Auto Quote Opportunity Management in CRM FAQ

Summary:

To support consistent pipeline management across Ingram Micro, we've introduced CRM enhancements that give teams greater control over auto-quote behavior.

Customers can now configure when an opportunity is automatically created and ensure existing quotes are saved when possible, reducing unnecessary creation and improving data quality.

Table of Contents:

1. Core Capabilities Introduced

2. Step-by-Step Process

3. What are the new CRM enhancements introduced by Ingram Micro?

4. How does opportunity creation control work?

5. What happens if the estimated revenue is below the configured threshold?

6. What happens if the estimated revenue is below the configured threshold?

7. Can an auto quote be reprocessed to generate an opportunity later?

8. What information is sent to CRM when an opportunity is created?

9. Is it necessary to enable the 'Opportunity Enabled' setting for auto quotes?

10. What should be done if an opportunity was initially suppressed?

11. What are the key benefits of these CRM enhancements?

1. Core Capabilities Introduced

1. Opportunity Creation Control

   • Associated case or contact opportunity creation using:

     • Vendor-proprietary configuration

     • country-level configuration

   • ⚠️ Vendor-level configuration takes precedence over country-level configuration

2. Revenue-Source Eligibility

   • A revenue threshold can be configured

   • An opportunity is created only if the estimated revenue meets or is between the top and bottom threshold

   • If revenue is below the threshold, an auto quote is created without an opportunity

3. Revision-Based Opportunity Creation

   • If an auto quote was initially created without an opportunity, it can later:

     • Be reprocessed

     • Generate an opportunity via a revision

   • The same auto quote ID is retained

   • A new revision record is created (not a new quote)  

2. Step-by-Step Process

Step 1: Configure Opportunity Rules

⚠️ Before we begin this process, it's important to make sure your settings are configured for your vendor so this functionality works properly.

1. In GDS, hover over the left-hand menu and click into Vendor Programs.

2. Search for your vendor and click into the vendor program that contains quote and opportunity settings.

3. Within the program, click into the Autoquote tab and scroll down to Quote and Opportunity settings.

4. Expand this section and review all the different configurations for opportunity creation.

⚠️ With the "Opportunity Enabled" setting disabled, no new auto quotes will contain an automatically generated opportunity, no matter what other parameters are set.

Step 2: Auto Quote Is Created

When an auto quote is created:

• A bid is processed

• The system checks:            

  • opportunity flag status

  • revenue threshold

Step 3: Opportunity Request Payload (When Created)

When an opportunity is created, the system sends to CRM:

• Probability percentage (e.g., 25%)

• Estimated revenue

• Estimated close date

• Primary owner

• Key value driver values

These values appear exactly in the CRM Opportunity fields.

Step 4: Reprocessing a Bid

If the opportunity was initially suppressed:

1. Adjust the Quote & Opportunity settings so the bid qualifies for an opportunity to be created

2. Reprocess the bid

3. System:

   • Creates a new revision and quote number

   • Refreshes the opportunity

   • Keeps the same Auto Quote ID

You'll now see:

• Multiple revision entries

• The latest revision containing the Opportunity ID