Super-Tracker Workflow.
It is important to understand that the key elements of Super-Tracker integrate with one another to form a cohesive workflow. That is, items entered in one screen will be transferred into subsequent screens to ensure data flow and accuracy.
For example, a call to a prospective client results in an expression of interest by that client. The client is entered as a contact. The sales opportunity is recorded using the contact information as a base. Based on the requirements of the sales opportunity Tasks and Events are developed and allocated to specific users. These Tasks and Events cover the administrative functions and sales functions (developing proposals and so on). As each Task is performed the users record the amount spent on the work - these entries are recorded on the timesheets.
Once the initial work is complete the sales opportunity and associated material are integrated to produce a quote. When the quote is accepted the sales opportunity is converted into a job. On completion of the job the customer is invoiced for the work and supplies. Payments can be recorded when received.
To review the sales process (or any part of it) a full range of reports is available. Follow up Tasks/Events can be arranged to ensure that any extra sales can be captured.
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