Application Microservices Demo

The demo showcases a dynamic Martini Designer workflow designed to enhance the sales pipeline management within a CRM system. It focuses on automating and streamlining the progression of sales opportunities through various stages: qualified, demo, proposal sent, won, and lost. Users can observe how the microservice, integrated within the CRM system, periodically synchronizes with sales opportunities, updating and tracking their current stages.

In this demo, users will see how tasks are automatically generated and managed for each sales opportunity based on its stage. For instance, during the 'Qualified' stage, tasks like initial contact and lead qualification are created, while in the 'Demo' stage, tasks involve scheduling and preparing a customized demonstration. The workflow extends through drafting proposals, contract preparation, and even conducting a loss review if a deal is lost.

The demo also highlights the assignment of tasks to relevant team members and the monitoring of task completion, ensuring a seamless transition between sales stages. Additionally, it demonstrates how the system ensures all tasks are completed or closed before moving an opportunity to the next stage or concluding it as won or lost.

This Martini Designer demo illustrates an API-centric microservice's ability to automate and efficiently manage a sales pipeline, ensuring each opportunity is actively nurtured through its lifecycle, thereby enhancing productivity and improving sales outcomes.