View Competitor Information Outside Opportunities
Sales administrators can store a many details about sales competitor companies. As a salesperson, you can associate competitors with opportunities to get insight into which competitors may have won a deal against your company.
You can also use competitor details when you want specific information about a competitor during a sales deal. Here's how to view competitor information:
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Navigate to
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Select a competitor in the list and view the details.
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Here's a summary of information that gets stored about competitors in their profiles:
Field
Description
Organization Name
Name of the competitor.
Name Suffix
Value appended to the name of the Organization Name for the competitor.
Chief Executive Name
Name of the competitor company's chief executive officer or highest-level employee.
Line of Business
Line of business of the competitor company's products.
D-U-N-S Number
Dun & Bradstreet Corporation unique nine-digit identification number for the competitor company.
Organization Size
Size of the competitor company.
Year Established
Year the competitor company was first started.
Threat Level
Perceived threat level of the competitor in closing deals, such as low, medium, and high.
Year Incorporated
Year the competitor company was first incorporated.
Stock Symbol
Stock symbol for the competitor company in the financial markets.
Fiscal Year End Month
Month that the competitor company closes its fiscal year.
Dun & Bradstreet Corporation Credit Rating
Credit rating of the competitor company with Dun & Bradstreet Corporation.
Privately Owned
Indicates the competitor company is privately owned.
Minority Owned
Indicates that the competitor company is minority owned.
Small Business
Indicates that the competitor company is a small business.
Status
Status of the competitor record, either active or inactive.
This table shows the information available in the details tabs of the Edit Competitor page:
Item
Description
SWOT Analysis
Strength, weakness, opportunity, and threat (SWOT) value for a competitor. This analysis helps you understand, plan, and craft an effective competitive strategy when facing a competitive threat on a deal.
Product groups
Product groups the competitor company is associated with. You can associate product groups using the Competitive Presence node in the desktop UI customer pages.
Opportunities
View historical and current opportunities associated with the competitor.
Attachments
Attachments are files, free-form text, or URLs that can give you information that helps you position products or solutions against specific competitors.
Internal Experts
Internal experts are people in your company who are experts on the competitor.
Geographies
Geographies where the competitor company is present.
Industries
Industries where the competitor competes with your company.
You can also view revenue at stake for the competitor. The Revenue at Stake area in the Edit Competitor page shows the revenue that potentially could be lost to the competitor. The data comes from product or product group revenue on the opportunities where the customer is present.
You may want to view notes associated with the competitor, if entered by the administrator. Notes are stored in the contextual area of the Edit Competitor page.