![]() When he’s completed with the Quote, he hands it off to the Order Processor, Susan. He uses CRM’s multi-currency functionality to establish pricing based on the current Exchange Rate, and maximizes the mark-up by modifying pricing on the Quote. Michael continues working on the Quote with David’s help, along with Kevin, the Sales Manager. With the basics established for this customer relationship, David assigns the Opportunity and Quote to an Account Manager, Michael. He sends Sales Literature information to the customer via e-mail to see if they are interested in other similar products. He collects information about Competitors and adds this to the Opportunity record for tracking. He sets the Price List for the Opportunity to enable him to draft a Quote to sell 100 bicycles to the customer. He also checks to see if any other salespeople are working with the existing customer(s).īased on communications with a new Lead, David qualifies the Lead into an Opportunity with an existing Account. CRM’s Duplicate Detection works to reduce any duplicate records. He’s organized these into an Excel spreadsheet and uses CRM’s Bulk Import feature to quickly import these into CRM as Leads. The flow chart below summarizes the walk-through text.ĭavid is a dedicated sales representative and has just attended a trade show where he collected a large number of leads. This is one example of a very simple sales scenario describing the flow of user actions in the Sales module of CRM. ![]() We often use scenarios such as this to test the individual components and entities of CRM in an integrated fashion.
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