Business process diagram
Fig.1. Reference book "Status of interaction with contractors".
The reference book, depending on the status of interaction with the counterparty, indicates the frequency of formation of the business process.
Fig.2. Card "Interaction statuses", on the example of the status "Hot potential", indication of the period and setting "Generate business process".
Using the document "Classification of buyers by stages of relationship", you can determine statuses for counterparties. The document can be formed periodically by the routine task (Fig. 3).
Fig.3. Document "Classification of buyers according to stages of relationship".
Fig.4. Specifying the status of interactions in the counterparty card.
The routine task automatically creates business processes at intervals specified in the statuses of relations with counterparties.
After setting the period, the automatic formation of the “Calling potential counterparties” business process takes place (Fig. 5).
Fig.5. Business process "Calling potential counterparties".
Examples of tasks
Fig.6. Formation of a task with the task of making a call to a potential counterparty.
Fig.7. Formed task with the task of making a call to a potential counterparty with the choice of proposal preparation or refusal.
Fig.8. Formed task with the task of preparing a proposal to a potential counterparty.
Fig.9. Formed task with the task of preparing a proposal to a potential counterparty, options.
Fig.10. The task "Set the cyclicality for the outlet" in the task created.
Fig.11. Ability to specify the task in the task for the main manager "Personal visit to the client".
Fig.12. Choices for visiting the client. Choice "Failure".
Fig.13. The established choice of personal customer visits "Failure". Automatically status of customer interactions is “Cold”. Change the frequency of dialing.
It is possible to implement this solution on the configurations of the BAS line (BAS Small Business, BAS Trade Management 3.2, BAS ERP, etc.).
Solution cost: from 10,000 UAH