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

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  • One App Cloud - Sales Approvals

    1. 1. One App CloudIndustry : Professional Services Use Case : Sales Approval
    2. 2. Use Case
    3. 3. Use Case Unstructured Email Based Sales Approvals!
    4. 4. Use Case Unstructured Email Based Sales Approvals!
    5. 5. Analysis
    6. 6. Analysis• Analyze - Emails for Sales approvals are not captured in the system
    7. 7. Analysis• Analyze - Emails for Sales approvals are not captured in the system• Tag & Sort - Sales approvals are time critical
    8. 8. 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
    9. 9. Step 1
    10. 10. Create your Approval Form
    11. 11. Step 2
    12. 12. Define your routing rulesManager will be notified whenthe discount is more than 25%
    13. 13. Step 3
    14. 14. Collaborate
    15. 15. Collaborate Sales personnel creates a request
    16. 16. Collaborate Sales personnel creates a request
    17. 17. Collaborate Sales personnel creates a requestManager is notifiedand acts on the item
    18. 18. Collaborate Sales personnel creates a requestManager is notifiedand acts on the item
    19. 19. That was simple!
    20. 20. 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!
    21. 21. Thank you!www.oneappcloud.com

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