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Background
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Sales Lead Management is also referred as Lead
Management and Opportunity Management.
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Several CRM and ERP systems exist that manage
sales leads within large and small companies, causing disparate and proprietary ways to support
this process.
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Lack of global standard to transmit this
information creates system infrastructure issues.
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This will enable automation of the entire
business cycle from opportunity to cash – including ordering, invoicing, sales reporting and
disbursement.
Currently the opportunity stage is missing from this
and therefore we cannot automate the entire business process.
This is the missing link.
Proposal
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Define commonalities between how large and
small solution companies (e.g. Siebel and Sales Voodoo) support sales lead management.
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Understand the requirements and issues
exchanging sales lead information in a common format.
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Determine if the current placeholders for 5A1,
5A2 and 5A3 are useful and sufficient to support the lead management process.
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Define the use cases and business scenarios
for exchanging sales lead information via B2B and the processes to fulfill them.
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Define the business requirements to support
the business message(s).
For more information about the Sales Lead
Management Milestone Program Proposal please contact: Bill Wise at
bwise@us.ibm.com .
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