Application Plan — Lead to Customer & Post-Sales
Every deal is one tracked shipment — from first lead to signed contract and delivered order.
A workflow-wise CRM plan that carries an export deal through six stages and five teams under one continuous history — while always answering the two questions that matter.
The Deal Thread
One record changes type as it advances but keeps a single deal_id, its full timeline,
and a documented owner trail — like a shipment moving station to station under one tracking number.
└─ same deal_id · full timeline · owner trail — never reset on conversion ─┘
The two tracked fields
Status
Where the record sits in its lifecycle, validated by a state machine so no stage is skipped or set to an impossible value.
Owner
Exactly one person and team responsible right now. Every hand-off reassigns the owner and is written to the audit log.
Goals & scope
In scope
- Lead capture, enrichment, qualification, assignment
- Opportunity & pre-sales requirement capture
- Quotation with cross-team pricing
- Sampling: prepare → QA → dispatch → feedback
- Contract: documents → approval → customer conversion
- Post-sales: production, packaging, logistics, payment
- KPI dashboard + buyer portal + escalation chain
Out of scope (for now)
- Full ERP / accounting replacement (SAP integrates for stock)
- Marketing automation beyond the drip-campaign hook
Cross-functional teams
| Team | Responsibilities |
|---|---|
| Sales | Lead engagement, quotes & follow-ups, contracts & communication |
| Purchase | Pricing, sample sourcing, vendor coordination |
| Production | Sample preparation, production planning, quality handover |
| QA | Sample inspection, document preparation, approvals |
| Logistics | Shipping & documentation, delivery updates, tracking |
Roles: Sales Rep (owns assigned work) · Manager (approves, escalation L1) · Top Management (escalation L2, dashboards) · Client (buyer portal only).