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cknight Territories & Role Hierarchy's
Several questions mostly about best practices but someone has to have run into this situation before.
1. If i set up my territories (global, Asia, Central Asia, China etc..) Can I set everything to private and then create Roles Like "Central Asian Sales Manager" and a child "China sales Rep" and then assign rules based off their roles rather then territories?
2. Products I understand will allow me to compartmentalize the price books my rep lets say in china sees ( he would use the Chinese price book in ¥ if thats his user currency?)and would he see the standard pricing? Could i use the standard price as the Suggested Retail price since he would be working as a distributor and be able to change his retail price of the price book i assign him
The last part i wanted to know is...can anyone tell me how they set up their hierarchy if they had seperate corporate entities in foreign nations (subsidaries)I am using territories so the CEO can track all of them and run territory based reports (thats what he wants)and see their opportunities etc...
Anyone have a similar set up or suggestion
1. If i set up my territories (global, Asia, Central Asia, China etc..) Can I set everything to private and then create Roles Like "Central Asian Sales Manager" and a child "China sales Rep" and then assign rules based off their roles rather then territories?
2. Products I understand will allow me to compartmentalize the price books my rep lets say in china sees ( he would use the Chinese price book in ¥ if thats his user currency?)and would he see the standard pricing? Could i use the standard price as the Suggested Retail price since he would be working as a distributor and be able to change his retail price of the price book i assign him
The last part i wanted to know is...can anyone tell me how they set up their hierarchy if they had seperate corporate entities in foreign nations (subsidaries)I am using territories so the CEO can track all of them and run territory based reports (thats what he wants)and see their opportunities etc...
Anyone have a similar set up or suggestion
Unfortunattely can't help you....
But I have a similar "problem" to solve.
We are in a M&Aquisition process.
Both companies will start using SF.com (only one company used)
My problem his:
Ok, my Sales Force is organized by territories, with a VP of Sales and with the sales guys selling products for both companies.. So , this is easy..
The challeng comes to...
I want to give visibility to the Business Lines of what is happening with their products.. So basically they can only see data related to their company...
Any sugestion regarding how to tackle this?
Regards