2

This question is non-technical. It's more based on the principles of CRM and how SalesForce implements those principles:

When talking about new customers and the sales funnel it's quite clear:

Lead -> Opportunity -> Customer/Account

Let's assume I want to sell a new product (Product B) to an existing customer (who already bought Product A) (not cross selling nor upgrade)? Will, from a product view, the existing customer be a lead again? Or an opportunity?

Improve this question
2
  • You can consider it as a Opportunity or more specific Opportunity as upsell or opportunity with downsell
    – San
    Aug 3, 2015 at 10:07
  • If using a marketing automation system like Eloqua, Marketo, Hubspot, ... you may find that the existing customer is touched on some marketing channel and upon response, becomes a Lead object in SFDC on the next marketing automation sync.
    – cropredy
    Aug 3, 2015 at 17:35

3 Answers 3

Reset to default
0

Normally, it would be considered a new Opportunity for an existing customer, but it could also be a Lead if, for example, the data is coming from an external system, and the customer has not been matched up with the existing customer in your org. In that scenario it would be considered a Lead.

Improve this answer
0

The short answer is 'yes' because all businesses are unique and surely there are some businesses where an existing customer could also be a lead.

Improve this answer
0

Its an opportunity you can create an opportunity for that existing customer which is an Account for your ORG.

Improve this answer

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.