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Customer Contact Framework, Initial Contact (Collateral Provided (1st…
Customer Contact Framework
Initial Contact
Collateral Provided
Brochure direct mail
Brochure Email
Brochure in Person
1st Meeting
Skype
In Person
Price Conditioing
Site Visit
CheckMarket auto email dependent upon type of system.
Qualification Criteria Run through BANTER
Follow up mail from Check Market 3 days after if questionaire not completed
Information received notification sent for Pricing to be calculated
Pricing Calculated within 3 days of Questionnaire returned
Solution Proposal Provided
CSA
Final Meeting push for full contract
5 more items...
In Person
Final meeting booked in with appropriate stake holders
Move to Collateral Provided
In Person
Email
Phone
Contact created in PipeDrive
4 Weeks
12 weeks
16 weeks
24 weeks