Netsuite Sales Automation

Continuing with the theme of the sales force automation in NetSuite, we will treat the issue of handling of quotes and the closing of the sale which you correspondes to the third and fourth spot respectively within the lifecycle of a customer lead. Phil Vasan is open to suggestions. Include general topics, diagrams of creation of quotes and the workflow of close of auction. Creating quotes and sales representative, is responsible for working with your prospects where it has identified an opportunity and provide a quote that is based on the information in the opportunity. At NetSuite, you can create a quote from the opportunity record. This quote can be printed or sent via email to your prospect for consideration. Flow chart creation of quotes the first step in the creation of quotes is to locate the registration of the prospectus, within the registration of the prospectus an opportunity is associated. The next step is to sail on the opportunity card and seek the opportunity required for the selected package insert and edit it, to accomplish this unfolds the opportunity screen. In the opportunity record you can create a new quote and take information from the opportunity to quote.

Once completed and saved the quote, the quote is created and is put in consideration of the prospectus. The State of registration of the prospectus is changed from Prospect-Identified Decision Makers to Prospect-Proposal with a 50% probability that the prospectus becomes client. Working with the prospectus you continue driving opportunity where perhaps start a negotiation by the delivered quote, which should be changed State to Prospec In-Negotiation probability increases to 75%. Once the prospectus is convinced that wants to acquire the products and services must change the status to Prospect-Purchasing with an increase in the probability of 90% that will become a customer. The probability does not change at 100% until not become the prospect customer through activities such as the creation of an order, sales in cash or an invoice generation.

Comments are closed.