Open chuang8511 opened 2 weeks ago
Instill Core, Instill Cloud
The client information is scattered around in each sale / customer success.
Sales team want to sync the client status.
However, it is usual that sales contact their client with their personal tools.
It is tedious for sales to sync their progress for the team.
As a sales manager, he/she wants to supervise the status of each client.
Possible pipelines
Concrete example
p.s.
As a SEO writer, he/she wants to automate his/her writing. Then, he/she only needs to be a reviewer.
It can solve the problem in the real world.
Note: The sequence means the priority.
INS-5022 [Feature] [VDP] [Pipeline] Sales / Customer Success / Marketing tools
Is There an Existing Issue for This?
Where do you intend to apply this feature?
Instill Core, Instill Cloud
Is your Proposal Related to a Problem?
Background
The client information is scattered around in each sale / customer success.
Sales team want to sync the client status.
However, it is usual that sales contact their client with their personal tools.
It is tedious for sales to sync their progress for the team.
Describe Your Proposed Solution
User stories
Story 1
As a sales manager, he/she wants to supervise the status of each client.
Possible pipelines![image](https://github.com/instill-ai/instill-core/assets/64747455/47083608-cd63-4f8a-85cc-a4a0f35f691e)
Concrete example![image](https://github.com/instill-ai/instill-core/assets/64747455/f2c0154d-547e-42f0-a5fa-5dcd925166cf)
p.s.
Story 2
As a SEO writer, he/she wants to automate his/her writing. Then, he/she only needs to be a reviewer.
Possible pipelines![image](https://github.com/instill-ai/instill-core/assets/64747455/4d3b44e5-254a-4610-83b4-1b798f35ee1c)
Concrete example![image](https://github.com/instill-ai/instill-core/assets/64747455/23050815-ef8e-4be9-ab21-391a06972d32)
Highlight the Benefits
It can solve the problem in the real world.
Anything Else?
Possible components
Note: The sequence means the priority.
Application components
Sales tool
Social media
CRM (ERP / ERM)
Reference tools
Milestones
Note