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ServiceNav CC & Project Management: from order to delivery

Project flow
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Bruno RICHOUX
Product and Service Director

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Originally intended for pre-sales, sales and after-sales activities, the CRM tool was struggling to keep track of projectsfrom the moment the order is signed to the moment it is invoiced.

The project management features of ServiceNav Customer Care offer a workflow for input/tracking, around the delivery of your projects.

This flow is used by Coservit teams, in the framework of the delivery of ServiceNav projects.

Project_Flow

The steps are as follows:

  • The opportunity is won
    • its stage is "Ordered and not delivered
    • its status is "Won
1
  • The project manager launches the project
    • click on the "Launch project" button, on the Opportunity
    • a "Project" assistance request is created and attached to the Opportunity
    • it is proposed to enter the time sold
    • if the customer has the link SNCC Plus (Opportunities Sage GesCo sales documents), the lines of the order form are converted into actions on this request (corresponding to the services sold)
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3
  • The consultant creates/plans/realizes the different project actions, within the application
    • recording of work done
    • Time entry (task and trip)
4
  • The project manager follows, through its dashboard, the progress of the project and the variances on time sold
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  • The project leader is notified when all project actions are completed
  • It can perform the recipe and close out the project. The request is closed and the billing department is informed

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