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CC ServiceNav & Project Management: from order to delivery

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Bruno RICHOUX
Product and Service Director

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Natively designed for pre-sales, sales, and after-sales activities, the CRM tool had difficulty in ensuring the follow-up of projectsfrom the signing of the order to their invoicing.

The project management features of ServiceNav Customer Care propose a workflow for data entry and monitoring, around the delivery of your projects.

This flow is used by the Coservit teams, as part of the delivery of ServiceNav projects.

, CCNav Service & Project Management: from order to delivery

The steps are as follows:

  • The opportunity is won
    • its stage is "ordered and not delivered".
    • her status is "Earned."
, CCNav Service & Project Management: from order to delivery
  • The project manager launches the project
    • click on the button " Launch project ", on the Opportunity
    • a request for assistance of a "Project" nature is created and attached to the Opportunity
    • it is proposed to fill in the time sold
    • if the customer has the link NCCS Plus (Opportunities <> Sage GesCo sales parts), the lines of the order form are converted into shares on this request (corresponding to the services sold)
, CCNav Service & Project Management: from order to delivery
, CCNav Service & Project Management: from order to delivery
  • Consultant creates/plans/performs the different project actions, within the application
    • work performed
    • Time recording (intervention and travel)
, CCNav Service & Project Management: from order to delivery
  • The project manager follows, by its dashboard, the progress of the project and the variances on time sold
, CCNav Service & Project Management: from order to delivery
  • The project leader shall be notified when all project actions have been completed
  • It can perform the recipe and settle the bill. The request is closed and the invoicing department is informed.

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