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Strategic Insight 360 Strategic Analysis & SWOT Intelligence for Dolibarr
Strategic Insight 360 is not a simple SWOT form. It is a complete Strategic Diagnosis & Decision Intelligence System integrated into Dolibarr, part of the NEXT GESTION Business Strategy range (Module 02). It turns your Dolibarr data and business evidence into a rigorous, evidence-based strategy.
120.00 € -
Sales Estimates to Customer and Estimated Sale Price for Dolibarr
Add a real sales estimate step between the opportunity and the official quotation: the salesperson prices the deal in detail with its cost price and its estimated sale price, has the offer approved internally, sends it to the customer by email with the PDF attached automatically, then turns it into a commercial proposal in one click.
99.00 €
Prospecting follow-up Kanban
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The Prospecting Tracking Kanban module is a visual management tool designed to help track and organize sales prospecting activities. It lets you view leads and opportunities at different stages of the sales process, assign tasks to team members, and track progress.
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More info...
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Assistance contact@nextgestion.com |
| Licence : GNU General Public License 3.0 + |
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Description & Fonctionnalités
Prospecting follow-up Kanban
Below are the main features of Module: "Prospecting tracking Kanban": 1- The filter: The filter functionality of the Kanban prospecting module allows users to sort and display relevant information according to specific criteria. By applying filters such as status, contact date, lead, or lead source, teams can easily identify priority opportunities and tailor their sales approach accordingly. This feature helps improve the efficiency of the prospecting process by providing a personalized and targeted view of critical data for decision making. 2- Comments: The comments feature of the prospecting Kanban module facilitates communication and collaboration within the team. It allows members to exchange information, updates, and ideas directly on lead cards, ensuring clear and consistent tracking of interactions with every lead. This feature improves the efficiency and transparency of the prospecting process by centralizing communications and keeping everyone informed. 3- Managing tags and categories: The tags and categories functionality of the prospecting Kanban module makes it possible to classify and organize prospects according to customizable criteria. Tags offer a quick way to identify common characteristics or priorities, while categories structure prospects into larger groups. These features improve opportunity visibility and management by making it easier to find and track relevant leads for every team member.
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Installation
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), paramétré (
) si besoin depuis la page de configuration des modules et enfin utilisé.|
Démonstration
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Mises à jour et disponibilité
Les mises à jour correctives du module seront publiées sur le dolistore.
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Support
We are available for any questions.
If you have a problem with the operation of the module, please give us detailed information so that we can understand and reproduce the behavior. Email: h.nouib@nextconcept.ma |
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More than 100 Modules available in Dolistore:
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If you think this module is a fork of another one (published after the first one) or violates some terms or conditions of use (for users or vendors), you can make a report at dolistore@dolibarr.org