Plan sales operations with GreatWork.ai. Define opportunity records, ownership, review stages and the information needed for clear customer-facing handoffs.
Organize sales work around clear customer context and accountable next steps. Plan the records needed to understand an opportunity, its current decision stage and the colleague responsible for follow-up. Explore Sales as an administrative process that keeps proposals, questions and handoffs understandable, including what must be reviewed before a customer commitment moves toward delivery or another business function in your organization.
All modules · ERP & Finance
Where Sales fits
Define stages that reflect how your team actually makes progress, with agreed meanings and a clear owner. Identify the evidence needed to move an opportunity forward and who confirms that decision. Discuss reporting around outstanding follow-up, unclear ownership and information required from the customer. During setup, review how sales records should reference CRM, quotations and approved proposals. Keep the handoff explicit so delivery colleagues understand the agreed scope, the current references and any unresolved questions that still need a responsible person and a defined next action.
Practical workflows to discuss
- Plan ownership of the next action for a qualified opportunity.
- Outline review before a sales-to-delivery handoff.
- Define follow-up records for an opportunity awaiting customer clarification.
Plan your setup
- What evidence is required at each sales review stage?
- Who owns the opportunity when another department becomes involved?
- Which approved references must accompany a delivery handoff?
Explore Sales
Review this module in the GreatWork.ai live catalogue and discuss the records, reporting and configuration your team needs.
Related modules
Business suites: Sales, CRM & Marketing.
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