Office Automation Overview
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The document outlines the key processes and components of an office automation suite, including customers, sales, projects, billing, and support. It details the entities and sub-entities involved in each process such as contacts, opportunities, timecards, requests, and more.
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Office Automation Overview
- 1. PRACTICAL OFFICE AUTOMATION SUITE Process Overview
- 2. PRACTICAL OFFICE AUTOMATION SUITE Process Overview
- 6. Customers • Contacts OFFICE AUTOMATION PROCESS
- 7. Customers • Contacts • Documents OFFICE AUTOMATION PROCESS
- 8. Customers • Contacts • Documents • Interactions OFFICE AUTOMATION PROCESS
- 9. Customers • Contacts • Documents • Interactions OFFICE AUTOMATION PROCESS
- 10. Sales Customers • Contacts • Documents • Interactions OFFICE AUTOMATION PROCESS
- 11. Sales • Opportunities Customers • Contacts • Documents • Interactions OFFICE AUTOMATION PROCESS
- 12. Sales • Opportunities • Pipeline Customers • Contacts • Documents • Interactions OFFICE AUTOMATION PROCESS
- 13. Sales • Opportunities • Pipeline • Proposals Customers • Contacts • Documents • Interactions OFFICE AUTOMATION PROCESS
- 14. Sales • Opportunities • Pipeline • Proposals • Contracts Customers • Contacts • Documents • Interactions OFFICE AUTOMATION PROCESS
- 15. Sales • Opportunities • Pipeline • Proposals • Contracts Customers • Contacts • Documents • Interactions OFFICE AUTOMATION PROCESS
- 16. Sales 1. Lead • Opportunities • Pipeline • Proposals • Contracts Customers • Contacts • Documents • Interactions OFFICE AUTOMATION PROCESS
- 17. Sales 1. Lead • Opportunities 2. Prospect • Pipeline • Proposals • Contracts Customers • Contacts • Documents • Interactions OFFICE AUTOMATION PROCESS
- 18. Sales 1. Lead • Opportunities 2. Prospect • Pipeline 3. Qualified • Proposals • Contracts Customers • Contacts • Documents • Interactions OFFICE AUTOMATION PROCESS
- 19. Sales 1. Lead • Opportunities 2. Prospect • Pipeline 3. Qualified • Proposals 4. Proposed • Contracts Customers • Contacts • Documents • Interactions OFFICE AUTOMATION PROCESS
- 20. Sales 1. Lead • Opportunities 2. Prospect • Pipeline 3. Qualified • Proposals 4. Proposed • Contracts 5. Won Customers • Contacts • Documents • Interactions OFFICE AUTOMATION PROCESS
- 21. Sales • Opportunities • Pipeline • Proposals • Contracts Customers • Contacts • Documents • Interactions OFFICE AUTOMATION PROCESS
- 22. Sales • Opportunities • Pipeline • Proposals • Contracts Customers • Contacts • Documents • Interactions OFFICE AUTOMATION PROCESS
- 23. Sales • Opportunities • Pipeline • Proposals • Contracts Customers • Contacts • Documents • Interactions OFFICE AUTOMATION PROCESS
- 24. Sales • Opportunities • Pipeline • Proposals • Contracts Customers • Contacts • Documents • Interactions OFFICE AUTOMATION PROCESS
- 25. Sales • Opportunities • Pipeline • Proposals • Contracts Customers • Contacts • Documents • Interactions Projects OFFICE AUTOMATION PROCESS
- 26. Sales • Opportunities • Pipeline • Proposals • Contracts Customers • Contacts • Documents • Interactions Projects • Portfolio OFFICE AUTOMATION PROCESS
- 27. Sales • Opportunities • Pipeline • Proposals • Contracts Customers • Contacts • Documents • Interactions Projects • Portfolio • Tasks OFFICE AUTOMATION PROCESS
- 28. Sales • Opportunities • Pipeline • Proposals • Contracts Customers • Contacts • Documents • Interactions Projects • Portfolio • Tasks • Budgeting OFFICE AUTOMATION PROCESS
- 29. Sales • Opportunities • Pipeline • Proposals • Contracts Customers • Contacts • Documents • Interactions Projects • Portfolio • Tasks • Budgeting • Documents OFFICE AUTOMATION PROCESS
- 30. Sales • Opportunities • Pipeline • Proposals • Contracts Customers • Contacts • Documents • Interactions Projects • Portfolio • Tasks • Budgeting • Documents OFFICE AUTOMATION PROCESS
- 31. Sales • Opportunities • Pipeline • Proposals • Contracts Customers • Contacts • Documents • Interactions Projects • Portfolio • Due Date • Tasks • Budgeting • Documents OFFICE AUTOMATION PROCESS
