We recognise three different Stock-Aware sales models, each one involving different processes which Prospect CRM supports. Each sales model has different processes and requirements involved. The purpose of this article is to understand how Prospect 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 Prospect 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
Create Sales Opportunity to manage follow-ups and multiple Quote iterations
Fully Customisable and flexible Opportunity Pipelines to organise Opportunity stages
Send Tasks/Recalls to set to do's during the complex sales opportunity process
Create Multiple Quote versions during negotiation or specification
Use Quote Templates for required core products
Medium
Create Quotes with simpler Quote pipelines for customer to confirm
Use Quote Templates for required core products
Add products to Quotes using Recent Purchase History or Multi-Line Order Entry
Send Tasks/Recalls to set basic to do's during the sales opportunity process
Quick
Create Sales Order based on verbal Quote for fast order entry
Add products to sales order using a CSV File, Recent Purchase History or Multi-Line Order Entry