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.

 

A cross BU lead is an opportunity to share with another GBU/BU a business lead learned during an interaction with the market and that can potentially generate additional revenue for the Group.

 

 


Table of content

Cross-BU Lead Rules

Who can create?

Any sales can create a Cross BU Lead

Who can see?

Any sales can create a Cross BU Lead

Who can update?

Only the Cross BU Lead Owner can update a Cross BU Lead 

Who can delete?

Only the System Administrator can delete a Cross BU Lead

 

 

Step By Step

Cross-BU Lead Process Flow

 

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

David opens the account for which he wants to create a Cross BU Lead.

In the first section Information, David enters a Lead Name

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.

On the left side of the section, David links the Cross BU Lead to the opportunity and to the visit report he previously created. 

 

 

These links are not mandatory, but it’s really helpful when consulting the visit report or the opportunity!

Once David linked the Cross BU Lead to the 2 records, he can start fill in the details of the Cross BU Lead

David defines to which GBU this lead must be addressed and details the context. He then clicks on Save

 

 

In this big empty field, David can use rich text like bold, underlined, bullets, etc. to elaborate the description. Useful!

David has now finished.
Thanks for sharing this lead David!

 

 

 

Please take note of the new fields & Related list added in Release 6.

The sender can add more "People to be alerted" and the receiver has to complete the field "Lead Rating".

In the mean time, Novecare has received an alert with the lead details. 

 

 

 

 

Novecare will take care of assigning the lead. So easy to share good tips!

 

 

 

Modify a Cross BU Lead

David received more information and would like to update his lead. He clicks on Edit

He updates the description and click on Save

 

 

Attention! Only David (creator) and the user from the GBU receiving the lead can update it

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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