01REPRESENTATIVE SCENARIO
The quote-to-work-order line
- SITUATION
- The call notes, the product list and the quote that went out sit in different places. Once the order is confirmed, production goes back to sales to ask what the current terms are.
- WHAT IS BUILT
- The Meeting to Quote module ties the quote draft to the source note. The approved quote becomes the current record inside CRM Orchestration. Work order fields move into an orderly queue after a person approves.
- HOW IT IS MEASURED
- The time between the end of the call, the quote approval and the work order opening is followed from timestamps. Records that go back to sales because information was missing are reported separately, as exceptions.