Competitors
Managing your competitors is just as important as managing your customers. The more you know about your competition, the better you’ll be able to compete.
Microsoft Dynamics CRM can track competitors associated with your Opportunities and Sales Literature, which provides rich information to your sales force when working with either of these records. In addition, as previously explained in the “Opportunities” section in this chapter, closed Opportunities that are lost can be associated with competitors. Doing so provides the underlying data for the default Competitor Win Loss report.
The Competitor record is considered a high-level overview of the Competitor’s company, related analysis, and associated products (see Figure 8.37).
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