The Forecast workflow / Service as product
Hi,
as I am new to Zoho and have no account, I have some questions before we would try it out:
1) Our workflow ist like this:
a) Opportunity - a potential customer is identified for a theme/service. Time frame ist not exactly determined, revenue amount dito (although i "force" people to add data!)
realization chance typically is >0 and <20 percent
b)Lead - a more concrete demand of a customer which is one step before a binding offer. Timeframe is known, revenue size dito.
realization chance typically is >=20 and <40 percent
c) Offer - a concrete offer, all customer requirements are known and all services determined, start and end date are know, revenue amout is exactly known, the time for a final decision is in the next 2-4 weeks.
realization chance typically is >50 percent (except if i know that customer has 2 or more other offers)
d) Order - we got it!
is this flow covered by Zoho? my 1st impression is that zoho handles the process with other terms and steps.
2) we are a service company. We deliver services and software products. Nearly every product is combined with an integration project.
So our products/services are time based. This means that i need a forecast mechanism, which calculates the amount for every month of project duration.
It is not like selling a couple of printers, where the revenue comes, when i get the order. Our revenue is distributed over the different months between project start and project end.
Does the forecast mechnism support this requirement?
3) We have a solution in use, which supports all those features and some more...
How is the migration support?
YOurs,
Ralph