In the Fast ERP system, the Pre-Sales module plays a crucial role in managing the initial stages of the sales cycle.
- The Quotation Document is the initial step in the pre-sales process.
- After creating the quotation, the next step is to submit it to the customer for review.
- This stage involves monitoring the customer's acknowledgment or receipt of the quotation.
- Follow-ups may include communication via email, phone calls, or other channels to address any questions.
- Once the customer decides to move forward with the purchase, the sales team generates an order confirmation.