Does SalesLogix offer the ability to create opportunities for a single dollar amount (which I *could* import or load from my estimating system) rather than a SKU-by-SKU built-up amount?

Question:

Does SalesLogix offer the ability to create opportunities for a single dollar amount (which I *could* import or load from my estimating system) rather than a SKU-by-SKU built-up amount?

 

Answer:

How we handled the SKU issue is we created generic ‘catch-all’ line items. These catch-all items had dollar amounts summarized into them. So we might have a SKU for each line of business and other SKUs for manufacturers (like Microsoft, IBM, HP, etc). Anything you wanted to track independently needed it’s own SKU.

As for creating a single dollar amount opportunity. This is possible and all you’d really need to do is create one SKU that would be used in each and every opportunity. When someone adds that SKU to the opportunity they’ll be able to enter the amount. This works but lacks any kind of detail that would be useful. For example, if you had separate SKUs you could see what’s in the pipeline in the next few months for any aspect of your business. You can also look in the past at what’s closed. Another example, if you work with vendors, is you can very easily produce reports for you vendors to show them what your business has in the pipeline for them. This helps greatly in getting vendors to provide additional support in closing deals or providing additional funds for events, etc.

 

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