R-2314 / Change about massa risus, vestibulum in nunc vitae, sagittis dignissim est. |
The workstream Competitive Insight is part of ‘Sales Strategy’. A Competitive Insight summarizes the market intelligence gathered from business interactions with the accounts. It helps building the business context in order to better define value propositions to the market.
The purpose of the workstream Competitive Insight inside the CRM is to improve the process by allowing all stakeholders to enter and review data inside a single tool. This avoids multiple Excel files shared across teams.
Sub processes
All objects are custom objects:
This object is dedicated to build a competitors hierarchy as we have for accounts. The hierarchy has two levels: parent competitor/competitor site (as we have corporate group/account). Each type has its own record type. The competitors are shared among GBUs, as we do for accounts.
This object is dedicated to build a competitor product hierarchy as we have for Solvay product. The hierarchy will have 4 levels:
Competitor Products levels 1 to 3 are not linked to competitors. Competitor Products level 4 are linked to a parent competitor.
This object makes the link between a competitor site and a competitor product to store competitive information on Marketable capacity, capacity variation, etc.
Who can create? | All the users |
Who can see? | All the users can see all the competitors |
Who can update? | Only the GBU Data Steward and the System Administrator |
Who can delete? | Only the System Administrator can delete |
Who can create? | All the users |
Who can see? | All the users can see all the competitor products |
Who can update? | Only the GBU Data Steward and the System Administrator |
Who can delete? | Only the System Administrator can delete |
Who can create? | All the users |
Who can see? | Users can only see the capacity they created |
Who can update? | Users can only edit the capacity they created |
Who can delete? | Only the System Administrator can delete a Competitor |
Competitor and competitor product creation can be done by any user. De-duplication rules are set on the name and on the city, and will notify the users in case of any duplicates found but do not block the competitor creation.
Once the competitor/competitor product is created, it is sent for approval to the Data Steward of the GBU:
A picklist “Status” is available on the Competitor page in order to define the status of the Competitor. Following values are available:
Once validated, the record is locked, and only GBU data steward or system admin can update.
Saving a new Competitor record after creation triggers a validation workflow and a request email sent to the GBU Data Steward (Queue defined based on the field “GBU”). The email will contain the following text, and will be sent in the formal Solvay template:
Last modifications : |
|---|