Sample Sales Process

1. Marketing distributes qualified lead to sales person.
2. Gathering and notification of new leads. Sales team members are automatically sent e-mail notifications of new leads they are responsible for. A sales person can follow a link in the notification to the prospect file for easy review, at which point they can accept or decline the lead, or hand it off to another salesperson.
3. Sales initiates contact with lead.
4. Follow up with future actions and forecasts. Automated notifications improve your organization's lead cultivation efforts and provide managers with an overview of their sales force's efforts.
5. The sales cycle occurs.
6. Share info and ideas with other people. Sales force and managers can discuss goals and tactics, as well as address common issues and questions about sales efforts.
7. Create, track and assign tasks to sales support. Quickly create and assign tasks to their sales force in the management of leads. Sales personnel are automatically notified of new tasks via email, and created tasks include a "respond by" date, ensuring the timely ownership of staff to their assignments.
8. Sales plans and tracks activities related to prospect. Sales staff and managers can quickly track prospect activity and make strategic decisions in relationship development.
9. Sales creates and tracks correspondence and conversations. Allows sales people to quickly generate pre-configured emails, letters, faxes and more.
10. Management reports for activities and future projections and pending actions. Offers work pending reports that track the activities of the sales force.
11. Sales utilizes marketing materials to enhance the sales cycle. Provides a central location to store your organization's marketing materials, allowing your sales force to quickly access marketing documents to support their efforts. This centralized storage ensures your staff is using approved, up-to-date materials.
12. Proposal is written and submitted to prospect. Create and centrally store sales documents and templates, enabling your sales force to easily access the tools they need when they need them: proposals, correspondence, questionnaires, risk assessments and more.
13. Contact/Purchase order is generated.