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

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