CRM- Processes
The CRM key processes are listed below:
- Campaign Management
- Lead Management
- Student Admission. Key activites that need to be performed in the given sequence are as given below:
Campaign Management
New Campaign Creation variant- Process flow
Various activities executed under this process are given below:
| Activity | Executed by | Navigation | Link |
|---|---|---|---|
| Planning the budget for the campaign | Senior Marketing Manager/Marketing Executive/Admission Manager | Home > CRM > Campaign > Add Campaign | [Click here] |
| Material Request Creation | Various Department | Home > Select Buying Module > Select Material request Creation | [Click Here] |
| Approval Process | As per Approval Matrix | Approval Workflow | [Click Here] |
| Material Request Submit | As per Approval Matrix | Home > Select Buying Module > Select Material request which we got the Approval | [Click Here] |
| Supplier Quotation Creation & Submit(Optional) | Various Department | "Navigation 1 (to create Independent supplier quotation): Home>Select Buying Module> Select Supplier Quotation Creation Navigation 2 (to create Supplier Quotation with reference to Material Request) or RFQ : Home>Select Buying Module> Select Material request > Select Request for quotation " | [Click Here] |
| Purchase Order Creation | Senior Marketing Manager | Home > Select Buying Module > Select Material request > Select Create Option > Click on Create Purchase Order | [Click Here] |
| Payment Request Creation | Senior Marketing Manager | Home > Select Buying Module > Select Purchase Invoice Created>Click on Create Tab> Select Payment Request | [Click Here] |
| Bank Entry Creation | Finance Business Partner | Home > Accounting > Bank Entry | [ClickHere] |
| Purchase Invoice Creation | Senior Marketing Manager | Home > Select Buying Module > Select Purchase Invoice Creation | [Click Here] |
| Partial Bank Entry Creation | Finance Business Partner | Home > Accounting > Bank Entry | [ClickHere] |
| Payment Reconciliation | AP Executive / Finance Manager | Home > Go to Accounting Module > Select Payables > Go to Payment Reconciliation | [Click Here] |
Lead Management
Various activities executed under this process are given below:
| Activity | Executed by | Navigation | Link |
|---|---|---|---|
| Lead Creation | Senior Marketing Manager/Marketing Executive/Admission Manager | Lead creation through SIS Website: Home> SIS Website OR Manual Lead Creation: Home > CRM > Lead > Add Lead in ERPNext | [Click here] |
| Lead Follow-Up Updation | Senior Marketing Manager/Marketing Executive/Admission Manager | Home > CRM >Sales Pipeline > Lead > Follow up tab | [Click here] |
| Lead Status Updation | Marketing Executive | Home > CRM > Lead > Lead List | [Click here] |
Student Admission
| Activity | Executed by | Navigation | Link |
|---|---|---|---|
| Lead Status Updation | Marketing Executive | Home > CRM > Lead > Lead List | [Click here] |