The objective of this project is to ensure Sales Programs and Deal Structures are recorded separately and accurately to enable precise reporting on the effectiveness of our promotions and deal strategies.
Key Features:
- Currently, the “Sales Program” field was used to capture both sales programs and deal structures within an opportunity, leading to inaccurate deal reporting.
- A Sales Program is a structured program or limited promotion that the business implements to promote and sell our products to customers.
- Deal Structure refers to the specific nonstandard terms and conditions of the deal. It outlines how the deal will be executed, how the parties will interact, and any dependencies.
- As part of this project, “Deal Structure” is Introduced and all the existing guardrails & processes those were used for the deal structure values under “sales program”, analyzed from each business functions (SFDC, FL, RE, Licensing) to ensure alignment with business expectations and continued functionality.