I have 4 different partner companies who are selling our products. Our business rules says that a partner company is not allowed to sell to another partner company customer within 13 months from the last opportunity was closed.
Is there a way to "lock" a company in SF so a partner company are not able to register a deal if another company has sold to the customer within the 13 month period?
This would help us a lot since our partners not always are following our business rules.
I need to integrate Gotomeeting with Salesforce. There isn't anything on the AppExchange for Gotomeeting. Is there a good way to this? Has anyone else successfully integrated Gotomeeting into Salesforce?
Specifically, I need to be able to create an event in Salesforce (populating the SF calendar), invite people to that event (populating the invitees' calendars), and then create a Gotomeeting event, inviting all of those people to that Gotomeeting event.
Our organization recently launched Salesforce and I have created a company dashboard with a dial that shows the total amount won YTD. This represents the total value of the contracts won.
The C-level execs like that we can see the data now but their question to me is: have we won enough work to meet our revenue budget this year? And: how does this compare to a previous period?
My question to the community is how are your organizations measuring whether you have won enough deals in a given period? Our contracts span more than a calendar year so at the beginning of each year we enter it with a baseline of revenue.
I need some help and ideas on how to handle this. I looked at customizable forecasting, but I don't think that will work for me.