Enhancing Operational Efficiency and Collaboration in Project Management
This content provides insights into the changes happening in the online quotes release webinar organized by Brian Donlon and Olivier Perrigueur. It discusses aligning CRM and quoting tools, standardizing project naming conventions, and identifying primary influencers. Additionally, it explores the benefits of building business development reports and emphasizes the importance of naming conventions for entities and spaces. The role of the primary Lutron influencer and linking to existing opportunities in SFDC are also explained.
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Presentation Transcript
Online Quotes Release Webinar Brian Donlon, Olivier Perrigueur
What is Changing Aligning our CRM tool to our Quoting tools July 17 1. Standardizing project naming convention to eliminate duplication between CRM tool and Quote tools 2. Requiring a Primary Influencer to be identified on every new project with added visibility to entire Lutron specifier database
Benefits Building business development reports for our reps 1. Who is spec ing Lutron solutions 2. What they specify 3. Is the spec being held 4. From which accounts you get the best return on time invested
Name of Entity/Name of Space Project/Name of Entity Could be the entire building name, the brand name, the Campus name, the company name, etc. Quote/Name of Space Should include the specific name of the space within the entity that you re working on, such as the floor, a building on campus, a specific space within a building, a portion of a hotel, or building name if the opportunity is the entire building. Field Office Example Campus Example Hospitality Example Name of Entity New York Times Building Princeton University Marriott Downtown Name of Space 45th Floor Moyer Hall Public Area
Primary Lutron Influencer The Primary Lutron Influencer is the account responsible for specifying Lutron on the job. Who initiated the Lutron opportunity? 1. Electrical Engineer 2. Architect 3. Lighting Designer 4. Interior Designer 5. Design-Build Contractor 6. Developer 7. Property Manager 8. End User
Online Quotes Travis Spahr
Link to Existing Opportunity How to link to an existing opportunity in SFDC when starting a new project in OQT: 1. Navigate to the new project tab 2. Select link to an existing opportunity 3. Click the magnifying glass icon
Link to Existing Opportunity Search for the opportunity starting with the job name. Search results will post in the field below the search window. Select the correct opportunity and the RID will post into the search field on the previous page. Then click continue. Selecting the SFDC opportunity will populate project and quote headers/locations as well as the vertical market.
Naming Convention Structure In an effort to align projects in SFDC with jobs at the quote stage, the naming structure in OQT will be modified. Name of Entity will show at the Project level and Name of Space will show at the Quote level. Naming convention changes are also visible on the search page.
Primary Influencers OQT will now require users to input the primary Lutron Influencer Selecting the Primary Lutron Influencer field will bring up a text box pre-loaded with the specifiers currently in our address book. The secondary specifier field allows users to enter additional influencers and identify their role in the project.
Archived Projects We are archiving old open projects in the quote database. They will be searchable by putting OQT into archive mode. Select the Search Archive Projects button to switch into archive mode. Any Project archived will be read- only and cannot be unarchived Criteria for archiving projects: -No Ordered Quotes under the project ID -Nothing created or revised since Jan 1, 2015 If an archived project needs to be re- engaged it will need to be re-quoted under a different project ID. OQT users will be able to export the BOM if necessary.
Thank you Questions? OnlineQuotes@lutron.com
