Managing the product pipeline
Assessing the commercial viability of a new lead
A Specification document can be created for a customer within CRM (Hempel use Dynamics 365) Specification document contains the followings key areas – Areas to be painted, specified products, application techniques, expected performance.
The specification is logged in the system as a opportunity and has a value attributed to the project. This project value is captured with the pipeline and the pipeline value is tracked through the CRM Dashboard. There are five stages when tracking an opportunity – Awareness, Qualification, proposal, secured & Finish. Speak to your line manager to gain more understanding of how to use Dynamics 365 & how this process works in your local area.
The sustainability credentials are set out.
After the specification is created it is to be captured in CRM to allow tracking and reminders to be created
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