CRM

Access the business module

On the top left corner, click the company logo -> select CRM.

../img/sales/sale_access.gif

Overview of the Quotation Process.

View detailed process

┌───────────────┐     ┌───────────────────────┐
│  Customer     │────▶│  Sales receives       │
│  sends request│     │  information          │
└───────────────┘     └──────────┬────────────┘
                                 │
                                 ▼
┌───────────────────────────────────────────────────────────────────────────┐
│                        Check price on the system                         │
└───────────┬───────────────────────────────────────┬───────────────────────┘
            │                                       │
            ▼                                       ▼
┌───────────────────────┐                  ┌───────────────────────────┐
│  Price available      │                  │  Price not available      │
└──────────┬────────────┘                  └───────────┬───────────────┘
           │                                           │
           ▼                                           ▼
┌────────────────────────────┐             ┌───────────────────────────┐
│  Request a Quote           │             │  Request Pricing          │
│  on the toolbar            │             │  on the toolbar           │
└──────────┬─────────────────┘             └───────────┬───────────────┘
           │                                           │
           ▼                                           ▼
┌────────────────────────────┐             ┌───────────────────────────┐
│  Create Inquiry Request    │             │  Create Inquiry Request   │
│  (no email sent)           │             │  (email sent automatically)│
└──────────┬─────────────────┘             └───────────┬───────────────┘
           │                                           │
           │                                           ▼
           │                              ┌─────────────────────────────┐
           │      ┌─────────────────────┐ │  Pricing Department         │
           └─────▶│  Request Pricing    │ │  updates information        │
           │      │(optional email)     │ └───────────┬─────────────────┘
           │      └─────────┬───────────┘             │
           │                │                         │
           │                ▼                         │
           │     ┌────────────────────────┐           │
           │     │ Pricing updates info   │           │
           │     │ (if any)               │           │
           │     └─────────┬──────────────┘           │
           │               │                          │
           ▼               ▼                          ▼
┌───────────────────────────────────────────────────────────────────────────┐
│                Create Quotation and send to customer                      │
└───────────────────────────────────────┬───────────────────────────────────┘
                                        │
                                        ▼
┌───────────────────────────────────────────────────────────────────────────┐
│                         Create Internal Booking                           │
└───────────────────────────────────────┬───────────────────────────────────┘
                                        │
                                        ▼
┌───────────────────────────────────────────────────────────────────────────┐
│         Update Inquiry Request status to "won"                            │
└───────────────────────────────────────────────────────────────────────────┘

1. Receive customer request.

Sales receives information from the customer.

2. Check and process price on CRM/System.

Sales checks the price on the CRM application. See instructions for searching prices here

Case 1: Price is available.
- Sales selects the price in the table and clicks the Request a Quote button on the toolbar.
- The system automatically creates a corresponding Inquiry Request (no email sent) and switches to the Quotation Form screen - enter quotation information.
- Sales can resend the request to Pricing by clicking the Request Pricing function button to confirm with pricing (optional).
  
  See instructions for sending price confirmation request here
- See detailed steps to create, edit, and send quotations here.

Case 2: Price is not available.

Sales uses the Request Pricing function on the toolbar, the system creates and sends an email to the Pricing department.

Note: For each service (Sea/ Air/ Truck) and Import/ Export, make sure to select the correct option on the screen before clicking the Request Pricing button.
See instructions for sending price check request here

+-------------------------+     +-------------------------------+     +--------------------------+
| Receive final price     | --> | Update customer feedback,     | --> | Create quotation & send  |
| from Pricing            |     | update status (Win/Mismatch)  |     | email to customer        |
+-------------------------+     +-------------------------------+     +--------------------------+

./img/update_status_quote.gif

3. Create, send quotation and confirm booking. See detailed instructions here

Sales edits the quotation (add other costs, margin, etc.).
Export the quotation to Excel file (Export (Excel)) or send email directly to the customer (Email sending is pending).
Sales creates Internal Booking and sends it to Customer Service with the previously entered selling information.
When Internal Booking is sent successfully:
- The system automatically updates the Inquiry Request status to "won".
- The system automatically sends a Zalo notification to Customer Service about the Internal Booking information.
- The system automatically updates the price feedback table, marking that price as won for the shipment with information: salesman name, volume, cargo details.

Instructions for other functions in CRM.

Overview of the Quotation Process.​

1. Receive customer request.​

2. Check and process price on CRM/System.​

3. Create, send quotation and confirm booking. See detailed instructions here​

Instructions for other functions in CRM.​

1. Create and manage potential customer information (Lead / Agent Potential).​

2. Create and manage customer information.​

3. Manage create request for Customer/Agent/Coloader.​

4. Create and manage tasks, reports for sales staff.​

5. Partner Reports.​

Overview of the Quotation Process.

1. Receive customer request.

2. Check and process price on CRM/System.

3. Create, send quotation and confirm booking. See detailed instructions here

Instructions for other functions in CRM.

1. Create and manage potential customer information (Lead / Agent Potential).

2. Create and manage customer information.

3. Manage create request for Customer/Agent/Coloader.

4. Create and manage tasks, reports for sales staff.

5. Partner Reports.