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Competitor contracts (with or without the offered products and services)

RuOpka
2014-03-06
2014-03-10
  • RuOpka

    RuOpka - 2014-03-06

    Hi All,

    Is there a way to create/represent competitor contracts (products and/or contract value is known or estimated)? It would be good to know to the sales if an account had contract with the competitors in the past. If it's available to us, it would be also good to know what product/service offered by the competitor in that contract. Is there a way to represent this kind of competitor information?

    Best Regards,
    R

     
  • Werner Froidevaux

    Probably the easiest way is to create a standard quote and set the field 'Supplier' to the competitor. For standard quotes set it to 'My Company'. This allows you to track any number of competitor quotes and even compare them position-by-position.

     

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