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Sale management

Professional sales departments needs a professional tool, and with Seven we introduce the possibility to create sales guides to easier guide sales representative through the sale process. It is still easy to use and at the same time not limiting the user.

The motivation behind this is:

  • Make a workplace for the sales rep. that really helps him
  • Flexible enough for most sales situations
  • Collect the right data for analyzing and drilling to enable accurate forecast and the right coaching

Done by:

  • Lifting Sale as a main panel, like contact, project, selection and so on
  • Introduce type/category of sale opportunities
  • Each type of sale may have different sales processes

s-SalesGuide

 

The new MDO lists are available via the existing list APIs.

Sale

                Database.GetListItem( [Enumerations.SOTableId_EN] … )

                Database.GetListItems(  [Enumerations.SOTableId_EN] … )

  • SaleStage - same as old Probability, but now filtered according to the SaleType value.

 

[Database.GetStagesForSaleType]( item )

-          For filtering the stages list correctly.

 

Sale-          The sale this appointment is linked to

SuggestedAppointmentId

-          This appointment came from a sales guide

 

Sale-          The sale this document is linked to

SuggestedDocumentId

-          This document came from a sales guide

 

ActiveLinks

CanBeCompleted() – is the completed checkbox enabled for editing?

PostItText

NextDueDate

ReasonStalled

ReasonSold

ReasonLost

ReopenDate

SaleType

Stage

GetSuggestedAppointments()

GetSuggestedDocuments()

 

The Guide Admin will not be exposed via the COM API, like most of the admin client.

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