Identify your Sales Model

Understanding how the CRM can help support your sales model to grow your Wholesale, Distributor or Manufacturing business.

Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

We recognise three different Stock-Aware sales models, each one involving different processes which the CRM supports. Each sales model has different processes and requirements involved. The purpose of this article is to understand how the CRM can help support your sales model to grow your Wholesale, Distributor or Manufacturing business. Please note: your business may identify with a combination of the below sales models, not just one.

What are the Sales Models?

We've outlined each Stock-Aware sales model and their typical sales process. Obviously, every business is different, but hopefully your processes fall into at least one of these sales models.

Using the below guide, identify the sales model(s) that best represent your sales processes. 

Aligning Sales Pipelines & Quotations with your Sales Model

Now that you've identified which sales model(s) best represent your sales processes, we can recommend how the CRM can best support and grow your business. 

For each sales model, we've identified key aspects of the CRM which will provide the most value.

To get you started, we've also provided links to the corresponding articles, which include step-by-step guides.

Complex

Medium

Quick

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