Overview The IBO (Identified Business Opportunity) is your sales opportunity, your chance to sell your product or service to a customer who has a need to have it, and the ability to buy it. Every opportunity is unique; no two Opportunities involve the same combination of products, customers or time constraints. After careful consideration, it […]
Probability and Risk Assessment The answers to “Will it happen?” can be Low, Medium or High. The answer to “Will we get it?” can also be Low, Medium or High. We can plot the answers to these two questions on a three by three grid called the Probability Matrix. Each square on the Probability Matrix […]
For each IBO (once saved) you can add records of any critical interactions that have taken place with your customer. Click the Add Interaction button at the top left of any IBO form. The Type of interactions that are available can be configured by your organization’s administrator in Setup – Lookup Options. This is a […]