Changing information manually is tedious and time-consuming. Use the Update contact persons form to help with this process.
Categorizing the activities- Activities can be accessed from different places.
Changing information manually is tedious and time-consuming. Use the Update contact persons form to help with this process. You can automatically generate a follow‐up activity when a quotation expires to make sure an action is initiated by the salesperson responsible for the quotationCRM > SETUP > PARAMETERS
Competing Quotations for the same customer or Business Relation.
If the person receiving the order is not the salesperson responsible for the business relation, specify the salesperson in the Recipient field in the Setup tab
Assign Responsibilities to Employees & Business Relations- Setup the main responsibilities in the company.- Assign responsibilities to Customer / Vendor / Relation….CRM->Setup->Responsibilities- Assign responsibilities to business relation.CRM->Common Form->Business Relation Details->Setup->Responsibility
The Contact Person The Sales and Marketing module focuses onperson-to-person contacts between a salesperson and the contact person of the business relation.
The Contact Person There are nine setup tables used for administering contact persons.- Job Title- Function- Character- Interest- Decision- Loyalty- Persona Title- Complimentary Close- Salutation Update Contact Person (Mass Update) CRM→PERIODIC→UPDATE→UPDATE CONTACT PERSONS
ActivitiesActivities are the tasks, appointments, events, and actions sales personnel perform daily together with business relations, contact persons, market campaigns, and quotation Activity Phase Activity Plan Activity Type Categories Event Appointment Task Action
Sales Quotation CRM > SETUP > CONTACT MANAGEMENT > QUOTATIONS Setups QuotationDocument Types Title AR > SETUP > QUOTATIONS > TYPES Link QuotationIntroduction With Activity (Auto creation) CRM > SETUP > PARAMETERSConclusion
Sales Quotation Working Quotation Status with Quotation Created Sent ConfirmedCreate Quotation From: Print Quotation Converted to Sales Order (Item Reservation) Lost Canceled Existing Customer If Create from Business Relation: Business Before converting a quotation to a Relation sales order, manually convert the business relation to a customer OR from function button on sales order.
Sales Quotation Working Competing Quotations with Quotation Parent Quote Ex: High Quality, High Prices Child Quote Ex: Low Quality, Low PricesInternal Competing Quote These quotations are competing because the customer will not select both. CRM > QUOTATIONS LIST PAGE > SALES QUOTATION DETAILS >Alternative quotations
Sales Quotation Working Competing Quotations with Quotation Sales Quote Can be linked to: ProjectCampaign ID Call List Opportunities Module CRM > QUOTATIONS LIST PAGE > SALES QUOTATION DETAILS > OTHER TAB
Sales Quotation Working Price Simulation with Quotation The price simulation tool enables discounting on a total quotation basis or on a quotation line basis and calculates the effect of the discount on thecontribution margin. Line Item Price Simulation /Per OR Total Quotation