in the system and ticks the Request Created checkbox. The Status is updated to Closed. •From now on, the End Use requested by David will be in the list of the End Uses of the GBU in SFDC and can be chosen by all Sales People for any Opportunity.  •An email is sent to David notifying him that the new End Use is available in the system. •Before closing the Opportunity, David goes to his Opportunity, selects his Opportunity Product and captures the Market Segmentation with the new End Use. | |
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