Description
ORION is the one prominent system used globally at SAS to track customer relationships, including paperwork processing, post-sale and customer care. JMP Sales has chosen Salesforce as their marketing and sales database. Since it is necessary for JMP to integrate information into ORION so that paperwork and customer requests can be processed by Licensing Operations, it is necessary to validate that the account information in Salesforce matches ORION.
It is JMP Sales responsibility to document their customer information and to maintain data quality in Salesforce. JMP Business Operations has the responsibility to research Hoovers, the web, and ORION to confirm and/or provide the ORION account information for Salesforce to be updated prior to any requests that require interaction with ORION.
Business Use Case-020 Sales Requests Account Validation
Process FlowProcess Flow
