π Sales Executive (Budi)
β Membuat Opportunity di CRM:
"Implementasi Odoo ERP β PT Sinar Jaya Abadi"
β Contact Person: Andi Setiawan (Procurement Manager) β
β Update Stage: Qualified β Proposal
β Next Activity: Meeting Kamis 10:00
β
βΌ
π Sales Admin (Sari)
β Membuat Quotation: SO/PT-SJA/001 πΌ
β Customer: PT Sinar Jaya Abadi
β Contact: Andi Setiawan
β Product: Paket Implementasi Odoo ERP
β Total: Rp 166.500.000
β Kirim quotation ke Andi
β
βΌ
π Sales Manager (Pak Agus)
β Review & Approve quotation (karena > Rp 100 jt) π
β Monitor pipeline agar bergerak lancar
β
βΌ
π° Finance Officer (Maya)
β Membuat Invoice: INV/PT-SJA/001 π΅
β Customer: PT Sinar Jaya Abadi
β Invoice To: Rina Kartika (Finance Supervisor)
β Amount: Rp 166.500.000
β Kirim invoice ke Rina
β
βΌ
π Accountant (Doni)
β Mencatat pembayaran minggu depan π
β Payment Method: Bank Transfer
β Status Invoice: Open β Paid
β Revenue masuk ke kas perusahaan
π― Inti Studi Kasus
Andi = titik masuk awal (Procurement) β berhubungan dengan Sales Executive & Sales Admin.
Rina = titik akhir (Finance) β berhubungan dengan Finance Officer & Accountant.
Setiap role menyelesaikan tugasnya β alur CRM β Sales β Accounting berjalan mulus tanpa ada informasi tercecer.
π Dengan studi kasus ini, kita bisa membayangkan bagaimana flow visual hidup dalam praktik sehari-hari.

