CRM Application for Sales, Operations, Post Purchase Order, Delivery and Finance

Zamknięty Opublikowano May 29, 2015 Płatność przy odbiorze
Zamknięty 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

.NET Programowanie zwinne (Agile) Microsoft SQL Serwer

Numer ID Projektu: #7762645

O projekcie

25 ofert Zdalny projekt Aktywny Jul 5, 2015

25 freelancerów złożyło ofertę za ₹717822 w tym projekcie

sikandermandal

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

₹800000 INR w ciągu 70 dni
(30 Oceny)
6.1
nuked24

Hi, you want site will develop on only .net or you prefer php framework as well ? all website work will done from scratch and design you will provide means webpage on HTML or PSD format ? how the payment syste Więcej

₹842105 INR w ciągu 120 dni
(4 Oceny)
5.4
murtaza1981

Hi, Please feel free to discuss the project with me ............................................................................ Thanks, Murtaza

₹750000 INR w ciągu 90 dni
(7 Oceny)
4.1
techcherry

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

₹666666 INR w ciągu 45 dni
(1 Ocena)
0.5
finesohan

A proposal has not yet been provided

₹777777 INR w ciągu 50 dni
(0 Oceny)
0.0
alltechworks

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

₹777777 INR w ciągu 60 dni
(0 Oceny)
0.0
sonugk

A continuous(Agile/Scrum) project with 6 months development phase and 1 year support after development for small changes and bug fixes. 1 dedicated full time(9 hours a day) support guy in 1 year support duration. I hav Więcej

₹755555 INR w ciągu 180 dni
(0 Oceny)
0.0
chandanasish

A proposal has not yet been provided

₹1000000 INR w ciągu 15 dni
(0 Oceny)
0.0
Solzit

We are a team of Microsoft Certified Professionals - CRM experts and have successfully completed more than 40 projects for our customers across globe primarily in US, UK, Australia, HongKong, Germany, etc. The team l Więcej

₹777777 INR w ciągu 60 dni
(0 Oceny)
0.0
pulse123

A proposal has not yet been provided

₹555555 INR w ciągu 30 dni
(0 Oceny)
0.0
Sudheer18

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.

₹800000 INR w ciągu 3 dni
(0 Oceny)
0.0
AkloInfTech

A proposal has not yet been provided

₹833333 INR w ciągu 10 dni
(0 Oceny)
0.0