Competitors

Microsoft has done a good job of integrating the need to track data about competitors with the need to track where you are seeing your competitors and how successful you are as you confront them.

Competitor records, pictured in Figure 7.15, can be set up under the Sales area of Microsoft CRM. With respect to Competitors, Microsoft CRM enables you to track

  • Key high-level data points

  • SWOT Analysis (Strengths, Weaknesses, Opportunities, and Threats)

  • Opportunities where you are competing against the Competitor

  • Your Products that compete with those of your Competitor

  • Your Sales Literature that can be used to compete against your Competitors

  • Notes and Attached documents providing further information on your Competitors

  • Additional, custom fields ...

Get Special Edition Using® Microsoft® CRM now with the O’Reilly learning platform.

O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.