Sales Process

This article describes the sales process as up to Version 8. To review the possibilities of the Quote Configurator in Version 9 and later, go to Sales Process with Lightning Components article.

The Sales Process is the heart of the Enxoo Commerce solution. This is where:

Salespeople prepare offers for customers
The technical department prepares solution design
Cost items prices are agreed upon with suppliers
Approval processes are launched

All of these steps will be described in detail within the articles listed in the table of contents.

Subsections

Creating Sales Opportunity

The sales process begins when an Opportunity is registered in Salesforce. This is where key information about the deal is kept. In this article, you will learn how to initiate a sales process and fill in basic data.

Quote Configurator

Financial parameters calculation

Every price recalculation may impact the profitability of your deal. Enxoo for Communications offers a set of financial parameters that are calculated upon saving an item. In this document you will learn which parameters are actually calculated and what is the logic behind the calculation.

Quote Approval

Before an offer is presented to customer, it should be approved internally. Enxoo Commerce offers you a wide range of possibilities to customize approval process. In this article, you will get to know how details of quote approval process.

Opportunity Closing

Opportunity closing is the last step of sales process. In this article you will learn about the possible validation rules that are related to opportunity closing, as well as the results of finishing the sales process.

Feasibility Study

The feasibility study is a step that is done as a part of Sales Process and is specific for the telecom industry. After a list of products for a customer is configured, solution design team needs to review whether it is possible to deliver a service in selected locations and identify the potential costs of extending network capabilities. In this article, you will learn how you can track the feasibility process in Enxoo Commerce.

Cost Items Management

Cost Items are used to track the costs associated with service. They can refer to some internal resources that are reserved for a particular service or the resources obtained from partners called vendors.. Enxoo for Communications provides you with a solution to manage pricing information and quotation requests.