+500k AQ customer profiled in Quantum
Quantum creates customer flag
Quantum sends automated referral to Energy Services (LEO)
Leo adds customer the WisePoints Tracker
Leo speaks to EC and arranges call with the customer (if required) (includes Team Manager)
Leo/EC speaks with customer and positions WisePoints, gets a feel for what customer requires
EC closes deal?
Leo update Tracker. Oportunity Closes
Leo updates Tracker, hands over to Harley
1 more item...
Leo produces bi-weekly report for Helen Shearer and Melissa Pattinson in finance, detailing closed customer info and deal values
Admin send Welcome Pack with WisePoints certificate