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| **Tip:** For more on this subject see chapter [[en:handbuch:kapitel_3:3.11.04_das_kontaktsystem_-_crm |3.11.04 The Contact System]]. | **Tip:** For more on this subject see chapter [[en:handbuch:kapitel_3:3.11.04_das_kontaktsystem_-_crm |3.11.04 The Contact System]]. | ||
| - | {{:en:handbuch:kapitel_2:salespipeline.gif?direct}} | + | {{:en:handbuch:kapitel_2:salespipeline1.png|}} |
| - | {{:en:handbuch:kapitel_2:salespipeline2.gif?direct}} | + | |
| The form consists of the following elements: | The form consists of the following elements: | ||
| - | On the "Master Data" tab: | + | On the "Main" tab: |
| - | * **Number:** The element "Number" specifies distinctly the sales pipeline in System. | + | * **Customer:** This field assigns to the corresponding contact the sales pipeline. |
| - | * **Date:** This field specifies the creation date of the sales pipeline. | + | |
| - | * **Customer:** This field assigns to the corresponding contact the sales pipeline. | + | |
| * **Employee:** This field specifies the publisher of the sales pipeline. The emplyees can be difined or changed in the dokument [[en:handbuch:kapitel_2:2.01.24_basic_-_mitarbeiter|Employee]]. | * **Employee:** This field specifies the publisher of the sales pipeline. The emplyees can be difined or changed in the dokument [[en:handbuch:kapitel_2:2.01.24_basic_-_mitarbeiter|Employee]]. | ||
| + | * **Number:** The element "Number" specifies distinctly the sales pipeline in System. | ||
| * **Reference:** The doposited reference types of the collection can be selected and defined in the field reference (e.g. training, workshops, etc.). | * **Reference:** The doposited reference types of the collection can be selected and defined in the field reference (e.g. training, workshops, etc.). | ||
| * **Potential:** The in the Collections (see Administration Guide) defined gradation, regarding the quality of the business contact (e.g. A-contact, B-contact or C-contact) can be stored in the field Potential. | * **Potential:** The in the Collections (see Administration Guide) defined gradation, regarding the quality of the business contact (e.g. A-contact, B-contact or C-contact) can be stored in the field Potential. | ||
| - | * **Need for Action:** The in the Collections (see Administration Guide) defined gradation, regarding the need for action (e.g. low, significant or mandatory) can be stored in the field need for action. | + | * **SalesPhase:** The in the Collections (see Administration Guide) defined distribution phase(e.g. first contact, qualified contact, information material, presentation, offer, etc.) can be stored in the field distribution phase. |
| - | * **Sales Phase:** The in the Collections (see Administration Guide) defined distribution phase(e.g. first contact, qualified contact, information material, presentation, offer, etc.) can be stored in the field distribution phase. | + | * **NeedForAction:** The in the Collections (see Administration Guide) defined gradation, regarding the need for action (e.g. low, significant or mandatory) can be stored in the field need for action. |
| - | * **Offer:** The offer of the sales pipeline can (e.g. starting from the distribution phase "Offer") be assigned here. | + | * **SalesProbability:** The offer probability of the distribution activity is stored here. |
| - | * **Sales Probability:** The offer probability of the distribution activity is stored here. | + | * **Hours:** In service projects the potential work/input in hours can be stored here. |
| - | * **Incoming Order:** The time of the probable incoming order of the distribution activity is stored here. | + | * **BilledVolume:** In service projects this value is the product of the work/input in hours and the hourly rate. |
| - | * **Work/Effort in Hours:** In service projects the potential work/input in hours can be stored here. | + | * **Budget:** The total budget of the distribution activity is stored here. |
| - | * **Hourly Rate:** The potential hourly rate with service products can be stored here. | + | * **P.O. date:** This field specifies the creation date of the sales pipeline. |
| - | * **Calculated Order Value:** In service projects this value is the product of the work/input in hours and the hourly rate. | + | * **Price:** The potential hourly rate with service products can be stored here. |
| - | * **Order Value:** The potential order value of the distribution activity is stored (or calculated) here. In the example, an order of EUR 40.000,00 to the possibility of 75% is calculated in the beginning of February 2009. | + | * **VolumeOfSales:** The potential order value of the distribution activity is stored (or calculated) here. In the example, an order of EUR 40.000,00 to the possibility of 75% is calculated in the beginning of February 2012. |
| - | * **Budget:** The total budget of the distribution activity is stored here. | + | * **WeightedBudget:** |
| - | * **Comment:** Comments concerning the sales pipeline can be entered here. | + | * **Note:** Notes concerning the sales pipeline can be entered here. |
| - | * **Decision-Board:** As many decision-makers as needed, including their settings for the sales pipeline, can be stored here. These persons and their settings can be defined in the document decision-maker. | + | * **DecisionBoard:** As many decision-makers as needed, including their settings for the sales pipeline, can be stored here. These persons and their settings can be defined in the document decision-maker. |
| - | + | ||
| - | {{:en:handbuch:kapitel_2:salespipeline3.gif?direct}} | + | |
| + | {{:en:handbuch:kapitel_2:salespipeline2.png|}} | ||
| On the "Project Fields " tab: | On the "Project Fields " tab: | ||
| - | |||
| * **Project Name:** This field identifies the upcoming project. | * **Project Name:** This field identifies the upcoming project. | ||
| + | * **Project Time Span from/to:** The field "from" defines the prospective project begin and the field "to" defines the prospective project end of the potential project. | ||
| + | * **Priority:** This field specifies the priority of the potential project. | ||
| * **Unit:** In this field the responsible unit for the upcoming project is specified (usually a location or a department. Units can be modified in the **Unit** form. | * **Unit:** In this field the responsible unit for the upcoming project is specified (usually a location or a department. Units can be modified in the **Unit** form. | ||
| * **Project Manager:** This field specifies the potential project manager for the upcoming project. | * **Project Manager:** This field specifies the potential project manager for the upcoming project. | ||
| - | * **Priority:** This field specifies the priority of the potential project. | + | * **Project category:** |
| - | * **Project Time Span from/to:** The field "from" defines the prospective project begin and the field "to" defines the prospective project end of the potential project. | + | * **Product:** |
| + | * **Strategy:** | ||
| + | |||
| + | |||
| + | {{:en:handbuch:kapitel_2:salespipeline3.png|}} | ||
| + | |||
| + | On the "Skills" tab: | ||
| + | * **IT skills:** | ||
| + | * **Other IT skills:** | ||
| + | * **Language skills:** | ||
| + | * **Other language skills:** | ||
| + | * **Soft skills:** | ||
| + | | ||
en/handbuch/kapitel_2/2.01.16_basic_-_verkaufstrichter.1284120038.txt.gz · Last modified: 2019/10/25 14:09 (external edit)
