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
system2
SDR Qualifies Lead
human3
Product Demo
human4
Send Proposal
human5
Negotiate Terms
human6
Close Deal
humanConnections (6)
Lead Captured→SDR Qualifies Leadsequential
SDR Qualifies Lead→Product Demosequential
Product Demo→Send Proposalsequential
Send Proposal→Negotiate Termssequential
Negotiate Terms→Close Dealsequential
Negotiate Terms→Send Proposalconditionalstatus == 'revision_requested'
6
Steps
6
Connections
2
Node Types