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Sales process

Teoretically all the sales process are some form of the following:

  1. inbound/outbound first contact
  2. case/deal creation
  3. offering
  4. acceptance/rejection
  5. if acepted collecting the payment
  6. realization

Of course the chronology and terms vary within companies or even teams in one of them. This basic description is easily recreated in Helmdeck and can be modified accordingly to factual sales stages of the company. Notice how connected the elements are such as offers, deals, orders and invoices and that you can go back and forth with them while still keeping links inside one case. For composition of highly customized sales process use the following capabilities of Helmdeck:

  • dictionaries
  • fields
  • forms
  • tiles
  • workflow
  • print templates
  • notifications