Hello Aditya and Jacques, Thanks for the suggestions. I have made the appropriate changes in the document. Please have a look CRM Process Overview <https://cwiki.apache.org/confluence/display/OFBIZ/Customer+Relationship+Management+%28CRM%29+Process+Overview> .
On Fri, Oct 20, 2017 at 5:04 PM, Jacques Le Roux < [email protected]> wrote: > Hi Aditya, > > Sorry to be late, I agree with you. > > Jacques > > > > Le 09/10/2017 à 13:19, Aditya Sharma a écrit : > >> Hello all, >> >> I would like to suggest some changes in process diagrams of Customer >> Relationship Management (CRM) Process Overview page ( >> https://cwiki.apache.org/confluence/x/RpJjB). >> >> >> 1. For the "*Lead Management*": >> Lead can be acquired from various sources like a campaign, conference, >> website etc so the first activity cannot be "Call CSR". >> Please refer: https://drive.google.com/open?id= >> 0B27ZznUMte3BNTFnNU9xa0Vxbkk >> 2. For the "*Sales Forecast*": >> As defined: >> Sales Forecast is a process of estimating sales that a company expects >> within a specific period. It helps a company to speculate short-term >> and >> long-term performance. >> As forecast is an estimated future sale, it is the Sales Manager or >> any >> other designation from management responsible for making or approving >> such >> estimates. So the first activity "Call CSR" seems to be futile here. >> Please refer: https://drive.google.com/open?id= >> 0B27ZznUMte3BNjZZdHpnbnF4RjQ >> >> Please enlighten me if I missed something. >> >> Thanks and Regards, >> >> *Aditya Sharma* | Enterprise Software Engineer >> HotWax Systems <http://www.hotwaxsystems.com/> >> <https://www.linkedin.com/in/aditya-sharma-78291810a/> >> >> > -- Sonal Patwari www.hotwaxsystems.com
