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Customer application management - Coggle Diagram
Customer application management
CRM
Stages
Lead
Details validation
Desktop assessment
Site assessment
Loan applciation
Complete
Customer
communications
(Comms matrix)
Customer types
Lead
Application
Installation
Business process
Review Visio process map
desktop assessment
Check process steps
Recommend updates
Work orders
(manual)
Allocate to Upowr
Variation- Allocate back to EA
Var appr - Allocate back to Upowr
Quote customer
Quote approved
Submit finance application
Finance approved
Upowr allocate back to EA
UPowr site inspection
Improvement opportunity / deep dive
Clarify who does what
Align business process,
system, customer touch points
Ensure watertight process for
existing and future custs
Development -
what Paul can learn
Raise profile- Sales channel
lead not just sales person
Process skills
Communicating
summary of change
Analysis
Change recommendations &
implementation