Job Description

Panduan cepat “siapa mengerjakan apa” di alur Contacts → CRM → Sales → Accounting. Gunakan sebagai pegangan harian.

1) Sales Admin

• Tugas inti: Input data Contacts (company & child contact), buat Quotation dari CRM.
• Aktivitas kunci: Lengkapi field alamat, email, NPWP; tambah contact Finance & Procurement; isi produk, harga, pajak, validity date.
• Output Odoo: Contact valid, Quotation Draft siap review.

2) Sales Executive

• Tugas inti: Buat Lead/Opportunity, follow-up, negosiasi, update stage & probability.
• Aktivitas kunci: Set Next Activity (call/email/meeting), catat di Chatter, mark Won/Lost (isi Lost Reason).
• Output Odoo: Pipeline terbarui, Opportunity Won/Lost, forecast akurat.

3) Sales Manager

• Tugas inti: Review pipeline mingguan, approve quotation khusus/strategis, coaching tim.
• Aktivitas kunci: Pantau Weighted Revenue, aging per stage, Lost Reason trend; set prioritas & re-assign jika perlu.
• Output Odoo: Quotation approved, action items per deal, forecast tim realistis.

4) Finance Officer

• Tugas inti: Buat & kirim Invoice dari Sales Order, Post invoice, jadwalkan reminder.
• Aktivitas kunci: Verifikasi billing contact (Finance), cek pajak/terms, Send by Email, set H−3/H+3 reminder.
• Output Odoo: Invoice Posted, jejak email, aktivitas follow-up tagihan.

5) Accountant

• Tugas inti: Register Payment, Bank Reconciliation, kontrol AR Aging.
• Aktivitas kunci: Cocokkan mutasi bank, alokasikan pembayaran ke invoice, tangani selisih (bank fee/adjustment).
• Output Odoo: Invoice Paid/Partially Paid, AR & cash flow akurat.

6) Marketing Officer

• Tugas inti: Kelola tag/segmentasi kontak & jalankan campaign (email/SMS).
• Aktivitas kunci: Tag Prospek → Customer → VIP; nurture lead Lost; kirim kampanye bertarget.
• Output Odoo: Lead berkualitas masuk CRM, peningkatan konversi dari campaign.

🔗 Titik Serah (Hand-off) Singkat

• Sales Admin → Sales Exec: Contact valid → buat Opportunity.
• Sales Exec → Sales Admin: Opportunity siap → buat Quotation.
• Sales Manager → Sales Admin: Approve/revisi Quotation → kirim ke customer.
• Sales → Finance Officer: SO confirmed → Create Invoice.
• Finance Officer → Accountant: Invoice posted → Register Payment & Reconcile.

📊 KPI Ringkas per Role

• Sales Exec: Win Rate, Activity Discipline (≥95% punya Next Activity), Cycle Time.
• Sales Admin: SLA pembuatan quotation (≤24 jam), akurasi pajak/terms.
• Sales Manager: Forecast accuracy, % stagnan >30 hari (target ↓).
• Finance Officer: On-time invoicing, on-time reminders.
• Accountant: DSO, Overdue ratio, rekonsiliasi tepat waktu.
• Marketing: Open/CTR campaign, lead-to-opportunity conversion.