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  • Visio Process Flow Out Bound

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    दिनेश कुमार
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    The document outlines a sales process that involves using a CRM system to store customer data, generate leads through auto-dialing, create opportunities and accounts, prepare quotations, follow up with customers through calls, meetings, and product demos, and update the CRM with feedback, orders, or dead inquiries. The process aims to convert leads into customers through engagement and follow up activities.

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    Visio Process Flow Out Bound

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    The document outlines a sales process that involves using a CRM system to store customer data, generate leads through auto-dialing, create opportunities and accounts, prepare quotations, follow up with customers through calls, meetings, and product demos, and update the CRM with feedback, orders, or dead inquiries. The process aims to convert leads into customers through engagement and follow up activities.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    14 views1 page

    Visio Process Flow Out Bound

    Uploaded by

    दिनेश कुमार
    The document outlines a sales process that involves using a CRM system to store customer data, generate leads through auto-dialing, create opportunities and accounts, prepare quotations, follow up with customers through calls, meetings, and product demos, and update the CRM with feedback, orders, or dead inquiries. The process aims to convert leads into customers through engagement and follow up activities.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 1

    Data Synchronization

    DMS

    Data Transfer

    Out Bond Call


    CRM
    Convert Lead

    Company Higher
    Authority

    Auto Number Dialing

    Calling Executive1

    Mail

    Calling Executive2

    Calling Executive3

    CRM Data
    Update

    Create Opportunity
    Contact and Account
    Include Amount, Products,
    Expected Close Date etc..

    Notification

    Prepare
    Quotation

    Call to Customer

    Delivery Welcome
    Call

    Data Update
    For Dead Enquiry
    To CRM & DMS

    Feedback

    Wrong
    Number

    Enquiry

    Yes

    Follow up With Customer


    through Calls/Meetings/
    Visits & Product Demo

    Mail Notification

    Call Closed
    Follow up Data
    Update
    to CRM

    No

    Mail Notification

    Customer Agree

    Yes
    Switch off/
    Not
    Responding

    Yes

    Call Back on follow up


    date or Set up
    Reminder

    Enquiry with
    Customer/Dealer

    Positive
    Response

    Yes

    Opportunity Closed
    Won

    Order Placed

    No

    Dead Enquiry

    No

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