A Sales Process Integrated CRM designs the opportunity around the sales process. And the Opportunity Design can only be optimized if you have a full understanding of your Sales Processes. In Opportunity Design we want to capture the required information to provide collaboration, process, insight, and reporting information.

First a simple example, where do your salespeople enter notes? On the Account Form, Contact Form, or Opportunity Form? Do all your salespeople put the notes in the same place? How can salespeople collaborate on an opportunity if they don’t know where the standard place is to find information?

Opportunity Design is more than just where to put notes and Implementing a Sales Process Integrated CRM is a process in itself.