Primerjava izbranih različic
Prikazane so razlike med izbrano in trenutno različico strani.
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us:slobase:manual:a_concepts:c_salesautomation [dd/mm/Y H:i] ppoje |
us:slobase:manual:a_concepts:c_salesautomation [dd/mm/Y H:i] (Trenutna) admin |
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| - | ====== Sales support ====== | + | ====== Support of the Sales Process ====== |
| ===== In general ===== | ===== In general ===== | ||
| - | The previous chapter spoke about the first level of the CRM system being [[../../../a_concepts:b_Contactmngmt| management of the Accounts, Contacts and activities data]]. It is very useful to have the whole image of the customer and therefore the image itself is a large part of sales support, offered by Produs IT. But it really is a small part. | + | The previous chapter was about the first level of the CRM system being [[../../../a_concepts:b_Contactmngmt| management of the Accounts, Contacts and activities data]]. It is very useful to have the whole image of the customer and therefore the image itself is a large part of sales support, offered by Produs IT. But it really is a small part. |
| Many companies sell their products through personal sale, especially when they are selling complex products or solutions. This kind of sale is demanding, complicated and includes many interactions between salesmen and buyers. This kind of sale at the same time has a high added value, so its success is of most importance for the company's success. | Many companies sell their products through personal sale, especially when they are selling complex products or solutions. This kind of sale is demanding, complicated and includes many interactions between salesmen and buyers. This kind of sale at the same time has a high added value, so its success is of most importance for the company's success. | ||
| Vrstica 23: | Vrstica 23: | ||
| ==== Sale in the narrower sense of the word ==== | ==== Sale in the narrower sense of the word ==== | ||
| - | Sale in the narrower sense of the word (sale) is happening from the moment the person in charge (usually salesman) decides to start an active selling to certain [../../../a_concepts:b_Contactmngmt|Lead]]. That usually means we will start performing a series of activities, usually ending with signing the contract. It is then that the sale is concluded. | + | Sale in the narrower sense of the word (sale) is happening from the moment the person in charge (usually salesman) decides to start an active selling to certain [[../../../a_concepts:b_Contactmngmt|Lead]]. That usually means we will start performing a series of activities, usually ending with signing the contract. It is then that the sale is concluded. |
| Individual deal | Individual deal | ||
| - | Every individual deal, handled in this manner, is named //selling opportunities//, //opportunity// or //business// or //project in Produs IT. | + | Every individual deal, handled in this manner, is named //selling opportunities//, //opportunity// or //business// or //project// in Produs IT. |
| It is directly connected with the Account it is happening in and the Contacts, included in the activities. In selling opportunity as a record we note data about business e. g. value, date of expected conclusion, selling phase, next step, etc., with links to all the planned or performed [[../../../a_concepts:b_Contactmngmt|tasks and events]]. | It is directly connected with the Account it is happening in and the Contacts, included in the activities. In selling opportunity as a record we note data about business e. g. value, date of expected conclusion, selling phase, next step, etc., with links to all the planned or performed [[../../../a_concepts:b_Contactmngmt|tasks and events]]. | ||
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| <note note>See how to [[../../../:c_modules:l_analytics| review the situation]].</note> | <note note>See how to [[../../../:c_modules:l_analytics| review the situation]].</note> | ||
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| + | ~~ODT~~ | ||