The capture of competitive intel is critical to the dealer during the quoting process, as well as to Caterpillar for the establishment of pricing and support. Currently I only know of reporting competitive intel after we won or lost the quote. It would be helpful to be able to input and track the competitive into along the way, so we can a) keep competitive and b) have it captured to report back to caterpillar. It would be helpful to be able to include quote documents along with the info. At the point of won/lost we can finalize the competitive info and submit for tracking in sales link as well as have compiled to report to cat.
These ultimately need to be able to be tied to UCC reporting, so it isn't double counted, as identified in
SLSLNK-I-663
Jordan Monroe
| How often would this idea be used? | Daily |
| How much time would you save when the idea is implemented? | It would save hours of work |
| How many people at your company would benefit from this idea? | A Team or Group of People(5-25) |
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What problem is your idea trying to solve?
Make sure we get the intel, and have it in a reviewable space. |
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Clarification.
Competitive info can be entered in the SalesLink opportunity, however it doesn't seem to connect to the quote; it pulls in the price, but not the model of the quoted machine.
If the quote goes to lost or won, the competitive doesn't seem to pull through into the iQuote reporting, so we'd have to enter it again.
It seems handy if that was pulled into iQuote while quoting, and definitely after the quote was won or lost, and then into the Competitive Info By Region and Lost Sales by Region/Model reports.