| |
Identifying Lead Sources |
| |
Phone calls, meetings, Minutes of meetings & Tasking |
| |
Preparing Quotes, Letters & Proposals using Emails or 1:1 Meeting |
| |
| Converting Leads Into Account |
| |
Adding Quotation Value into Sales Opportunity |
| |
Create Campaign for Leads |
| |
| Campaign design, Budgets, Start Date,
Estimated Revenues (Forecasting) |
| Sales Opportunity Stage & Probability |
|
| |
Prospecting 10%, Qualification 20%, Needs Analysis 25% |
| |
Value Proposition 30%, †Id. Decision Makers 40%, Perception Analysis 50% |
| |
Proposal/Price Quote 65%, Negotiation/Review 80%, Closed Won 100%, Closed Lost 0% |
| |
| Service to Existing Customers |
| |
Inquiries for Quotations |
| |
Project Progresses |
| |
Phone calls, meetings, Minutes of meetings & Tasking |
| |
Preparing Quotes, Letters & Proposals using Emails or 1:1 Meeting |
| |
| Projects/Orders |
| |
Adding New Projects into Sales Opportunities |
| |
Creating Projects and Project tasking |
| |
Assigning Projects to Production Department |
| |
| Customers' Complaints |
| |
Note Complaints & feedback, assign to relative employee or publish in the company. |
| |
| Customers' Cases |
| |
Creating Customers' Cases & Writing Cases Resolutions |
| |
