Sales Process

1. Marketing
Lead
Sales Lead Opportunity
Approval by
PAC
Win
Contract/Work
Order Creation
Archive
Yes
Mailing
Contact Schedule Task,
activities(Service
request)
No
• Bid Manager from Pre-sales
team is assigned to prepare
documents
• Accounts Manager from Sales
team is assigned to follow up
with leads
• Sales team is divided by
region like ICC01,02.Regions
are created as division
• Sales lead are tagged with
Client Master(Customer)
• Mailing contact can be
converted as Sales lead
• Marketing lead is entered
by Pre-Sales team directly
• When marketing lead is
entered notification goes to
all ICC teams and ICC team
which pick up the ML, gets
converted to Sales Lead
• Email Notification goes for
Marketing lead creation
• Opportunity moves in
different stages as per
the score given at
opportunity level.
CRM and Sales Process
Invoice
Collection
Resource Tagging

2. Current ProcessChallenges
• Different places to enter Lead, Service Request and resource tagging.
• Due to above process it delay the PAC approval process and hence delay in
response to customer
• If an opportunity need to be drop, it is done at Service request and not at
opportunity level.
• Apply PAC process is happening in two ways, First is sales person send leads
for Apply PAC or if the Bid manager enters a document for Service request
it goes for Apply PAC . lost. This process is not available in Odoo.
• Competitor Master creation when a Lead/Opportunity is lost. This process
is not available in Odoo.