Stable version 2.0.1 (Compatible with OutSystems 11)

Other versions available for 10 and Older

Uploaded

on 12 October 2018

Sales Team

4.7

(18 ratings)

Details

The Sales sample app is a responsive application that provides the base functionality found in most CRM packages. It works across all devices and provides your sales force a great user experience. This sample app can be integrated with your existing systems and be fully customized to your specific company needs in a matter of weeks.

Ready to use functionality

Manage accounts, contacts and opportunities;
Register contact and company info gathered during discovery calls;
Log information of all your interactions with contacts;
Schedule follow-up tasks;
Register the estimated amount for an opportunity and the expected close date;
Update the opportunity stage (% close to completion);
Monitor your team's quarterly status and quotas;
See the opportunities that are estimated to close this quarter;
See the pipeline status and sales forecast for next quarter.

This application is part of a portfolio that serves as an example of Service Actions implementation.

As in the image below, the portfolio is composed of 4 applications and 5 core services in 3 different business areas: Human Resources, Sales & Marketing and Operations.

The implementation follows the best practices described in this documentation.