Opportunities that come to us from Agents

Speck Hansen
Speck Hansen Posts: 2
edited May 31 in Sales CRM #1

Hello - our business (telecommunications) gets many of our opportunities (deals) from the agent channel. Many times all of the communication during the sales process is with the agent who brought the opportunity in, and not with an actual contact at the company (organization). And many times we don't get a contact with the company - just the company name, address and details of what needs proposed.

Any advice on the best way to handle that when it comes to the Person attached to the Organization? I'd like emails with the agent to be attached to the deal - however that would require making the agent the Person attached to the Organization we are proposing services --- and the same agent will bring multiple different Organization opportunities over time. I hope that makes sense - thank you for any advice anyone has.

Tagged:

Comments

  • Bernd Auer www.pd-experts.com
    Bernd Auer www.pd-experts.com Community Driver Posts: 369
    100 Comments 25 Up Votes Second Anniversary 5 Likes
    edited February 25 #2

    Hi @Speck Hansen  

    The person assigned to the deal doesn't have to be in the organisation assigned to the deal. You can have an agent assigned to several deals with different companies.

    image

    And the emails will all be attached to him (or in my case her). If there is only one open deal, this will happen automatically. If there are several open deals: If you start the conversation in Pipedrive from the deal it will be attached correctly. Incoming mails need to be assigned.

    Does this make sense to you?

     

  • Speck Hansen
    Speck Hansen Posts: 2
    edited January 2021 #3

    Hi @Speck Hansen  

    The person assigned to the deal doesn't have to be in the organisation assigned to the deal. You can have an agent assigned to several deals with different companies.

    image

    And the emails will all be attached to him (or in my case her). If there is only one open deal, this will happen automatically. If there are several open deals: If you start the conversation in Pipedrive from the deal it will be attached correctly. Incoming mails need to be assigned.

    Does this make sense to you?

     

    Super helpful thank you Bernd! 

    I think I follow and have messed with it in PD - the only fuzzy part for me is where / how to assign the Agent to a deal?

    In my case I unlinked the agent as the person in the organization - that was easy
    So now I have the agent in my contacts (Person) and the specific Organization has no Person attached to it

    Not sure how to attach the agent to the deal
    Possibly that is the "Participants" section inside the deal?

    Appreciate your help!

  • Bernd Auer www.pd-experts.com
    Bernd Auer www.pd-experts.com Community Driver Posts: 369
    100 Comments 25 Up Votes Second Anniversary 5 Likes
    edited January 2021 #4

    @Speck Hansen Happy to help!

    If nobody is assigned, it is easy, right?

    image

    If you want to switch an existing assignement you will find this 3 dots in the deal next to the contact:
     

    image

    Here you can switch the main contact person of a deal to another one. And the first one will be "only" participant. No need to remove the assignement from your agent to his company.

    Imagine persons, organisations and deals as 3 independend entities. You CAN connect them, but don't have to. In my trainings, I show always this slide:

    image

    What's missing there: Not only one company can have different deals but also the persons. 
     

    Does this work for you now? As soon as you see the idea behind, it will be easy :-)