Solution Architecture - Functional

Order Fulfilment, SLA monitoring, Contract

Management, Sales Invoice, Credit Control,
Commission & Financials

Manual or
Data
Import

Lead

Product Sync

Product/
Product Kit
On Qualify of Lead

Marketing
Batch Job to Fetch
Leads, Campaigns,
Campaign
Responses, Emails
from HubSpot in a
1hr interval

Create Opportunity
Number, Manual Credit
check ( for Ltd/PLC
Account Types),
Competitors,
Stakeholders,
Product/Services

Oppty

Account/
Contact

ITSC order will be

created as an
Opportunity based
on the Products in
ITSC Record

Quote Qualification
for Non-Std
Products with
Design Request

Quote
Oppty
Assessmen
t

Order Fulfilment
Add a new Order,
Change existing
TOR
Order(Contract),de
Approval
commission Order

ITSC

Contract
Goals/
Sales
Forecast

Create ITSC order

Basic Contract is
Synchronized

Invoice

Order

Activities

Activity of Type
External
Fulfilment

Basic Invoice is
Synchronized

Sales
Target
Mgmt.

Create Quote
in CRM

Online
Pricing Tool

Solution Architecture - Technical

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