Thanks Sonal,
Sounds good to me
Jacques
Le 28/10/2017 à 12:40, Sonal Patwari a écrit :
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/>
