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Stable version 2.0.1 (Compatible with OutSystems 11)

Other versions available for 10 and Older

Uploaded on 12 October 2018 by

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.