銷售流程 / CRM

業務

從潛在客戶開發、需求確認、報價提案到成交追蹤的完整銷售流程,每個階段有明確的推進標準和跟進時程。

humansystem
為什麼需要 OSOP

銷售流程的標準化直接影響成交率。OSOP 讓你定義每個階段的推進條件和自動提醒,確保不遺漏任何商機,並提供數據分析所需的結構化記錄。

Workflow Steps (6)

1
Lead Captured
system
2
SDR Qualifies Lead
human
3
Product Demo
human
4
Send Proposal
human
5
Negotiate Terms
human
6
Close Deal
human

Connections (6)

Lead CapturedSDR Qualifies Leadsequential
SDR Qualifies LeadProduct Demosequential
Product DemoSend Proposalsequential
Send ProposalNegotiate Termssequential
Negotiate TermsClose Dealsequential
Negotiate TermsSend Proposalconditionalstatus == 'revision_requested'
6
Steps
6
Connections
2
Node Types