User Interface
Personal home page with the following elements:
list of new leads
list of , contacts, accounts | upcoming tasks for each lead | reminders for expiring contracts, surveys to request | List of contacts with long time no follow up | Product and Pricing lists | Eligibility for discount | request approval for discount | visibility into projected margin when requesting a discount | incoming signals of upsell opportunity from support or marketing | alert on new reviews | link to request CSAT survey | progress against quaterly sales target personal report | Personal productivity and patterns report | Automated time logs captured by the system + easy manual time tracking module | Opportunities scoring and prioritization by deadline / size etc. mechanism | Read and write access to MoMs, contracts, etc. templates | link to personal calendar for demo scheduling | schedule kickoff call with PM and make intro
Funds out the need -> sends quote -> discount approval -> prepares contract, HLD, payment schedule, etc. -> close deal handover to PM -> tracks delivery progress (to claim sales comission), follows up on payments, etc.
Ability to input and track new leads.
Functionality for scheduling meetings, calls, and sending emails.
System for generating, facilitating approval, and e-signing quotes.
Contract editing and management capabilities.
Invoice status tracking.
Integration with tools for upselling and version upgrades.
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