- 32. Sales • Opportunities • Pipeline • Proposals • Contracts Customers • Contacts • Documents • Interactions Projects • Portfolio • Due Date • Tasks • Assignments • Budgeting • Documents OFFICE AUTOMATION PROCESS
- 33. Sales • Opportunities • Pipeline • Proposals • Contracts Customers • Contacts • Documents • Interactions Projects • Portfolio • Due Date • Tasks • Assignments • Budgeting • Workflow • Documents OFFICE AUTOMATION PROCESS
- 34. Sales • Opportunities • Pipeline • Proposals • Contracts Customers • Contacts • Documents • Interactions Projects • Portfolio • Due Date • Tasks • Assignments • Budgeting • Workflow • Documents • Notifications OFFICE AUTOMATION PROCESS
- 35. Sales • Opportunities • Pipeline • Proposals • Contracts Customers • Contacts • Documents • Interactions Projects • Portfolio • Tasks • Budgeting • Documents OFFICE AUTOMATION PROCESS
- 36. Sales • Opportunities • Pipeline • Proposals • Contracts Customers • Contacts • Documents • Interactions Projects • Portfolio • Tasks • Budgeting • Documents OFFICE AUTOMATION PROCESS
- 37. Sales • Opportunities • Pipeline • Proposals • Contracts Customers • Contacts • Documents • Interactions Projects • Portfolio • Tasks • Budgeting • Documents OFFICE AUTOMATION PROCESS
- 38. Sales • Opportunities • Pipeline • Proposals • Contracts Customers • Contacts • Documents • Interactions Projects • Portfolio • Tasks • Budgeting • Documents OFFICE AUTOMATION PROCESS
- 39. Sales • Opportunities • Pipeline • Proposals • Contracts Customers • Contacts • Documents • Interactions Billing Projects • Portfolio • Tasks • Budgeting • Documents OFFICE AUTOMATION PROCESS
- 40. Sales • Opportunities • Pipeline • Proposals • Contracts Customers • Contacts • Documents • Interactions Billing Projects • Timecards • Portfolio • Tasks • Budgeting • Documents OFFICE AUTOMATION PROCESS
- 41. Sales • Opportunities • Pipeline • Proposals • Contracts Customers • Contacts • Documents • Interactions Billing Projects • Timecards • Portfolio • Expenses • Tasks • Budgeting • Documents OFFICE AUTOMATION PROCESS
- 42. Sales • Opportunities • Pipeline • Proposals • Contracts Customers • Contacts • Documents • Interactions Billing Projects • Timecards • Portfolio • Expenses • Tasks • Invoices • Budgeting • Documents OFFICE AUTOMATION PROCESS
- 43. Sales • Opportunities • Pipeline • Proposals • Contracts Customers • Contacts • Documents • Interactions Billing Projects • Timecards • Portfolio • Expenses • Tasks • Invoices • Budgeting • Inventory • Documents OFFICE AUTOMATION PROCESS
- 44. Sales • Opportunities • Pipeline • Proposals • Contracts Customers • Contacts • Documents • Interactions Billing Projects • Timecards • Portfolio • Expenses • Tasks • Invoices • Budgeting • Inventory • Documents OFFICE AUTOMATION PROCESS
- 45. Sales • Opportunities • Pipeline • Proposals • Contracts Customers • Contacts • Documents • Interactions Billing Projects • Automation • Timecards • Portfolio • Expenses • Tasks • Invoices • Budgeting • Inventory • Documents OFFICE AUTOMATION PROCESS
- 46. Sales • Opportunities • Pipeline • Proposals • Contracts Customers • Contacts • Documents • Interactions Billing Projects • Automation • Timecards • Portfolio • Reporting • Expenses • Tasks • Invoices • Budgeting • Inventory • Documents OFFICE AUTOMATION PROCESS
- 47. Sales • Opportunities • Pipeline • Proposals • Contracts Customers • Contacts • Documents • Interactions Billing Projects • Automation • Timecards • Portfolio • Reporting • Expenses • Tasks • Emails • Invoices • Budgeting • Inventory • Documents OFFICE AUTOMATION PROCESS
- 48. Sales • Opportunities • Pipeline • Proposals • Contracts Customers • Contacts • Documents • Interactions Billing Projects • Timecards • Portfolio • Expenses • Tasks • Invoices • Budgeting • Inventory • Documents OFFICE AUTOMATION PROCESS
- 49. Sales • Opportunities • Pipeline • Proposals • Contracts Customers • Contacts • Documents • Interactions Billing Projects • Timecards • Portfolio • Expenses • Tasks • Invoices • Budgeting • Inventory • Documents OFFICE AUTOMATION PROCESS
- 50. Sales • Opportunities • Pipeline • Proposals • Contracts Customers • Contacts • Documents • Interactions Billing Projects • Timecards • Portfolio • Expenses • Tasks • Invoices • Budgeting • Inventory • Documents OFFICE AUTOMATION PROCESS
