1. Overview & Value

1.1 Overview

The stage propeller is to promote the whole process flow of a business life cycle in the form of a process, match the standard business actions defined in different stages of the life cycle, and promote business success.

1.2 Value/Features

The enterprise business is divided into several stages, each stage has a clear task, promotes the whole process flow of the whole life cycle in the form of a process, predicts sales, and improves the enterprise order rate.
reversible, skippable, reactivable, and repeatable

For example, "the account's sales process is generally divided into several main stages (requirement analysis - telephone communication - door-to-door communication - plan quotation - business negotiation - contract signing - order completion)" The stage propeller can combine the account's sales process management with the process and deposit it into the system with a plan and goal.

2. Usage Scenes

• Opportunity Propulsion Process
  Salesperson follow up opportunities, analyze account needs during the follow-up process, obtain requirements through telephone or door-to-door communication, implement demo and sales program quotation, business negotiation and contract arrangement, and finally complete the whole process management of the order.

2.1 Scene Analysis

Requirement Analysis: that is, through the information integration phase of account feedback, how to realize whether the implementation plan can meet the account's needs, and if it is presented in the system, it needs to sell and implement the solution and upload it to the demand plan design under this business opportunity
Phone Communication: Need sales or implementation to call the account, and repeatedly confirm whether the plan matches the account's demand
Door-to-door Communication: The needs of accounts are more complicated, and face-to-face communication and demo presentations are required for accounts to see
Program Quotation: At this stage, sales need to provide accounts with quotations, purchase demand, discounts, etc., and when presented in the system, a quotation needs to be created under business opportunities
Business Negotiation: After the demand is settled, you need to enter into business negotiation, how to implement the project, and when to deliver it, etc. When it is presented in the system, you need to fill in the implementation system plan, the final price, the start time of implementation, the end time, and the final delivery product etc.
Contract Signing: All the finalized documents are placed on the contract, and a new contract data needs to be created in the system

2.2 Scene Configuration

Step 1

Step 2

• Basic Information
  Process Name: Opportunity Propulsion Process
  Process Description
  Applicable Scope: sales department, sales role
  Set Stage: demand analysis, telephone communication, door-to-door communication, plan quotation, business negotiation, contract signing, winning orders, losing orders
• Process Configuration: enter the process designer
  • Process Stage: demand analysis, telephone communication, door-to-door communication, program quotation, business negotiation, contract signing, winning orders, losing orders
  • Requirement Analysis: Please upload the scheme for configuration
    1. Task Name: Please upload the proposal
    2. Task Description: sales and implementation need to be completed together
    3. Which object to edit: Opportunity 2.0
    4. Which fields to edit: scheme design archive, which is an attachment field
    5. Who will handle it: the salesperson, or the person in charge of the data
  • Door-to-Door Communication:
    1. Task Name: Please come to the customer Demo
    2. Which object to edit: Opportunity 2.0
    3. Which fields to edit: Whether the customer is satisfied after the presentation is a single-choice field, satisfied or dissatisfied
    4. Who will handle it: the creator or the sales role or the person in charge
  • Program Quotation:
    1. Task Name: Please provide the customer with a suitable quotation
    2. Which object to create: Quotation
    3. Who will handle it: the creator or the sales role or the person in charge
  • Business Negotiation:
    1. Task Name: Please record the content of the negotiation
    2. Which object to edit: Opportunity 2.0
    3. Which fields to edit: final landing plan (attachment field), implementation start time, expected implementation end time, final delivery product (attachment field)
    4. Who will handle it: the creator or the sales role or the person in charge
  • Contract Signing:
    1. Task Name: sign a contract with the customer
    2. Which object to create: contract
    3. Who will handle it: creator or sales role or person in charge
  • Lost Order:
    1. Fill in the reason for lost order: Lost order reason (single-select field)
  • Save & Enable: People under the applicable scope can manually initiate the process.