Multiple accounts or players with one opportunity

Status
Not open for further replies.
B

BrunoT

Member
Outlook version
Outlook 2010 32 bit
Email Account
Exchange Server
First of all, thanks for this forum. It has been a great read so far and have found some great info.

So here is my first challenge:

I am in sales/account management in the commercial construction industry (primarily commercial real estate, school districts, universities etc..) Our market penetration is accomplished by the following three channels:

1. Owner influence (such as a new office building or a new dorm for university or new high school etc...) So we track owner's capital budgets to find out about upcoming opportunities, etc... Value propositions happen at this level.

2. Architect/Engineer influence. This is where the real 'selling' happens for our products/services. We try to get our products specified for the construction project at this point.

3. Contractor purchase. At this point of the process, the contractor will buy goods and services they need for the project. When specified by the arch/engineer, close rate is between 75-85%. This is where we get paid for our efforts. Most contractors will purchase the specified equipment due to liability etc...

So using BCM 2010 I would like to enter an opportunity and be able to link the owner, arch/eng, and contractor to the same opportunity. Is this possible? Currently I ahve my accounts set up as individual tabs under accounts, owner, engineer, contractor. I was thinking of modifying the opportunity form so that I could add each 'type' of account on the opportunity. Or should I just make a new project for each opportunity and then link them? But then I lose the ability to use the sales stages and dashboard.

And my second challenge:

Many of my sales calls are face to face in lieu of phone conversations. I would like to add a history item for these types of calls. Is there a way to add additional items to the history items list? If not, where would be a good place to keep track of these type of sales calls?

Thanks for your help in advance and I look forward to your suggestions and solutions.

Bruno
 
To your first challenge:

I think the best would be if you add a new field to your opportunities. Be sure to set the datatype to "relationships". You can then select the tab you want to select from.....for example arch/eng or contractor.

Of course there already is the possibility in the opportunities record to select the "assigned to" field and a "link to" field, but with these steps I specified you can add such a field.

To your second challenge:

I don't completely get it I think.....you can just add them as Phone logs, can't you?
 
Status
Not open for further replies.
< BCM Records | Show opportunity field in mail inbox >
Similar threads
Thread starter Title Forum Replies Date
D multiple email accounts - why do I have to choose the "from" account address?? Using Outlook 2
C How to search for items in Outbox with multiple accounts? Using Outlook 20
RBLampert Accessing Outlook accounts from multiple computers Using Outlook 8
Martull Forced signature when multiple accounts exist Outlook VBA and Custom Forms 4
O Multiple email accounts - hesitate to create a new profile Using Outlook 3
F Sharepoint tasks from multiple accounts in To-Do List Using Outlook 8
D Edit Subject (Multiple Accounts) Outlook VBA and Custom Forms 5
B Deleting multiple accounts Using Outlook 1
M Multiple workstations and multiple accounts - keep in sync? Using Outlook.com accounts in Outlook 2
R Using Multiple Accounts in Outlook Using Outlook 3
D Multiple Accounts Issue Receiving Emails in 2016 Using Outlook 0
D Multiple Exchange Accounts in 2007 Using Outlook.com accounts in Outlook 1
Diane Poremsky Outlook, Multiple Accounts and the Default Account Using Outlook 4
B Multiple email accounts in outlook and multiple iphones Using Outlook.com accounts in Outlook 4
N Using Categories & Search Folders with multiple accounts Using Outlook 4
H Syncing multiple types of Outlook accounts across various devices/systems. Using Outlook 3
H Multiple Exchange Accounts: How to Configure Default Contacts, Notes, Tasks? Using Outlook 4
M Multiple Exchange accounts Using Outlook 4
O Multiple simulteniously opened OWA 2010 accounts in one browser work fine ! Using Outlook 3
D Multiple EAS Accounts - One Unified Inbox? Using Outlook 4
S Sync Multiple Accounts in Outlook on Single System Using Outlook 5
L Download/export multiple POP accounts Using Outlook 1
P Multiple accounts and single Calendar file (Outlook 2010, using Connector) Using Outlook 1
E Conversation Folder in multiple accounts Using Outlook 3
R Display multiple accounts as drop down in the from field in New Mail Using Outlook 1
A Multiple accounts in outlook 2010 Using Outlook 3
P Handling Multiple eMail Accounts Using Outlook 2
J multiple email accounts, but only want to pull from two Using Outlook 1
P Multiple Mail Accounts Using Outlook 1
T Change order in which multiple exchange accounts are displayed in outlook tree Using Outlook 6
S Help with multiple email accounts Using Outlook 5
J Multiple Accounts - One Inbox Outlook 2010 Using Outlook 2
J Multiple Accounts and Multiple Contact interelation BCM (Business Contact Manager) 1
A Notification for Multiple Email Accounts Outlook VBA and Custom Forms 3
L Linking a Business Contact to multiple Accounts? BCM (Business Contact Manager) 2
J Can I link a single project to multiple accounts / business contac BCM (Business Contact Manager) 1
chummy Open multiple Hyperlinks to download files Outlook VBA and Custom Forms 3
R Select Multiple Graphic Objects Using Outlook 0
Hornblower409 Automatically or Manually Backup Multiple Versions of VbaProject.OTM Outlook VBA and Custom Forms 1
B Modify VBA to create a RULE to block multiple messages Outlook VBA and Custom Forms 0
C Outlook 365 Multiple different Signatures on Shared Mailbox Using Outlook 0
R Advise on using multiple instances of network files based on customers Outlook VBA and Custom Forms 8
J Outlook Rules VBA Run a Script - Multiple Rules Outlook VBA and Custom Forms 0
K How to share multiple calendar items Using Outlook 1
K Multiple copies of task being created Using Outlook 2
S Auto forward for multiple emails Outlook VBA and Custom Forms 0
K Multiple Rules on Single Email Using Outlook 2
Cathy Rhone gmail listed multiple times Using Outlook 3
H Synchronize contacts and calendars across multiple devices Using Outlook 0
V Outlook 2016 Multiple recurring tasks getting created Using Outlook 0

Similar threads

Back
Top