Opportunity sync

Hi,

I do not find the answer in the FAQ so I post it here.

I am seeking information about how Sugar Market manages the use case where more than one contact is linked to an opportunity in Sugar. If I am correct, there is only one contact which is synced from Sugar to Market so which one if I have two or three related to the opp? What is the technical rule?

On a different aspect, am I correct if I say that the synced contact is the one which is involved by the listener involving the opportunities? By example, if I create a listener triggered by a change on an opportunity and if I select the "add to nurture" option, am I correct if I say that the contact related to each opportunity is the one which is added to the nurture?

Thanks

Jean-Philippe 

Parents
  • Hi Jean-Philippe,

    What is the reason for employing Opps in the Market while having Sugar Sell in place?

    Opps are the objects for Sales team efforts, while the Lead is the outcome of marketing efforts and inbound entity for Sales, so that sales could qualify them and convert into Opps according to b2b methodology.

    To keep nurture the  Contacts of the Opps with Marketing, those Contacts should belong to some Target list.

    The Target list could be actualized automatically with e.g. SugarBPM /report/ logic hook (developed or configured with Logic Builder) - but anyway it is done on the basis of some criteria that maintained in the sales tool - SugarSell.

    For example you may use a logichook to add Contact to the Target list as soon as it linked to Open Opp, and remove it once the Opp is closed or Contact is unlinked from the Opp - I can configure an example with Logic Builder if you like, or you can make it

    I may presuppose, Opps in the Market are for non-Sugar subscribers of ex-SalesFusion

     

    Best,

    Dmytro

  • I would like to slightly disagree on that one Slight smile

    Yes you can use target lists (although in Sugar you have to code to make them dynamic, or to build BPMs). But TLs will get cumbersome if you want to have a high level of personalisation: date of purchase, amount, products, type (renewal/first time) etc. Actually the same goes for other business objects: contracts, cases, etc. 

    I've spoken to the Market team and they are working on that. Let's hope we'll have more data to play with in the future. 

    Damien Pochon

    CRM & Digital consultant @ ITS4U Group

Reply
  • I would like to slightly disagree on that one Slight smile

    Yes you can use target lists (although in Sugar you have to code to make them dynamic, or to build BPMs). But TLs will get cumbersome if you want to have a high level of personalisation: date of purchase, amount, products, type (renewal/first time) etc. Actually the same goes for other business objects: contracts, cases, etc. 

    I've spoken to the Market team and they are working on that. Let's hope we'll have more data to play with in the future. 

    Damien Pochon

    CRM & Digital consultant @ ITS4U Group

Children
  • Hi Damien,

    Oh, we can ask to enable all the Sales Domain data in the the Marketing tool, but that process will never end :)))

    CRM may contain not only sociographic but behavioral info, that comes from other sources (purchase date comes from e-Commerce or ERP), and could be of use for marketing

    I vote for using tools specific to domains providing right attributes to the object that belongs to the domain
    I suppose there is no Opportunity entity in general meaningg for the Marketing Domain - in general, the domain includes just Targets, Groups of Targets (based on dynamic criteria or ad hoc) and Messages.

    Also the Opps in the Market seems not equal to Opps in Sugar Sell - the same name but different content, and that may confuse sometimes.

    Let me explain my understanding.

    James said Opp is assigned to one Contact.
    That is because Opp in the Market is the last stage of nurturing of the persona in the target list 
    In other terminology that is called "Lead management", because the Lead, as we know from one of its definitions, is "the interest in the product expressed by persona in the particular channel"...

    Probably, there were no Leads in SalesFusion before Sugar, because it looks like Opp had played that role

    Now, when Leads are represented along with  Contacts in the Market, the place for "the interest to the product expressed by persona in the particular channel" is fulfilled; logically there is no place for Opp in Marketing.

    That is why I suggest Target Lists that belongs to Marketing Domain

    Best,
    Dmytro