Pipeline Application Scenarios

1. Opportunity Pipeline Process

Sales teams track Opportunities - analyze customer needs during follow-up - gather requirements via phone calls or on-site visits - conduct product demos and provide sales Quotations - negotiate terms and finalize Contracts - manage the entire deal-closing cycle.

1.1 Scenario Analysis

Needs Assessment: Analyze how the Pipeline can address customer requirements based on feedback. In the system, sales and implementation teams upload proposed solutions under the Opportunity’s “Solution Design” section.
Phone Communication: Sales or implementation specialists confirm alignment between proposed solutions and customer needs through calls.
On-Site Visit: Conduct face-to-face meetings and live demos for complex requirements.
Quotation: Sales provides pricing, purchase volume, and discounts. In the system, create a Quotation under the Opportunity.
Negotiation: Finalize project implementation details (timeline, deliverables). The system records implementation plans, final pricing, start/end dates, and deliverables.
Contract Execution: Formalize agreed terms into a Contract. Create a Contract record in the system.

1.2 Configuration Steps

Step 1
picture coming soon:

Step 2
picture coming soon: