Primerjava izbranih različic
Prikazane so razlike med izbrano in trenutno različico strani.
| Both sides previous revision Prejšnja revizija Naslednja revizija | Prejšnja revizija | ||
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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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| Vrstica 1: | Vrstica 1: | ||
| - | ====== Sales support ====== | + | ====== Support of the Sales Process ====== |
| ===== In general ===== | ===== In general ===== | ||
| 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]]. | ||
| Vrstica 61: | Vrstica 61: | ||
| <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~~ | ||