Business Process Flow in a Freight Quote Sales Cycle
By creating a business process flow in Dynamics CRM, you can design a process according to your sales cycle. Within our Dynamics CRM managed solution that we have designed, we have created a typical freight sales cycle that helps salesman qualify leads and close a freight quote.
Surucas Dynamics CRM Freight Business Process Flow
We have created the typical freight sales cycle as shown below.
- Freight Quote
- Close Opportunity
This process guides freight sales individuals to follow the freight sales process until the freight quote has been won or lost. Within this process, further customization can made be made to branch out different business rules within each stage of the business process flow to further assist the sales individual in receiving the proper information based on information provided by prospect.
Surucas has designed a managed solution for freight forwarders to manage freight quote requests. Freight Forwarders can use the “Surucas Freight Quote System” solution and import into Dynamics CRM to start using the features that will help all forwarders close more freight deals.
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