Enter a new organization

Every sales cycle starts by inserting a new prospect. To create a new prospect; Go to the Organizations Tab in main menu and click ‘New Organization’. Fill in the available data and press Save & Close

Start a discussion

This newly added organization will transfer to ‘Organisations>Free Organizations’ page. Now, the next logical step is to initiate a discussion with the prospect for understanding the potential. For this, go to ‘Organisations>Free Organizations’ page and left click on the organization. This will pop up a context menu. Click on ‘Initiate Interaction’ option. In Initiate Interaction page, go to ‘Organization Status’ field and select ‘Action Started’ from ‘Sub Status’ drop down.

Now go to ‘Call Interaction’ field and select any available option from the ‘Interaction Type’. Also mention details of the interaction in ‘Details’ field.

Finally plan a follow up action as per the interaction and save the changes.

Follow up and forward the discussion

This Free Organization will get locked to the user who has started interaction with the client and hence it will be transferred to ‘Organisations>Locked Organizations’.

Depending on the action you have planned, the organization will also appear in ‘Organisation>Due Action’ page. On due date you can follow up previous discussion and plan next action on the basis of results. This cycle will continue till you identify a suitable opportunity.

Identify and create opportunities

In order to create an opportunity, after identifying the one, you may go to ‘Organisations>Due Action’ page or ‘Organisations>Locked Organizations’ page. Left click on the organization for the context menu and select ‘Create opportunity’. Fill the desired information and save changes.

You should also plan next action on the opportunity. Though it is optional, but is highly recommendable so that you should not skip an opportunity. For this go to Opportunities menu Tab > Select Open Opportunities. Left click on the opportunity for the context menu and select ‘Record Interaction’.

Follow up on the opportunities

To follow up the opportunity, go to ‘Opportunities> Due Opportunities’. By default you can see opportunities which have action due for today. In order to see all opportunities, click ‘Action Date’ filter and select 'All' option.

Click on the opportunity and select ‘Record Interaction’ from context menu. Fill in the information on the basis of interaction and save changes. You could continue defining next actions for the opportunity till it is mature enough to be either stated as ‘Won’ or ‘Lost’ or may require to provide a quote to the prospect. For any of these situations go to ‘Opportunities>Due Opportunities’ page and select an opportunity. Left click on the opportunity for the context menu. From here you may either select ‘Won’ or ‘Lost’ or may select ‘Request for Quote’ to provide a quote to prospect depending on the opportunity status.

Provide quote

In order to request for quote, go to the ‘Opportunities>Due Opportunities’ page and select the opportunity. Left click for context menu and then select ‘Request for Quote’. Fill in all the detail along with the name of the manager who should provide quote for this opportunity and save the changes.

To create a quote now you need to log in using Quote Manger’s user credentials and role selected should be that of ‘Quote Manager’. Go to ‘Quotes>Open Quote’ menu Tab and see all due quotes. Select the quote request and left click for context menu. You could either delegate the quote to some one or may approve it yourself. Delegating the quote would ask the e-mail ID of the executive to whom you wish to delegate the request. In case you decide to approve it yourself, then attach the estimation sheet and write appropriate comments and save the changes.

Close the deal

Role of Sales Manager comes in picture again, after you receive go ahead from client. Log in using Sales Manger’s user credentials and the role selected should be that of ‘Sales Manager’. Go to ‘Opportunities>Due Opportunities’ page, select the opportunities and left click for context menu. Select ‘Won’ option. And you have closed the deal successfully. Congratulations!