Suggestions for Customer Relationship Management (CRM) Process Overview page

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Suggestions for Customer Relationship Management (CRM) Process Overview page

Aditya Sharma
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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Re: Suggestions for Customer Relationship Management (CRM) Process Overview page

Aditya Sharma
Image links got broken I guess.

Lead Management:
https://drive.google.com/open?id=0B27ZznUMte3BNTFnNU9xa0Vxbkk

Sales Management:
 https://drive.google.com/open?id=0B27ZznUMte3BNjZZdHpnbnF4RjQ

Thanks and Regards,

*Aditya Sharma* | Enterprise Software Engineer
HotWax Systems <http://www.hotwaxsystems.com/>
<https://www.linkedin.com/in/aditya-sharma-78291810a/>

On Mon, Oct 9, 2017 at 4:49 PM, Aditya Sharma <
[hidden email]> wrote:

> 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
>    <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
>    <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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Re: Suggestions for Customer Relationship Management (CRM) Process Overview page

Jacques Le Roux
Administrator
In reply to this post by Aditya Sharma
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/>
>