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CRM Phase 1 (Functionality (Pipeline mgmt (Ability to generate quotes to…
CRM Phase 1
Functionality
Accounts & Contacts mgmt
Create new record
Create New Account / Contacts
Set up Parent/Child account
Update existing record
Update account details
Add/Edit/Remove contacts
Update Parent/Child account
Ability to re-assign accounts to different sales person
Ability to perform a batch update of new assigned sales person to account
(B2C) Ability to access AdminNet information
To sync new/updated AdminNet accounts to SFDC/BPMO
Pipeline mgmt
Converting lead to opportunity
Create new opportunity record
Update existing open opportunity
Ability to progress through sales stages in opportunity
Close lose/win opportunity
Ability to generate quotes to an opportunity
Ability to generate multiple quotes/proposals to an opportunity
Ability to choose & add multiple products to quote/proposal
Ability to mark primary quote/proposal to opportunity
Ability to view quote/proposal versions
Ability to apply line item discounts based on discount approval structure
Ability to input product offered price
Ability to input discounted % or $
Ability to add 'complementary' products
Ability to adjust down the price to $0
Ability to govern within SFDC/BPMO the amount/value of allowed complementary products offered based on discount structure
Ability to associate multiple sales person to an opportunity
Guided Selling capability
Ability to perform a batch update of opportunity owner
Activities mgmt
Meeting/Calendar activities
Ability to log meeting activities in SFDC/BPMO
Auto-sync capability between Outlook & SFDC/BPMO
Ability to associate meetings with Accounts & Opportunities
Emails
Ability to associate/link emails from Outlook to SFDC/BPMO
Ability to send outbound emails directly from SFDC/BPMO
File attachments
Ability to easily attach (drag&drop) files into SFDC/BPMO
Tasks
Ability to create new tasks
Ability to assign tasks to other users
Sales Order mgmt
Ability to generate sales order printable directly from SFDC/BPMO
Ability to select format in printable to expand/collapse bundle products
Ability to send sales order out to client directly from SFDC/BPMO
Ability to customise sales order printable to include sales person's signature (image)
Discount Approval workflow
Ability to have auto discount approval workflow within SFDC/BPMO
Automated notification to approval manager (within SFDC/BPMO and Outlook email) based on discount structure
Auto notification of approved discounts back to sales within SFDC/BPMO & Outlook email
Data duplication detection
Ability to have duplication detection prompt when new data is entered
Reports & Dashboards
Ability to view pipeline and forecast against target/quota
Ability for sales person to pull reports on their own accounts
To have standard reporting dashboards for sales person/manager
To have visibility on adoption rate
To have visibility on sales pipeline & forecasting
Visibility on sales meeting / client engagement activities
To have visibility on contract signed amount vs. quota/target
To have visibility on opportunity/proposal created/issued
Ability to extract report raw data for offline analysis
Process Management/Builder
Easy to manage/change/create processes
Very intuitive process builder UI
Users
Ability to structure sales person based on reporting hierarchy (by team/department)
SFDC/BPMO UI to only show information related to me or my role
Mobile app capability
Ability to view account & contacts information on mobile
Ability to add new Account/Contact via biz card image capture capability
Create new Opportunity record (with basic information)
Log/Create Meeting activities
Ability to send completed sales order to client directly from SFDC/BPMO
Data Migration
All Leads/Prospects/Customer records
Opportunities records
Sales Orders records
Activities
Meetings
File attachments
Invoice records
Contacts records