- 51. Sales • Opportunities • Pipeline • Proposals • Contracts Customers • Contacts • Documents • Interactions Billing Projects • Timecards • Portfolio • Expenses • Tasks • Invoices • Budgeting • Inventory • Documents OFFICE AUTOMATION PROCESS
- 52. Support Sales • Opportunities • Pipeline • Proposals • Contracts Customers • Contacts • Documents • Interactions Billing Projects • Timecards • Portfolio • Expenses • Tasks • Invoices • Budgeting • Inventory • Documents OFFICE AUTOMATION PROCESS
- 53. Support Sales • Requests • Opportunities • Pipeline • Proposals • Contracts Customers • Contacts • Documents • Interactions Billing Projects • Timecards • Portfolio • Expenses • Tasks • Invoices • Budgeting • Inventory • Documents OFFICE AUTOMATION PROCESS
- 54. Support Sales • Requests • Opportunities • Tracking • Pipeline • Proposals • Contracts Customers • Contacts • Documents • Interactions Billing Projects • Timecards • Portfolio • Expenses • Tasks • Invoices • Budgeting • Inventory • Documents OFFICE AUTOMATION PROCESS
- 55. Support Sales • Requests • Opportunities • Tracking • Pipeline • Web Portal • Proposals • Contracts Customers • Contacts • Documents • Interactions Billing Projects • Timecards • Portfolio • Expenses • Tasks • Invoices • Budgeting • Inventory • Documents OFFICE AUTOMATION PROCESS
- 56. Support Sales • Requests • Opportunities • Tracking • Pipeline • Web Portal • Proposals • Escalations • Contracts Customers • Contacts • Documents • Interactions Billing Projects • Timecards • Portfolio • Expenses • Tasks • Invoices • Budgeting • Inventory • Documents OFFICE AUTOMATION PROCESS
- 57. Support Sales • Requests • Opportunities • Tracking • Pipeline • Web Portal • Proposals • Escalations • Contracts Customers • Contacts • Documents • Interactions Billing Projects • Timecards • Portfolio • Expenses • Tasks • Invoices • Budgeting • Inventory • Documents OFFICE AUTOMATION PROCESS
- 58. Support Sales • Self Service • Requests • Opportunities • Tracking • Pipeline • Web Portal • Proposals • Escalations • Contracts Customers • Contacts • Documents • Interactions Billing Projects • Timecards • Portfolio • Expenses • Tasks • Invoices • Budgeting • Inventory • Documents OFFICE AUTOMATION PROCESS
- 59. Support Sales • Self Service • Notifications • Requests • Opportunities • Tracking • Pipeline • Web Portal • Proposals • Escalations • Contracts Customers • Contacts • Documents • Interactions Billing Projects • Timecards • Portfolio • Expenses • Tasks • Invoices • Budgeting • Inventory • Documents OFFICE AUTOMATION PROCESS
- 60. Support Sales • Self Service • Notifications • Requests • Opportunities • SLAs • Tracking • Pipeline • Web Portal • Proposals • Escalations • Contracts Customers • Contacts • Documents • Interactions Billing Projects • Timecards • Portfolio • Expenses • Tasks • Invoices • Budgeting • Inventory • Documents OFFICE AUTOMATION PROCESS
- 61. Support Sales • Self Service • Notifications • Requests • Opportunities • SLAs • Tracking • Pipeline • Service Plans • Web Portal • Proposals • Escalations • Contracts Customers • Contacts • Documents • Interactions Billing Projects • Timecards • Portfolio • Expenses • Tasks • Invoices • Budgeting • Inventory • Documents OFFICE AUTOMATION PROCESS
- 62. Support Sales • Requests • Opportunities • Tracking • Pipeline • Web Portal • Proposals • Escalations • Contracts Customers • Contacts • Documents • Interactions Billing Projects • Timecards • Portfolio • Expenses • Tasks • Invoices • Budgeting • Inventory • Documents OFFICE AUTOMATION PROCESS
- 63. Support Sales • Requests • Opportunities • Tracking • Pipeline • Web Portal • Proposals • Escalations • Contracts Customers • Contacts • Documents • Interactions Billing Projects • Timecards • Portfolio • Expenses • Tasks • Invoices • Budgeting • Inventory • Documents OFFICE AUTOMATION PROCESS
- 64. Support Sales • Requests • Opportunities • Tracking • Pipeline • Web Portal • Proposals • Escalations • Contracts Customers • Contacts • Documents • Interactions Billing Projects • Timecards • Portfolio • Expenses • Tasks • Invoices • Budgeting • Inventory • Documents OFFICE AUTOMATION PROCESS