Overview:
This article explains how to create a Strategic Opportunity in CRM and associate it with a Platform Growth Plan. Strategic Opportunities help track high-value engagements, support opportunity collaboration, and provide visibility into revenue growth initiatives.
Process:
Go to My Apps and open Okta.
In Okta, search for X4A and open it.
Tip: You can also access Xvantage for Associates directly from My Apps.
In X4A, hover over the left navigation menu and select Sales.
Select CRM from the Sales sub-menu.
In CRM, use the Search bar at the top of the page.
Enter the customer's BCN (Branch Customer Number) and search for the account.
Filter the results by Accounts and open the appropriate customer record.
In the Cases or Business Plans section of the Customer Account Summary, locate the Platform Growth Plan.
Tip: Search for Growth to quickly locate the Platform Growth Plan.
If a Platform Growth Plan exists, open it.
If a Platform Growth Plan does not exist:
Select + New Business Plan.
Complete the required fields.
Enter a unique plan name.
Example: 2026 - Growth Plan - Account Name
Click Save.
Note: Depending on the region, this section may appear as Cases or Business Plans.
Fill the required fields and click Save.
Note: Add a new plan name. Example: 2026 - Growth Plan - (Acct Name).
Within the Platform Growth Plan, scroll to Related Opportunities and select New Opportunity.
Verify that an opportunity does not already exist for the same customer and vendor combination.
Complete the required fields:
Subject
Contact
Est. Revenue
Est. Close Date
Customer Need Description
Click Save and Close.
Open the newly created opportunity from the Related Opportunities section.
In the Deal Details section, populate:
Revenue Type
Primary Vendor
Proposed Solution
Competitor (if applicable)
Verify that:
The opportunity type is set to Strategic Opportunity.
The correct campaign is selected.
Example campaign:
Platform Growth - Associate Created Opportunities
Important: Correct campaign tagging is required to ensure the opportunity is reported accurately.
Complete the Manage Deal section:
Set the opportunity probability.
Update the Current Situation field.
Select the appropriate Xvantage Influence value.
Include the date and your initials in all updates to the Current Situation field.
Pick list items: Xvantage Influence:
Critical Value Driver – The opportunity cannot be won without Xvantage being part of the engagement.
Key Value Driver – Xvantage is one of the primary factors influencing the customer's decision.
Influential Value Driver – Xvantage is one of several factors influencing the customer's decision.
None or Minimal – Xvantage was not part of the engagement.
Add Connections and associate the key stakeholders who will help drive the opportunity to completion.
Click Save.