What data (information fields) should be in the Deal document?
Posted: Thu Jan 23, 2025 5:12 am
In other cases, a "subprocess" is created, i.e. the stage is detailed in detail. And a list of automation requirements for each of the actions is prescribed. Creating a Deal. Similarly: after what conditions are met, the Deal will be created automatically? Answers to questions allow us to further detail the requirements for choosing and configuring CRM. Of course, if it is possible to optimize certain actions, we optimize them. And so, stage by stage, you think through everything in detail. As a result, you get a clear and unambiguous solution - how it should work and what is needed for this.
That is, in the process of developing a process model kazakhstan whatsapp number data and detailing it, you receive all the necessary information: What exactly needs to be done to achieve the desired result. What resources do you need: computer capacity, other equipment (phones, scanners, IP telephony, cash registers, etc.). This list also includes people - at what stages and in what way will employees act. And what qualifications of the performer are needed in each case. What software system requirements are important to you? A ready-made list of requirements will help you quickly select one or more that are really suitable from the list of “possibly suitable”.
And then decide based on the price, employee preferences or any additional wishes. How the software system (or systems) should be configured. That is, you will be able to quickly and clearly describe to a technical specialist what documents and reference books are needed, what fields they should have to be filled in, what tasks should be formed in what order, etc. Thus, the process model essentially becomes the basis for all further decisions. Process approach to work plan development So, you have created a process model of future automation or optimization of some work.
That is, in the process of developing a process model kazakhstan whatsapp number data and detailing it, you receive all the necessary information: What exactly needs to be done to achieve the desired result. What resources do you need: computer capacity, other equipment (phones, scanners, IP telephony, cash registers, etc.). This list also includes people - at what stages and in what way will employees act. And what qualifications of the performer are needed in each case. What software system requirements are important to you? A ready-made list of requirements will help you quickly select one or more that are really suitable from the list of “possibly suitable”.
And then decide based on the price, employee preferences or any additional wishes. How the software system (or systems) should be configured. That is, you will be able to quickly and clearly describe to a technical specialist what documents and reference books are needed, what fields they should have to be filled in, what tasks should be formed in what order, etc. Thus, the process model essentially becomes the basis for all further decisions. Process approach to work plan development So, you have created a process model of future automation or optimization of some work.