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From Jacques Le Roux <jacques.le.r...@les7arts.com>
Subject Re: Suggestions for Customer Relationship Management (CRM) Process Overview page
Date Sat, 28 Oct 2017 16:52:31 GMT
Thanks Sonal,

Sounds good to me

Jacques


Le 28/10/2017 à 12:40, Sonal Patwari a écrit :
> Hello Aditya and Jacques,
>
> Thanks for the suggestions.
> I have made the appropriate changes in the document. Please have a look CRM
> Process Overview
> <https://cwiki.apache.org/confluence/display/OFBIZ/Customer+Relationship+Management+%28CRM%29+Process+Overview>
> .
>
> On Fri, Oct 20, 2017 at 5:04 PM, Jacques Le Roux <
> jacques.le.roux@les7arts.com> wrote:
>
>> Hi Aditya,
>>
>> Sorry to be late, I agree with you.
>>
>> Jacques
>>
>>
>>
>> Le 09/10/2017 à 13:19, Aditya Sharma a écrit :
>>
>>> Hello all,
>>>
>>> I would like to suggest some changes in process diagrams of Customer
>>> Relationship Management (CRM) Process Overview page (
>>> https://cwiki.apache.org/confluence/x/RpJjB).
>>>
>>>
>>>      1. For the "*Lead Management*":
>>>      Lead can be acquired from various sources like a campaign, conference,
>>>      website etc so the first activity cannot be "Call CSR".
>>>      Please refer: https://drive.google.com/open?id=
>>>      0B27ZznUMte3BNTFnNU9xa0Vxbkk
>>>      2. For the "*Sales Forecast*":
>>>      As defined:
>>>      Sales Forecast is a process of estimating sales that a company expects
>>>      within a specific period. It helps a company to speculate short-term
>>> and
>>>      long-term performance.
>>>      As forecast is an estimated future sale, it is the Sales Manager or
>>> any
>>>      other designation from management responsible for making or approving
>>> such
>>>      estimates. So the first activity "Call CSR" seems to be futile here.
>>>      Please refer: https://drive.google.com/open?id=
>>>      0B27ZznUMte3BNjZZdHpnbnF4RjQ
>>>
>>> Please enlighten me if I missed something.
>>>
>>> Thanks and Regards,
>>>
>>> *Aditya Sharma* | Enterprise Software Engineer
>>> HotWax Systems <http://www.hotwaxsystems.com/>
>>> <https://www.linkedin.com/in/aditya-sharma-78291810a/>
>>>
>>>
>


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