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/>

[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/>
>

[Jacques Le Roux]

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/>
>

[Sonal Patwari]

Hello Aditya and Jacques,

Thanks for the suggestions.
I have made the appropriate changes in the document. Please have a look CRM
Process Overview
<https://cwiki.apache.org/confluence/display/OFBIZ/Customer+Relationship+Management+%28CRM%29+Process+Overview>
.

On Fri, Oct 20, 2017 at 5:04 PM, Jacques Le Roux <
[hidden email]> wrote:

> 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/>
>>
>>
>

--
Sonal Patwari
www.hotwaxsystems.com

[Jacques Le Roux]

Thanks Sonal,

Sounds good to me

Jacques


Le 28/10/2017 à 12:40, Sonal Patwari a écrit :

> Hello Aditya and Jacques,
>
> Thanks for the suggestions.
> I have made the appropriate changes in the document. Please have a look CRM
> Process Overview
> <https://cwiki.apache.org/confluence/display/OFBIZ/Customer+Relationship+Management+%28CRM%29+Process+Overview>
> .
>
> On Fri, Oct 20, 2017 at 5:04 PM, Jacques Le Roux <
> [hidden email]> wrote:
>
>> 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/>
>>>
>>>
>