Sales Process (Workflow)

Sales Process (Workflow)

1. Leads

   • Prospect/Opportunity (qualified leads) with defined needs/requirements (product/ volume/ time frame)
     • Sales
       • After- Sales
         • Courtesy Call/Email
           • Follow Up Communication
             • Within 7 days (Satisfaction level: delivery/products/ process)
           • Order Dispatch Day
       • Payment Process (Proforma Invoice/ Order Confirmation)
         • Product Preparation/Packing
           • Order Dispatch
             • Order Delivery
               • Final Sales Invoice
       • CAM
     • SDM
     • CAM
     • REMEMBER! % Confidence!
     • Proposal/ Sales Quotation
       • Negotiation
         • Decision
     • WON
     • LOST/ CANCELLED
       • REMEMBER!Provide the exact reason
   • SDM-Sales Development Manager
     • Leads from NEW/NOT active Contacts
       • Sources
         • Trade Shows
         • Alibaba
         • "Old" Data Base
         • Website
         • Web Search
   • CAM-Customer Account Manager
     • Leads from EXISTING Customers

2. The process must be recorded/followed in CRM

Bilder und Dateien der Mindmap