Identify your Sales Model

We recognise 3 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, Distribution or Manufacturing business. 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 Recalls to set tasks during the complex sales opportunity process
• Create Multiple Quote versions during negotiation or specification
• Use Quote Templates for required core products
• Configure and send proposal documents or email Quotes

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 Recalls to set basic tasks during the sales opportunity process
• Configure and send email Quotes

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