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Multiple offers in sales lead

  • 1.  Multiple offers in sales lead

    TM Forum Member
    Posted Oct 27, 2021 03:09
    Does anyone manage to extend the Sale Management (TMF699) lead api to  support multiple offers or products selected by Consumer.
    POST /salesLead

    I am trying to implement usecase where customer can select some of Value added Services or Products along with primary offer. However, api seems to support single object of productOffering or product.

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    sourabh shrivastava
    Architect
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    All the opinion are my personal, not a reperesentation of my organization or TM Forum
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  • 2.  RE: Multiple offers in sales lead

    TM Forum Member
    Posted Oct 27, 2021 04:39
    Hi Sourabh
    This API is being enhanced by @Gregoire Laurent for a future version - he may be able to assist you in evaluating the enhancement you have suggested here.
    Hope it helps​

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    Jonathan Goldberg
    Amdocs Management Limited
    Any opinions and statements made by me on this forum are purely personal, and do not necessarily reflect the position of the TM Forum or my employer.
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  • 3.  RE: Multiple offers in sales lead

    TM Forum Member
    Posted Oct 28, 2021 04:26
    Edited by Steve Ranford-Bragg Oct 28, 2021 04:38
    Hi,

    We're looking at the same API at the moment and would support the idea of multiple offers per sales lead, would be happy to be involved in any discussions too. One other additional suggestion I was thinking was the ability to assign a place to a lead as a better way to give address details.

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    Steve Ranford-Bragg
    BT Group plc
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  • 4.  RE: Multiple offers in sales lead

    TM Forum Member
    Posted Oct 29, 2021 03:59
    Hello Sourabh and Steve,

    I understand the need of having more than one productOffering related to the same SalesLead. This can be used when a prospect shows interest in several different offers. However, due to backward compatibility issues, this request can only be taken into account in the V5 version of this API. Therefore, I will create a new JIRA to log this proposal.

    Moreover, as you are working on the TMF699 Sales Management API, I avail this thread to inform you that we're currently working on a new resource for this API : the salesOpportunity.  Definition from Open API Map : "Sales Opportunity is an 'opportunity' to generate revenue from a Sales Account or Sales Lead. Opportunities are the pending deals that need to be tracked and on which Sales Team plans and executes Sales Activities (Events and Tasks). Opportunities build the "pipeline" that will contribute to sales forecasts and planning."

    Hope it helps.


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    Gregoire Laurent
    Orange
    My answer are my own & don't represent necessarily my company or the TMF.
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  • 5.  RE: Multiple offers in sales lead

    TM Forum Member
    Posted Oct 29, 2021 04:07
    Hi Gregoire,

    Thanks, are the details of the new entity shared anywhere and when it might be live, it would be good to take a look to see and how if it's worth altering our approach to what we're planning to do?


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    Steve Ranford-Bragg
    BT Group plc
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  • 6.  RE: Multiple offers in sales lead

    TM Forum Member
    Posted Oct 29, 2021 04:32
    Hi,

    The carefull reader will note that the TMF699 intended to introduce two entities SalesLead and SalesOpportunity. The currently published version only managed to publish the SalesLead and not the SalesOpportunity.
    A SalesLead is in contact with the marketing or businessDevelopment department. Once they feel the SalesLead is ready to buy it is eventually handed over to the Sales department that will transform it in a SalesOpportunity.

    We developed a SalesOpportunity Data Model for internal use. This contains links to ShoppingCarts and Quotes. You can use this as a startingpoint until TM Forum publishes an official version of SalesOpportunity.

    This is not an TM Forum approved model


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    Koen Peeters
    Ciminko Luxembourg
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  • 7.  RE: Multiple offers in sales lead

    TM Forum Member
    Posted Oct 29, 2021 07:11
    Hi Koen,

    Thanks, that looks like it covers the couple of queries I had but is there any confirmation @Gregoire Laurent if that is the planned model for the next version of the API? If it is then I think we'd look to adopt this instead of the current version for our upcoming work.​

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    Steve Ranford-Bragg
    BT Group plc
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  • 8.  RE: Multiple offers in sales lead

    TM Forum Member
    Posted Oct 29, 2021 09:06
    Hi,

    @Gregoire Laurent​: feel free to use my input for the next version and I am happy to present it in one your following meetings.

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    Koen Peeters
    Ciminko Luxembourg
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  • 9.  RE: Multiple offers in sales lead

    TM Forum Member
    Posted Oct 29, 2021 10:14
    Hi Steve and Koen,

    First, thank you Koen for sharing your work.

    Please, find here (in the comment part) a link to the slides shared during the "development and tooling meeting" that took place in october 18th. I presented our proposal for the salesOpportunity resource (as a part of the Sales Lead Management API). You'll find in slide 6 the proposal for salesOpportunity resource.
    As you can see, both of our representation are quite similar and this is really good news. However, I notice the following differences :
    • We choose to add an item level (salesOpportunityItem) to take into account the fact that an opportunity can target different productOfferings. This has been done according to a request from the SID Team. Please, notice that a similar representation can be considered to take account the original request of this thread for the salesLead (salesLead -> salesLeadItem).
    • The link between quote and salesOpportunity is proposed at the quote level (impact for V5 version). This seems to be more logical because a quote can be calculated in a salesOpportunity context but the reverse is not true.
    • We did not consider using shoppingCart. From my perspective, a shoppingCart is an object managed by the customer while an opportunity is managed by a sales Team. Both of these objects can lead to a productOrder, but not in the same process (here again, this is my point of view).
    Thank you for this valuable exchange.


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    Gregoire Laurent
    Orange
    My answer are my own & don't represent necessarily my company or the TMF.
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