Sales process guide is what helps to undertake activities related to selling products and services. Sales process definition: This is a process that begins with initial contact with potential client, continues with negotiations, and which finishes when product or service is sold to this client (required goods are laded to the client and payments for them are received by the vender). Theoretically such a deal finishes with mutual satisfaction of the both sides. While this is general schema, in practice there are different ways to organize this process in details, so an appropriate methodology heavily depends on the type of organization, business, and goods. Methodology may include special guidelines designed to increase sales through applying different “tricks” and methods. You can find different descriptions on the Web, and some of them may match your business specificity. Anyway, description of such a process should be communicated to performers (salespersons) and properly controlled, for this special software can be used.
VIP Task Manager is real-time teamwork software for planning and controlling different projects through using different adjustable modes (timeline, calendar, task tree, to-do list) and analyzing performance of your workgroup in order to identify project evolution. This tool can be used as a sales process guide.
To set sales process description for your project do the following:
- start your project planning software
- use Task Tree to set tasks for your team
- plan to-do lists, plans and set other goals
- use Comments and Notes panel to give instructions
- assign tasks to performers
- control sales performance