Hi, I'm Sales Pipeline Management Module

Referral

Invoice

Sales Order

Quote

Lead

Contact

Account

Opportunity

1. Generated Quotation

Cust Care search the targeted customer account in MetriCRM, then proceed to create the quotation as necessary.

2. Escalate To DTP Team

Upon order details confirmation and payment made. Invoice generated, Cust Care escalate the invoice to DTP team.

3. Auto Routing

MetriCRM system will perform auto-routing on the invoices to DTP & Production team member . Notification will get when the invoice has routed and assigned invoice to Production.

4. Auto Routing

DTP team member can view the order details and download the printing file for QC action. And change the invoice status. Upon QC completion, DTP team member shall escalate the invoice to Production.

5. Escalate To Logistics Team

Upon completion of production, Cust Care update the invoice. And then, production team members escalate the invoice to Logistics team.

6. Completed

MetriCRM system will perform auto-routing on the invoices to Logistics team member. Logistics team members update the invoice status as completion of delivery.

MetriCRM operates like a central sales process management system to manage the sales process where all sales orders and processes are registered and accessible by authorized users and managers. The purpose of this is to instantly bring clarity in the entire customer care support work area as to what is going on, who is doing what work, where the blockage part and resolution or attention to be placed.

Key Benefits

Screen Shot 2021 02 22 at 4.41.39 PM|At webbalance we provide customize website|Including: ePROFILE, eCATALOG, eSHOP, SEO, CRM|
Screen Shot 2021 02 22 at 6.16.59 PM|At webbalance we provide customize website|Including: ePROFILE, eCATALOG, eSHOP, SEO, CRM|
Screen Shot 2021 02 22 at 5.31.02 PM|At webbalance we provide customize website|Including: ePROFILE, eCATALOG, eSHOP, SEO, CRM|
Screen Shot 2021 02 22 at 6.18.01 PM|At webbalance we provide customize website|Including: ePROFILE, eCATALOG, eSHOP, SEO, CRM|