Overview
Sales Management is a business division that administers and tracks sales of a particular organization. This is achieved by applying the best sales techniques in a disciplined order, right from generating a lead to cracking the deal. This profit-driving nature of Sales Management makes it presence crucial for any organization to survive.
About the app
This app contains various modules for different uses providing a smooth flow to the app. Each module stores a specific kind of data for tracking and a few modules are linked or related to each other. The following points outline the purpose of the app's main modules and the flow of the app.
- Sales Reps are the anchors for Leads and Accounts. They own Leads, maintain accounts, create and track tasks and cases. The flow starts with assigning data about the sales reps, such as their name, email address etc.
- Once appointed, the sales reps can become Lead owners and maintain Accounts for Leads and tracking their sales. Therefore, Leads and Accounts form crucial modules of this app.
- When data starts generating for Leads and Accounts, there might be a need of certain requests, questions, tasks to be implemented etc. The Tasks and Cases modules are used to acknowledge these concerns. While Tasks can be created for Leads and Accounts, Cases can be created only for Accounts.
- You might want to have regular updates on specific Leads, Accounts and Cases that you think are important. You can choose to follow such modules and get updated through Feeds. These are generated for modules that you choose to follow.
- All sales and orders can be carried out and viewed under the Orders module. Initially a quote, after delivery, becomes an order.
- You also need to keep a track of the sales products, or inventory in other words, to have an idea of the most sold products or the products which are inactive etc. The Products module is used for this purpose which is also linked to Sales Order. The product inventory keeps getting updated based on the orders made.
- Finally and most importantly, it is necessary for you to know your expected and committed sales amount. Once your orders are done over a specific time period, you can compare estimated and actual sales under Forecasts module. Forecasts help you understand your business better.
Flowchart
The following image displays the flowchart of this app
Structure of the app
Here, we will discuss the skeletal presentation of the app, the various forms and reports that constitute this app. As mentioned earlier, few modules are inter-related so that data can be populated from one module to another. The following points explain the structure of this app along with it's module-wise functionalities.
- Created a form named "Sales Reps". It will store data about the sales representatives who will handle Leads and Accounts.
- Created a page "Feeds" for Leads, Accounts and Cases that you follow.
- Created a form named "Leads" to store leads details. The Lead Owner field will be related to Name field in the "Sales Reps" form. Reports include "My Leads", "All Leads" and "Following Leads". Any lead followed by you will appear in Feeds.
- Created a form named "Accounts" to store Leads, Contact details etc to group information under one account. The Account Owner field will be a related to Email field in the "Sales Reps" form. Reports include "My Accounts", "All Accounts" and "Following Accounts". Any Account followed by you will appear in Feeds.
- Created a form named "Cases" to raise a request or a question regarding an account. The Case Owner field will be a related to Email field in the "Sales Reps" form. Reports include "Pending Cases", "All Cases" and "Following Cases". Any Case followed by you will appear in Feeds.
- Created a form named "Tasks" to store important instructions for "Leads" and "Accounts". Reports include "All Tasks", "All Tasks Calendar" and "Following Tasks".
- Created a form "Products" to store the inventory details. This will help in keeping a track of active products along with its price and description.
- Created a form "Sales Order" to keep a track of Sales details. The Sales Order Owner will be related to Email field in "Sales Reps" form. The Account Name field will be a related Name field in Accounts form. The Add Product is a subform so that products can be chosen directly from the Products form. Reports include "All Quotes (all orders requested)", "All Orders (all successfull orders)", "Sales by Employee", "Sales by Region" and "Sales by All Employees".
- Created a form "Add Brief Forecasts" to store your sales statistics. This will store data of monthly committed and achieved amounts for a particular agent. Created another form "Add Detailed Forecasts" to store more details, such as monthly sales of a particular product along with committed and achieved amount.
Customize the app
