openSOURCE

openSOURCE

Did You Know?

Simple, efficient, yet affordable!

Dampak Data

Diagram Alur Dampak Data Kontak

Estimated reading: 1 minute 30 views
πŸ“‚ Contacts (Database Customer/Prospect)
   ↓ Data dasar: Nama, Email, Phone, Tags, Child Contacts
   β†’ PT Sinar Jaya Abadi
      β”œβ”€ Andi Setiawan (Procurement Manager)
      └─ Rina Kartika (Finance Supervisor)

───────────────────────────────────────────────
πŸ“ˆ CRM (Lead / Opportunity)
   - Data Customer & Contact Person otomatis terisi
   - Sales follow-up Andi β†’ Pipeline update
   - Expected Revenue tercatat

───────────────────────────────────────────────
🧾 Sales (Quotation / Sales Order)
   - Customer otomatis: PT Sinar Jaya Abadi
   - Contact Person: Andi (Procurement)
   - Data alamat/email langsung ditarik dari Contacts
   - Quotation β†’ Confirmed β†’ Sales Order

───────────────────────────────────────────────
πŸ’° Accounting (Invoice)
   - Customer otomatis: PT Sinar Jaya Abadi
   - Invoice bisa diarahkan ke Rina (Finance Supervisor)
   - Status invoice (Open / Paid) tercatat
   - Masuk laporan Accounts Receivable

🎯 Inti Diagram

  • Contacts β†’ CRM β†’ data kontak jadi dasar pembuatan lead/opportunity.

  • CRM β†’ Sales β†’ data otomatis dipakai untuk quotation/order.

  • Sales β†’ Accounting β†’ invoice langsung terhubung ke customer & contact yang tepat.

Dengan alur ini, kita bisa melihat bahwa satu input kontak yang benar akan memperlancar seluruh proses, sedangkan input yang salah bisa mengganggu semua tahap berikutnya.

Leave a Comment

Share this Doc

Diagram Alur Dampak Data Kontak

Or copy link

CONTENTS