How to build a sales process with steps and mandatory activities for each stage Stage: Lead Step. Ke

Łukasz Mączkowski
edited July 24 in Sales CRM #1
How to build a sales process with steps and mandatory activities for each stage Stage: Lead
Step. Key decision makers have been identified
Step. Supplemented contact details


Stage: Hot lead
Step 4. A valuable reason for contact has been established
Step 5. Contact has been established
Step .6 Contact based on recommendations

Stage: Prospect
Step 7. Meeting with the person deciding about the choice
Step 8. Meeting with the person deciding about the choice
Step 9. Meeting with a person having a budget
Step 10. Setting requirements
Step 11. Setting the supplier selection criteria
Step 12 Knowledge of the budget

Stage: Potential customer
Step. 13 An offer was issued
Step 14. Discussions on the offer were carried out
Step 15. Conditions have been set (scope / costs / deadline)
Step 16 Conditions (contract / payments) have been set

Stage: Customer
Step 17. Implementation of the arrangements
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