How to work with the corporate sales process
The corporate sale process breaks opportunities into stages, with each stage having a clear goal and completion criteria.
You can advance process stages by completing the activities and entering data on the opportunity page and other pages that are monitored by the process.
Below is a list of stages and activities that are created at each process stage.
1.Qualification.
a.Contact the client, assess the needs, coordinate the date and time of the presentation.
b.Prepare presentation.
c.Conduct presentation.
2.Presentation.
a.Contact the client, coordinate the date and time of the presentation.
b.Prepare and agree on the proposal within the company.
3.Proposal.
a.Present the proposal.
b.Contact the client to obtain comments and approval of the proposal.
c.Prepare and approve the contract within the company.
4.Contracting.
a.Send the contract to the client.
b.Contact the client to clarify the contract status and the date to receive comments.
c.Approve and sign the contract with the client.
5.Closed won.
a.After completion of the “Approve and sign the contract with the client” activity, the opportunity status will be automatically changed to “Closed won”.
Next
•How to work with the process activities
•What happens if one of the activities is skipped
•How to move through the process stages
See also
