Customer Contact Framework, Initial Contact (Collateral Provided (1st…
Customer Contact Framework
Brochure direct mail
Brochure in Person
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
Final Meeting push for full contract
5 more items...
Final meeting booked in with appropriate stake holders
Move to Collateral Provided
Contact created in PipeDrive