Sales
Sales Workflow
Nine standardized phases from first inquiry to signed contract.
Objective
Capture, qualify, and log every inbound and outbound sales opportunity.
Responsible Departments
- Business Development
- Sales
- Marketing
People Involved
- BD Lead
- Sales Executive
- Marketing Specialist
Activities
- Receive inquiry
- Qualify lead
- CRM Encoding
- Schedule meeting
Deliverables
- Lead Form
- Client Profile
- Qualification Sheet
Required Templates
- Lead Form
- Client Profile Template
Output
Qualified Lead
Dependencies
- Marketing campaigns
- Website inquiry form
- Referral pipeline
KPIs
- Leads / month
- Qualification rate
- Response time < 24h
Approvals
- BD Manager sign-off on qualification