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.
Managing Customer Needs
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 |
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Cross BU Lead Objectives • When visiting 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 can 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 to set it as GBU Initiating the lead. Once he finds 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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These links are not mandatory, but it’s really helpful when consulting the visit report or the opportunity! |
 Once David links the Cross BU Lead to the 2 records, he can start filling 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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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!
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NEW 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". |
| When a cross BU lead is created, my team receive an automatic email. |  |
 In the mean time, the GBU has received an alert with the lead details.
The GBU will take care of assigning the lead. It's so easy to share good tips! | |
Modify a Cross BU Lead | |
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| Then he updates the description and clicks on Save.
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Attention! Only David (creator) and the users from the GBU receiving the lead can update it. |
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Need help?
you can copy users with email address , default priority is Low , then Submit . We advise you to put keywords in subject to ease dispatching to correct Agent : CRM - Complaint for example
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