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We’re looking to upgrade from IFS Applications 9 to IFS Cloud. We’re currently using IFS Sales and Marketing, but with this upgrade, we’ll move to Embedded CRM.

Our products are carefully selected for each customer and are often highly engineered. We’re a global company offering different product lines manufactured in each facility, but our product lines are similar enough for an untrained person to potentially select the wrong one. When a business opportunity comes in, some engineering work is necessary before we know which site’s products would best suit the customer’s needs. We don’t want to do this engineering work until we have some reasonable justification for the cost of this work, but we do want to enter each business opportunity into IFS as soon as we can.

 

Our best work-around on the table so far is to create a company called “CRM” with a single site called “CRM” where we can dump all our opportunities. This ensures the Business Opportunity doesn’t convey any more information than we actually know at that point in time. (An incorrect site or company would be worse than none at all.)

Is there a better way to capture Opportunities when the site or company isn’t yet known?

@durette I think you can use the Business Opportunity Pipeline chart window.

 

 

@durette, the sales parts always belong to a site but maybe it is an option for you to add opportunity lines with non-existing parts. Even for these lines you need to give a site but you can change it when you register the non-existing part as a real sales part. Maybe you can use a “dummy” site for the non-existing part line and when engineering work is done and you know in which site the part will be produced you register it as a sales part for that site.

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