Sales Activity Flow: When marketing contacts customer and convinces them to speak with Sales.

Qualified "A" Lead received by Sales Sales prepares themselves for Initial Contact by reading complete details in the Lead Propspection Form inlcuding additional remarks and all the attachments, reading company's website or any other information available online.

Based on above step, sales prepares the list of questions or details that they need to ask to customer. Also check with other teams if any special documents/details/information needs to be asked to the customer.Try to gather all the requirements during initial contact at one time. (Calling customer many times and with incomplete information will show lack of knowlegde and professionalism)

Intial contact by Phone: Sales calls the customer and introduces himself as "Sales Executive" from Seabra. Refer to Initial Contact by Phone Guidelines.

Customer confirms to meet to give his requirments

Sales sends email to customer for appointment confirmation. (Use email fomat "Appointment Confirmation")

If no email response, follow-up on the meeting schedule by phone. (Refer to Initial contact by phone guidelines)

Once the meeting is confirmed, prepare yourself by researching more about your client.

Follow Meeting Guidelines KM and gather customer requirements.

Analyze customers requirements and discuss with the team if we can take up the project.

If Yes, email customer and inform them that we will send quotation within 24-28 hours.(Use email format "Quotation Submission deadline after Meeting") Sales contacts the related department for the pricing and follows up on the same.

If No, email customer to inform politely that we cannot handle their project. Please give reasons for rejection and if possible provide alternative solutions.

Sales sends the quotation to customer. (Use email format "Quotation Submission")

Follow-up 1 by email. (Use email format "Follow-up for Quotation Submission")

Follow-up 2 by phone. (Refer to Initial contact by phone guidelines) Deal Won/Loss

Report the results in the Sales Stages Report

Sales Activity Flow: When marketing contacts customer and convinces them to speak with Sales.
Qualified "A" Lead received by Sales

Sales prepares themselves for Initial Contact by reading complete details in the Lead Propspection Form inlcuding additional remarks and all the attachments, reading company's website or any other information available online.

Based on above activity, sales prepares the list of questions or details that they need to ask to customer. Also check with other teams if any special documents/details/information needs to be asked to the customer.Try to gather all the requirements during initial contact at one time. (Calling customers many times and with incomplete information will show lack of knowlegde and professionalism)

Intial contact by Phone: Sales calls the customer and introduces himself as "Sales Executive" from Seabra. Use the script from Initial Contact Guidelines.

Customer asks to send quotation without meeting

Sales sends email to customer with introduction letter and profile in English. And also informs customer that quotation will be submitted within 48 hours. (Use the format "Seabra Introduction+Asking for more details")

Sales contacts the related department for the pricing and follows up on the same.

Sales sends the quotation to customer. (Use email format "Quotation Submission")

Follow-up 1 by email. (Use email format "Follow-up for Quotation Submission")

Follow-up 2 by phone. (Refer to Initial contact by phone guidelines)

Deal Won/Loss

Report the feedback in the Sales Stages Report

Sales Activity Flow : When Marketing convinced customer to Meet Sales.

Qualified "A" Lead received by Sales

Sales sends email to customer for appointment confirmation based on appointment information provided by Marketing. (Use email fomat "Appointment Confirmation"). Sales prepares themselves for the meeting by reading complete If no email response, follow-up on the meeting schedule by phone. (Refer to Initial contact by phone guidelines)

Once the meeting is confirmed, prepare yourself by researching more about your client.

Follow Meeting Guidelines KM and gather customer requirements.

details in the Lead Propspection Form inlcuding additional remarks and all the attachments, reading company's website or any other information available online. Based on above step, sales prepares the list of questions or details that they need to ask to customer. Also check with other teams if any special documents/details/information needs to be asked to the customer.Try to gather all the

Analyze customers requirements and discuss with the team if we can take up the project.

If Yes, email customer and inform them that we will send quotation within 24-28 hours.(Use email format "Quotation Submission deadline after Meeting")

If No, email customer to inform politely that we cannot handle their project. Please give reasons for rejection and if possible provide alternative solutions.

Sales contacts the related department for the pricing and follows up on the same.

Sales sends the quotation to customer. (Use email format "Quotation Submission")

Follow-up 1 by email. (Use email format "Follow-up for Quotation Submission")

Follow-up 2 by phone. (Refer to Initial contact by phone guidelines) Deal Won/Loss Report the results in the Sales Stages Report