Webinar: codeBeamer: Advanced Process Configuration Example

codeBeamer: Advanced

Process Configuration

Example

Presenter:

Peter Haller

2

Agenda

1. Intland introduction

2. codeBeamer ALM architecture

3. Demo scenario: Implement a CRM

• Custom workflow action

• Workflow chain

4. The CRM and the Sales process

5. Live demonstration

3

codeBeamer: Advanced Process Configuration Example

Webinar info

• Live demonstration will be followed

by a Q&A session

• Webinar recording will be available

at http://intland.com/webinars/

• Please, register to our next

advanced configuration webinar:

SAFe Configuration Example

http://intland.com/webinars/

4


Register for SAFe implementation webinar on 29th April



5

o Founded in 1998

o Headquarters in Stuttgart, Germany

o Office in Silicon Valley, USA

o Partners in Korea & Taiwan

o codeBeamer ALM with features

including:

• Requirements Management

• Software Development Management

• QA & Test Management

• Demand Management

• IT Operations (DevOps)

Intland Software

Who we are?

6

Our Clients

Automotive

High Technology

Defense

Finance

Medical

Other

7


codeBeamer ALM Architecture

9

We use codeBeamer internally for:

• Agile Development

• Customer Support

• Agile Marketing

• CMS functions

• Customer Relationship Management / Sales


codeBeamer is a flexible solution…

10

Elements of our CRM


LeadAn item representing a prospective customer that is created when an individual or business shows interest and provides his or her

contact information.

ContactAn individual’s personal information by which we can reach the individual to discuss their needs & what we can offer.

AccountThe Account, along with contacts as related records, is like an address book. It is an entity to store a company’s name, address, phone

number and other important pieces of information.

OpportunityAn Opportunity represents a potential sale to a new or established customer. Helps us forecast future business demands and sales

revenues.

ActivityAn Activity is basically a record of actions undertaken by our sales team and other stakeholders.

11


Sales funnel

Sales Qualified Lead

Sales Lead

Marketing qualified Lead

Opportunity

Closed Won

12


Sales process description

13

Live demo

14

Webinar: QA & Testing in Medical Devices

Date: 8 April 2015

Time: 4:00 PM (CET) / 11:00 AM (ET)

Thank you for your

attention!

For a link to download our Sales template, please

contact me via email:

[email protected]

Webinar: codeBeamer: Advanced Process Configuration Example

Software

Transcript of Webinar: codeBeamer: Advanced Process Configuration Example