How to build a sales process with steps and mandatory activities for each stage Stage: Lead Step. Ke
Łukasz Mączkowski
Member Posts: 1 VERIFIED MEMBER
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
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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Answers
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I think you may want to try posting this as a 'Post' instead of a 'Question'.
https://community.pipedrive.com/user/lmaczkowski
And I suggest to add it under this topic for the best visibility: https://community.pipedrive.com/feed/sales-processes
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