Sales Planning
Created Nov 5, 2018 (18:31)
by Unknown User (ext-sinequaservice)
Definition
This is the process in Salesforce.com supporting the planning, preparation, execution, and restitution of a Customer Visit. It supports the development of an Opportunity, the execution of a defined Account Plan, the collection of Leads of interest for other BU, or even the continuous management of Competitive insights.
Solvay contacts restricted
Created Nov 5, 2018 (18:31)
by Unknown User (ext-sinequaservice)
Definition
Type of visibility in Salesforce.com: Your record (visit report, account plan,...) is limited to the identified Solvay contacts (e.g. opportunity team, etc.)