CRM Sales Flowchart
2025-01-08 18:13:21 0 Report
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Outline/Content
C139 record
Competitor information (CRM)
Sales leads
Agent Information (CRM Synchronized with ERP)
Contract approval
C139
Contract push down
Sales opportunities
S3 Project Phase - Client Initiation
C139 condition is metAfter approval
Quotation Sheet
Sales invoice
C139 (7 days)
C139 condition met approved after review
C139 update (15 days)
Return Form
Sales Delivery Note
Customer Information (CRM Synchronized with ERP)
Follow-up record
S1 Lead Stage - Potential Customer
Sales Order
Payment Receipt
Product Information (ERP Synchronized with CRM)
Project Initiation (CRM Synchronization with OA)
Order Review/Quality Agreement/NDA
Business opportunity follow-up (7 days)
Project follow-up
CRM Sales Process Flowchart
Overdue Payment Reminder
Recovery plan
Customer registration
Contract Approval (CRM)
Sales Department
Business Funnel
high seas
Project Phase Management（7 days）
Order Review (OA)Quality Agreement (OA)NDA (OA)
S4 Contract Stage - Closed Customer
S2 Business Opportunity Stage - Prospective Customers
15 dayswithoutcontact
Customer follow-up（15 days）
channel partner
Order stage
CRM interoperability with ERP
C139 update (7 days)
Sales Project Initiation
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