CRM Application for Sales, Operations, Post Purchase Order, Delivery and Finance
₹500000-800000 INR
Płatność przy odbiorze
Sales Team
Create Customer Data/ Customer Details etc.
Create customer opportunity (can be for product or solution)
Input Opportunity Details with Entire Bill of material
Flexible notes section for other notes / customer requests etc.
Line Item details for Bill of material
Opportunity details with percentage level of that oportunity till closure.
Flow will move to operations team
Operations Team
Operations will provide Commercial back to the sales person on the lead/ Opportunity Generated
If a solutions opportunity a pre - sales will be aligned by operations for that opportunity
If there is arequirement of POC then the operations team will align Pre sales and also lop in OEM & other resources required
Missing Detail on the opportunity will be filled by operations team
Proposal creation to be done by operations team
Item code to be created for all the items (Item list to be shared by customer)
Case locking with the OEM, sales team has to inform for the same
Tax addition on the opportunity to be done by operations team
Post Purchase order flow
Conerned sales person Fills in the PO detaills in the closed opportunity
Payment details Specified
Post details are filled This will move back to operations & Finance
Finance will create Vendor ID and input vendor details
Finance will create & share the Vendor Purchase order
Delivery details and terms of payment for vendor to be shared in the system
Delivery from vendor will be handled by operations team (Followups etc.)
Once the delivery is done by the vendor the delivery team will come into the picture.
DeliveryTeam
Once the product is received delivery team will align resources
Delivery resource needs to be aligned for delivery
Once the product is delivered to customer team will get delivery challan and receipt of Invoice at the time of delivery
Delivery team will align resource for installtion of the product/ Solution
Delivery schedule to be filled by the delivery team
If its is product then delivery & Installation details
If it is a solution then delivery timeline with milestones & Timelines
Confirmation from Delivery team for installation and Delivery
Product line item wise details and butons for delivery completion and installation
Milestones line item wise details and butons for completion.
Payment reminders for milestones to be send by finance team
Finance Team
Creates vendor ID and other details
Purchase order to vendors
Share and attach Invoices in the Opportunities
Follow up for payments according to payment terms.
Make payments to vendors according to payment terms
Numer ID Projektu: #7762645
O projekcie
25 freelancerów złożyło ofertę za ₹717822 w tym projekcie
Dear Sir, This is Sikander. I am having 14+ years of experience in software development and I am ready to start this job. Please discuss further. (with detail project specification) So, I can give you exact time fra Więcej
Hi, Please feel free to discuss the project with me ............................................................................ Thanks, Murtaza
Hello, I have gone through your project’s initial requirements with the help of the job posting you have placed I have requisite experience and expertise to complete your project successfully. I am very much sure to Więcej
I hereby submit my offer to develop and supply the application described in your advert. I shall bring over 20 years experience building enterprise business applications to this role. Please contact me if you have q Więcej
Hi i can work on your project and can help you with all the details required for you. Please state any other requirement you wish to mention.