Hey All,
Very hard to not write a long essay on this, but I was wondering what people thought was the best process on multi-region sales.
I am currently trying to crack it with my best idea so far:
[Company Level] EMEA Sales Status (Values: Lead, Opp, Customer)
[Company Level] Americas Sales Status (Values: Lead, Opp, Customer)
[Company Level] APAC Sales Status (Values: Lead, Opp, Customer)
We have a region multi select on Deals. So when a deal has a specific region on it that regions sales status goes to Opp and when Closed Won that/those regions(s) go to Customer.
Also wondering am I just massively over complicating it and do I just push Regions to the Company level so people can see on the Company that a Subscription is currently being worked etc.
Hi @DCrinnionDC,
Can you share a bit more context about your requirements?
From a first glance, without any additional context, yes, status fields per region are a way to see at a glance whether a company was sold to in a specific region.
Best regards
Hi @karstenkoehler
So we sell in to 3 Regions (EMEA, Americas, APAC). We currently have it where Deals can have multiple regions involved i.e. APAC could come in and ask for a Subscription in their Region but also add EMEA for their team. So in fact APAC could be selling a subscription for our software across regions.
at the moment it is very messy which I am trying to fix. We have Target Accounts assigned to one owner, although a few of them are multi regional companies. There is no real lead routing just an internal notif if the inbound lead is from that region. At the moment the sales team when they get a lead are going through the activities of the company to see if they can go after them like checking are their any open deals, is there region being sold etc. I want to effectively simplify this. By allowing them just to see a status of their region and being only routed a lead when it should be theres. Also another thing on top with the Target accounts is I am trying to figure out a way that when a target account owner is in APAC for example but a lead comes in from EMEA it assigns randomly to one of the EMEA reps but then if another one from that company and region come in it goes to that same rep.
@DCrinnionDC the three status field seem like a good solution then 
Thank you very much @karstenkoehler !!! I believe its going to be complex setting up the workflow logic for a multi select field on the deal changing the Status’ everytime they change, but hopefully should be all good!