Use the Competition tab in the Opportunities area to create and maintain a list of the other
companies that are pursuing the opportunity.
Contents
If you import an opportunity from GovWin IQ, you have the option to also import competitors that are associated with that opportunity. If you do, those competing
companies automatically display on this tab along with competitors that you add yourself.
If custom grids or fields are defined for this tab in
Ajera CRM (), those grids and fields display below the competitors grid. As with standard grids and fields, you must make entries in any required columns and fields.
| Field | Description |
|---|
| NAME
|
This column displays the name of a competing
company that is pursuing the opportunity.
Click the name to display a tooltip containing
company information: market, primary location, phone number, and
company status. Click
More in the tooltip to display the full
company record on a separate browser tab. (If the row is in edit mode, you cannot display the tooltip. In that case, click anywhere outside the row to take it out of edit mode and then click the name.)
To specify a new competitor, either click
 to select the
company from the full list, or type one or more characters from the
company name in the
NAME field to select from a list of
company names that contain those characters. If the
company has not yet been added in
iAccess, you can click
+ New Company at the bottom of the selection list to display the Add
Company form and add the
company.
Companies that are set up only as vendors in
Ajera CRM are not available for selection as competitors.
|
| STRENGTHS
|
This column displays the competitor's strong points.
To add or change this information, click or tab into the field and enter the text.
Click
 in
STRENGTHS if you want to display the complete text of a longer description.
|
| WEAKNESSES
|
This column displays the areas in which the competitor is weak.
To add or change this information, click or tab into the field and enter the text.
Click
in
WEAKNESSES if you want to display the complete text of a longer description.
|
|
To enter or view additional notes about the competitor or to identify the competitor as the incumbent, hover over the grid row and click
at the end of the row. In the Competitor Information dialog box, enter your notes in
NOTE, and select
Incumbent if the competitor is competing for the contract as the incumbent. Click
 in
NOTE to display toolbars that provide editing and formatting options:
- Bold, italic, underline, strikethrough
- Numbered lists
- Bulleted lists
- Text indent and alignment
|
| + Add Competitor
|
To add another competitor for the opportunity, click this link, select the
company, and enter its strengths and weaknesses in the fields provided.
|
