Sales Process Level 2 Customer Profile Acquisition

Sales Process Level 2 BPMN Customer profile acquisition The marketing team is in charge of obtaining customers and profiling them. The process of obtaining customers can be through cold calling, product presentation at customer site. Once a customer shows interest in the product, the marketing team collects the relevant details of the customer such as name of the customer, address and related business details. Site Visit/Cold Call Once the customer has been profiled, the company’s sales team may visit the customer if such a customer was attracted by advertisement. In either the visit or cold call, the sales team should inquire on the urgency at which the customer requires the product, and the number of product installations required. At†¦show more content†¦Obtain Customer’s Requirements To get the customer’s requirement, the sales team should obtain the following from the customer: type of product required, level of customization and number of products. Sponsor Agreement (send/receive) Sponsor agreement is sent to request funding for the product i.e. the customer should commit to funding the content development work that will be offered by Panviva. The mail sent to the client should contain a bill of quantities with prices of those quantities stated. A total price should be quoted as well. The letter should also specify any other type of support that the client should provide. For instance, some content development may have to take place within the client’s premise thus the client has to provide a work desk, hardware etc. If the client agrees to with the bill of quantities and other requests, he should sign in agreement. If the customer has any issues, they should discuss them before agreeing to the. Product Demo A detailed product demo should be given to the client so that he understands clearly how to operate the system. The demonstration is done to the relevant staff of the client company i.e. the technical staff. The demo should include starting the system, accessing it, using the system for intended work with examples being shown, securing the system, and logging out of the system. Follow Up and Confirmation Letter A follow up letter affirms the client’s dedication to obtaining the product that has been