managinga complex sales

process

sales funnel

leads

salesfunnel

orders

complex sales process

complex customer needs

requirements

mapsolutions

budgetcosts

configuresolution

proposal

order

1

a typicalcomplex sales

process

2

3

4

5

6

workflow model

complex sales process

milestones

workflow model

- progress indicators- work hand-over points- business rules

roles- organization structure- responsibilities- capabilities

templates- fill-in forms- document formats- validation rules

industry / application

experts

business / finance

solution experts

technologyexperts

workflow model

milestones

roles

requirements

mapsolutions

budgetcosts

configuresolution

proposal

1

2

3

4

5

templatesrequirementform

budgetformat

solutionformat

configurator

proposalformat

workflow model

sharedworkspace

i information

progress reports

documents

activity log

people- business entities- contact details- responsibilities

- requirements- solutions- budgets- time lines

- appointments - tasks- notes

- milestones completed- key hand-over info- who & when

- proposals- diagrams- data files

shared workspace

prioritized reports

sharedworkspace

alerts - when we are stuck

funnel - where are we stuck?

metrics - why we are stuck?

- alerts for appointments and tasks- alerts for stuck leads- alerts for unattended customers

- idle leads – no sales activity- inactive leads – no progress- inactive customers – no open projects

- velocity – how long are we taking ?- volume – how many leads are we handling?- conversion – success and failure

prioritized reports

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workflowmodels

sharedworkspace prioritized

reports

i

people

information

activity

progress

documents

alerts

funnel

metrics

milestones

roles

templates

sample screen shots

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shared workspace

pipelineprogress

pendingactivity

activityfeed

lead = project

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people- business entities- contact details

i information- requirements- solutions- budgets- time lines

activity log- appointments - tasks- notes

progress - milestones completed- key hand-over info- who & when

documents- proposals- diagrams- data files

prioritized reports

http://on2.biz

sms alert:

alerts- alerts for appointments and tasks- alerts for stuck leads- alerts for unattended customers

emailalert

funnel - idle leads – no sales activity- inactive leads – no progress- inactive customers – no open projects

metrics - velocity – how long are we taking ?- volume – how many leads are we handling?- conversion – success and failure

what next?

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quick start !- sign-up for a free account- fill in workflow model sheet- start tracking your workflow

consulting- interviews with all stake-holders- advanced customization guide- custom workflow model

implementation- custom workflow implementation- training sessions- on-going support

http://on2.biz

lira priyadarsanihttp://www.linkedin.com/profile/view?id=15361895

lira.priyadarsani@webofcomms.com99712-84441

ashutosh bijoorhttp://www.linkedin.com/in/bijoor

bijoor@reach1to1.com98201-94408

t. a. balasubramanianhttp://www.linkedin.com/in/tabbyindia

tabbyindia@gmail.com98200-06823

contact us !