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Sales force Automation Sample App (Free) – Joget Workflow

Submitted by swetaanand on Fri, 2012-06-08 13:46
joget workflow

Joget Workflow happens to be one of the promising products out there as far as Open Source BPM is concerned. This article gives you an insight on the Joget CRM (Customer Relationship Management) : Sales force Automation Sample App which comes with every Joget Workflow Install.

CRM helps your business communicate with prospects, share sales information, close deals and keep customers happy.

This App allows you to

·         Create a New Account

·         Add Contacts for an Account

·         Add Opportunities

·         Have an Approval workflow for Proposals

 This example is an excellent example of how you can do Non BPM Stuff like Master Data Management along with BPM Stuff, which some of the workflow tools do not do well.

Lets get started

Step 1: Launch the Application

Assuming you have installed Joget workflow on your Local machine, Youc an access the CRM App by using the URL

http://localhost:8080/jw/web/userview/crm/crm_userview_sales

Click on Login and Enter your credentials. If this is the first time you are Loggin in, you can put in “admin” as username and “admin” as password.

Step 2: Add a New Account

You can add a New Account by clicking on “New Account” link on the left side bar.

After adding the account you will be able to see the list as

You can download this list as CSV, Excel, XML, PDF etc.

 

Step 3: Add a New Contact

You can now add a New Contact to this Organization by clicking “New Contact”. The next page comes like the one below

Step 4: Add an Opportunity

You can add a Lead/opportunity by clicking on “New Opportunity”. A Screen like below comes up

 

Step 5: New Proposal Process

The New Proposal process is a workflow that you can use to track the overall Proposal Process. To initiate the same, click on “New Proposal Approval”. You can add an attachment which contains the actual proposal.

 

Step 6: Approve the Process

The Approval of the Process can be done by clicking on Task Inbox.

 

The system allows you to put in a Status and comments.

 


Sweta Anand
Business Process Analyst with experience in Investment Banking, Customer Support and operations. Has done Process documentation and standardization for several organizations
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