Creating a sales tracking application called the webco sales

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Reference no: EM13988361

I want to draw a use case based on this system overview below.

NOTE: Please do a research on the web to understand what a use case diagram is and then read the system overview (below) to aid create the diagram.

System Overview

In this project, you will be creating a sales tracking application called the Webco Sales Tracker, similar to commercial applications such as SalesForce. The system will use a simplified sales pipeline model that has three stages: qualifying, quoting, and invoicing.

The workflow for the system is as follows. A potential customer, sometimes called a prospect, accesses the Webcocustomer facing portal and expresses interest in the service by filling out a form that includes their geographic area as well as details of their needs. The sales person from that geographic area uses the internal portal to review the request and marks the request as being in the qualifying stage.

• Qualifying: This is the initial stage after a sales person has reviewed a customer request. The application will allow the sales person to create time-stamped notes during the process. If it is determined that this is a real opportunity, the process enters the quoting stage.

• Quoting: In this stage, the salesperson develops an estimate of the likely cost or price. The salesperson should use the time:stamped notes feature to record phone calls, meetings & internal notes as the sale progresses. The result from this stage is a quote to give the customer. This quote can be revised any number of times. Ideally, each version of a quote should be saved for later review. If the quote is accepted, the process enters the invoicing stage.

• Invoicing: In this stage, the quote is transformed into an invoice. Invoicing in this system is simple (no progress billing). When the invoice is paid, the process is closed.

A sales manager should be able to view the entire sales pipeline for any sales person in a report. The report should show (at a minimum) the potential customer, the current stage of the sales process, and any notes that the sales person has made. In a separate report, the manager should be able to view closed sales and total revenue for either a single sales person or the entire organization. The sales report should allow the manager to choose a date range to limit the data displayed.

Reference no: EM13988361

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