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Traxis Customer Journey

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Lead / Prospect

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Add Company/Contact info to the system as Lead
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Keep information about all communication
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Plan your next follow up
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Convert Lead to Company/Contact
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Proposal

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Use SAP dataport for Aricles and prices
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Create Quotations with positions and use Word Quotation templates
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Copy order, customer and contact automatically to SAP with SAP dataport and receive SAP debtornumber and -ordernumber
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Agreement

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Create an order from quotation
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Copy order, customer and contact automatically to SAP with SAP dataport and receive SAP debtornumber and -ordernumber
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