Touchstone Swimlane Workflow
Transcript: Internal Workflow Sales Part: Activities: Responsibilities: General role players: Kevin, Hans, Dianne 6 8 21 16 15 4. Stage 3 support and detail In Opportunity Management 5. Stage 4 support and detail In Opportunity Management 6.Stage 5 support and detail In Opportunity Management Part: Build Target lists, drive awareness and interest, warm up "Leads" Activities: Create Avatar Lists Responsibilities: Generate Leads that develop into Opportunities General role players: Andrew, Mills, Bailie, Austin, Derek 1. Identify Perfect Prospect list 2. Create Marketing Campaign 3. Track engagement 4. Deliver Leads to be qualified by Sales 20 12 11 18 23 2 22 3 Part: Support mature Opportunities toward the end of the sales cycle and coordinate detail work to deliver product Activities: Responsibilities: General role players: Dan S., SS Staff Fulfillment 13 Part: Define Perfect Prospects, Qualify Leads, Develop Opportunities, Close Sales Activities: Collaborate with Marketing, Identify Targets, Qualify Leads to develop Opportunities, Close Sales Responsibilities: Develop Ad Hac and Program customers resulting in Closed/Won Opportunities General role players: Andrew Backen, Mike Welker, Dan S., AE Staff, SS Staff 7 Part: Coordinate delivery of products Activities: Receive Orders Responsibilities: General role players: 5. Receive/Qualify Lead through Lead Target/Quailify Netsuite Workflow on AE Customer View form 6. Work Qualified Lead through Opportunity workflow from AE Customer View form until Opp. is Closed/Won or Closed/Lost 7. As Opportunities progress Shared Services becomes an asset to fulfill Sales Orders and Design Presentations based on the Opportunity Detail 8. Stage 3 In Opportunity Management 9. Stage 4 10. Stage 5 19 1. TBD 2. ? 9 Marketing Shared Services 17 5 14 Part: Activities: Responsibilities: General role players: Kevin, Hans, Dianne 4 Part: Activities: Responsibilities: General role players: Kevin, Hans, Dianne 1 Stage 1 - BASIC QUALIFICATION (5%) OPPORTUNITY BUDGET (initial approximation of budget) OPPORTUNITY QUALIFICATION Project Budget (based on items with additional info from prospect) Qty In Hands Date Ship To ARTWORK eXtendFiles (held customer/account level or opportunity or both) Stage 2 - FUNDING (25%) PURCHASING PROCESS DOCUMENTED AND APPROVED PO Required (yes/no instead of checkbox) - Entity related? Credit App - Entity related? PROJECT FUNDING APPLIED FOR AND APPROVED Budget Approved Stage 3 - SUBMISSIONS (Field Sales) (50%) PRESENTATION (in front of client - email or in person) REQUESTED REVISIONS COMPLETED ESTIMATE SUBMITTED Stage 4 - APPROVALS (90%) SALES ORDER SENT SALES ORDER APPROVAL Stage 5 - PROOFING (Shared Services) PROOF SENT PROOF APPROVAL ENTER TRACKING #s (item fulfillment) Stage 6 - ORDER FOLLOW UP (Field Sales)CESSED AND FILLED Confirm Tracking SENT THANK YOU NOTE TO CUSTOMER (Email Template after fulfillment/delivery) CONFIRM DELIVERY AND FOLLOWED UP FOR CUSTOMER SATISFACTION (Email Template after fulfillment/delivery)