The Pre-Sales is a process or set of activities/sales normally carried out before a customer is acquired.
- Pre-Sales involvement differ from situation to situation.
- A new opportunity is created in the pre-sales based on the customer approach.
- The process flow of the Pre-Sales in Stone Profit Systems is shown in the figure.
1. New Opportunity
- A new opportunity is created when customer is approached.
- Here we take complete details of the customer where all the terms are mentioned.
- When an opportunity is created we can add a proposal, sample order, put on hold or can directly add a sales order to that.
2. Visit
- We can directly create a new opportunity along with the visit or can create the visit from the opportunity created.
- The visit contains the list of the products which are available that can be added.
3. Sample Order
- A sample order is created in which when the customer has taken the sample of the products.
- It takes down the list of sample products taken with the price and other shipment details.
4. Quote
- The Quote is created for the products that are selected by the customer which including the price and other charges.
5. Hold
- The hold is used when the customer said to put the products on hold for sometime.
- The inventory is put on hold with an expiry date after which inventory is released or if can also release before the mentioned time.
0 comments:
Post a Comment