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Sales Process

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Sales Process
27/10/2012

CRM : Customer Relationship
Management

21/10/2012

1

CRM : Customer Relationship Management
The aim : v to manage customer relationships v in an organized way supported by the salesprocess v based on v methodologies v softwares v collaboration : open/web, integrated/company server, ...

vResource SDRC : “0 Sales Process” PLM software

21/10/2012

2

Why do a company need a salesprocess? ?
21/10/2012

3

1

27/10/2012

Why do a company need a salesprocess? 1. “To guide company and salespeople the way to success
2. To appear a customer as a professional partner 3. To appear the competition as a uniform and effective combat enemy”

21/10/2012

4

A representation of a salesprocess
Targeting
1

Close

Approach

8
2
Agreement

Account
Planning &
Management

7

Assessment
3

6
4
Deployment

Vision

5
Proof

21/10/2012

5

A similar one : convergence of client goals and ability of the company
Proof

Deployment planning

Vision

Business Agreement
Order

Assessment

Approach
Business
Objectives

Team Build

Operate

Architect Solution

Acceptance
Implementation

SDRC:

Responsibility of Sales ends

isbuild work? in his the order pain? How to structurefor him?
Whatto thehe the the deal?
Who doeswe do solution?
How is get prospective time? can credibility? customer?

Can can does do for
Where wedo it?it us?me?
Whatdo of SDRC formargin
Responsibilitydohelp?achieved? for improvement?
How SDRCproject manager begins
Who muchwe havecost?
How can get started? could beit
Customer:
21/10/2012

6

2

27/10/2012

CRM : Customer Relationship Management
The need of a CRM : v building a database about its customers v storing datas at each step of the sales process v ranking contacts : suspects, leads, prospects, customers, …

vdescribing of v work flows v relationships

v helping salespeople for v reports v reminding

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