銷售管道

Human ↔ Human

完整的 B2B 銷售週期，從潛在客戶開發、資格審核、產品展示、提案、議價到成交。

6 個節點 · 6 條連接sales

humansystem

視覺化

開發潛在客戶system

透過表單、活動或引薦取得的潛在客戶資料，並登錄至 CRM。

↓sequential→ 銷售開發代表進行資格審核

銷售開發代表進行資格審核human

銷售開發代表進行探索性通話，並對潛在客戶進行評分。

↓sequential→ 產品展示

產品展示human

客戶主管提供量身打造的產品示範。

↓sequential→ 發送提案

發送提案human

客戶主管準備並發送詳細的定價提案。

↓sequential→ 議價

議價human

客戶主管與潛在客戶就定價、條款及合約細節進行協商。

↓sequential→ 成交

↓conditional→ 發送提案

成交human

合約簽署完成，交易在 CRM 中標記為已成交。

在編輯器開啟

uc-sales-pipeline.osop.yaml

osop_version: "1.0"
id: "sales-pipeline"
name:"銷售管道"
description:"完整的 B2B 銷售週期，從潛在客戶開發、資格審核、產品展示、提案、議價到成交。"

nodes:
  - id: "lead_captured"
    type: "system"
    subtype: "action"
    name: "開發潛在客戶"
    description: "透過表單、活動或引薦取得的潛在客戶資料，並登錄至 CRM。"

  - id: "sdr_qualify"
    type: "human"
    subtype: "input"
    name: "銷售開發代表進行資格審核"
    description: "銷售開發代表進行探索性通話，並對潛在客戶進行評分。"

  - id: "demo"
    type: "human"
    subtype: "input"
    name: "產品展示"
    description: "客戶主管提供量身打造的產品示範。"

  - id: "proposal"
    type: "human"
    subtype: "input"
    name: "發送提案"
    description: "客戶主管準備並發送詳細的定價提案。"

  - id: "negotiate"
    type: "human"
    subtype: "input"
    name: "議價"
    description: "客戶主管與潛在客戶就定價、條款及合約細節進行協商。"

  - id: "close"
    type: "human"
    subtype: "review"
    name: "成交"
    description: "合約簽署完成，交易在 CRM 中標記為已成交。"

edges:
  - from: "lead_captured"
    to: "sdr_qualify"
    mode: "sequential"
  - from: "sdr_qualify"
    to: "demo"
    mode: "sequential"
  - from: "demo"
    to: "proposal"
    mode: "sequential"
  - from: "proposal"
    to: "negotiate"
    mode: "sequential"
  - from: "negotiate"
    to: "close"
    mode: "sequential"
  - from: "negotiate"
    to: "proposal"
    mode: "conditional"
    when: "status == 'revision_requested'"
    label: "Proposal revision needed"