Job description
The order includes (not excluding other possible solutions presented by the service contractor):
(a) linking transaction data from the IdoSell store to Livespace, such that actions (or lack thereof) in the store cause:
- adding or changing the sales funnel, closing or winning sales opportunities
sales;
- creation of tasks in Livespace;
- updates to customer data;
- the above tasks must be able to distinguish customer statuses/tags;
- other possible unmentioned facilities for working with CRM based on B2B sales model in
e-commerce.
(b) based on customer activity (purchase, login, account registration), or lack thereof:
- created sales opportunities in existing sales funnels
- updated the stages of the sales funnel;
- created tasks for opportunity handlers.
The above would be the first phase of splicing the systems. Ultimately, we would like to connect Livespace with Baselinker on a similar basis.