Managing Customer Needs
Overview
In this section, you will find information about cross BU leads and how to create and update one in Salesforce.com.
Key added value of using Cross BU Lead => Share business leads with colleagues from other GBU (X-GBU opportunities). As a result, capitalize on cross-GBU collaboration to indentify new business opportunities for Solvay |
Concerned profiles:
ALL
Table of content
Step By Step
Cross-BU Lead Process Flow |
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Cross BU Lead Objectives • When visit a customer, a Sales Rep is notified that this customer may have some business needs that could interest another BU from his GBU or even an other BU in another GBU • Corporate Marketing & Sales receives some insights on a potential business opportunity and want to notify the right GBU / BU |
Create a Cross BU Lead | ||
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 David opens the account for which he wants to create a Cross BU Lead. |
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 In the first section Information, David enters a Lead Name |
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 David clicks on the lookup icon and searches for his GBU as GBU Initiating the lead. Once he found it, he clicks on the GBU name. |
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 On the left side of the section, David links the Cross BU Lead to the opportunity and to the visit report he previously created.
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 Once David linked the Cross BU Lead to the 2 records, he can start fill in the details of the Cross BU Lead |
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 David defines to which GBU this lead must be addressed and details the context. He then clicks on Save
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 David has now finished. Thanks for sharing this lead David! |
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 In the mean time, Novecare has received an alert with the lead details.
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Modify a Cross BU Lead | ||
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| David received more information and would like to update his lead. He clicks on Edit |
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He updates the description and click on Save
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| Once the modification is done, a notification email is sent to the GBU receiving the lead to alert them about the change. |
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