My team has a list of A accounts I would love to put into a deal board to track progress and attempts to crack into to these acccounts but they do not have active opportunities.
Is there a work around I could use here?
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using the deal board for account management
Best answer by Andrew O'Driscoll
Michael
This question comes up a lot, and there are 2 options I've seen.
1) Create Zero Sum Opportunities
This is a pretty popular option.
Create an opportunity for each "A" account, amount = $0, and some way to distinguish these opportunities from the regular opportunities. (E.g. A record type, or some picklist value, etc.)
This would be easy to do using either a data loader or manually in the UI.
Why do this?
It causes Gong to associate activity against the account/ opportunity and it now shows up in your deal board.
Caveats:
- The zero sum opportunities may throw off some CRM reporting, and you may need to change some existing reports / dashboards to exclude them
- Likewise you may need to a Deal board filter to existing boards to exclude these new zero sum deals
2) Ask your CSM about Account Based Boards
Given how much your question comes up, I encourage you to ask your CSM if there are any future product enhancements that may address this.
Feel feel to leave feedback on #1 as I’m curious on your thoughts and how practical this approach is.
+4Michael
This question comes up a lot, and there are 2 options I've seen.
1) Create Zero Sum Opportunities
This is a pretty popular option.
Create an opportunity for each "A" account, amount = $0, and some way to distinguish these opportunities from the regular opportunities. (E.g. A record type, or some picklist value, etc.)
This would be easy to do using either a data loader or manually in the UI.
Why do this?
It causes Gong to associate activity against the account/ opportunity and it now shows up in your deal board.
Caveats:
- The zero sum opportunities may throw off some CRM reporting, and you may need to change some existing reports / dashboards to exclude them
- Likewise you may need to a Deal board filter to existing boards to exclude these new zero sum deals
2) Ask your CSM about Account Based Boards
Given how much your question comes up, I encourage you to ask your CSM if there are any future product enhancements that may address this.
Feel feel to leave feedback on #1 as I’m curious on your thoughts and how practical this approach is.
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