The sales section's maintenance of customer information using "process data" was introduced in "Building an SFA System INSIDE a BPM System." Today we will offer a smaller process using these data.
<Tasks>
1. Estimate Data, 2. Request Print & Signature, 3. Advice, 4. Receive Estimate, 5. Send
[Estimate Creation <Notify Sales Staff>: "1. Estimate Data" screen]
This workflow sample assumes information such as the area code and address will be automatically sent from the "Lead—Negotiation—Order" process. This makes sure sales section do not make redundant inputs.
Moreover, visualization of human tasks such as "sending estimates" can lead to better credit. For example, if you record the day an estimate is sent, you can immediately answer questions from customers regarding when it will be delivered.
We also recommend managing package tracking codes.
The below workflow sample sends an automatic email to sales staff, notifying when the estimate is ready.
<Tasks>
1. Estimate Data, 2. Request Print & Signature, 3. Advice, 4. Receive Estimate, 5. Send
