Lesson 1, Topic 1
What are we looking to accomplish?
Software like Zoho really help streamline a lot of the repeatable processes in a business.
Data collection and transferring data between applications is one of those. So, for Affluence Financial Planning (AFP), review the following use case:
- AFP provides a service
- They have a sales process set up in the CRM
- Once someone is closed on a service deal, they need to be invoiced. Affluence needs signature for the contract and to collect the desired payment structure (they offer a 5% discount for all upfront) or the full payment if spread out over 2-12 months