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One App Cloud - Sales Approvals
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One App Cloud - Sales Approvals

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Use case - Convert email based sales approval processes into structured ones with one app cloud solution

Use case - Convert email based sales approval processes into structured ones with one app cloud solution

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One App Cloud - Sales Approvals One App Cloud - Sales Approvals Presentation Transcript

  • One App CloudIndustry : Professional Services Use Case : Sales Approval
  • Use Case
  • Use Case Unstructured Email Based Sales Approvals!
  • Use Case Unstructured Email Based Sales Approvals!
  • Analysis
  • Analysis• Analyze - Emails for Sales approvals are not captured in the system
  • Analysis• Analyze - Emails for Sales approvals are not captured in the system• Tag & Sort - Sales approvals are time critical
  • Analysis• Analyze - Emails for Sales approvals are not captured in the system• Tag & Sort - Sales approvals are time critical• Convert - Ask approvals using a structured format, send notifications to the Sales Managers and collaborate around the Sales Opportunity
  • Step 1
  • Create your Approval Form
  • Step 2
  • Define your routing rulesManager will be notified whenthe discount is more than 25%
  • Step 3
  • Collaborate
  • Collaborate Sales personnel creates a request
  • Collaborate Sales personnel creates a request
  • Collaborate Sales personnel creates a requestManager is notifiedand acts on the item
  • Collaborate Sales personnel creates a requestManager is notifiedand acts on the item
  • That was simple!
  • That was simple!We are now able to capture sales approvals in a structured format and can now collaborate easily and efficiently across Sales teams!
  • Thank you!www.oneappcloud.com