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Lead/Prospecting (New (Value the information! :checkered_flag: (Convert to…
Lead/Prospecting
New
Get to know each other. Make cold contacts warm!
Send
Infopaket
Main Flyer :check:
Company Presentation :check:
Welcome Email :check:
Recieve for Salesforce
Ask some questions
Company Presentation
Value the information! :checkered_flag:
Big Customer :!: send to Biz Dev in Salesforce
Convert to Working in Salesforce
Working
Send
Info 2
:warning: If still interested: send Samples
Send Price List (Standard)
Main Info
Product Specification
Send Teamwork Email
:warning: if he asks for it send him Discount infoormation
Recieve
Non-European
Get Import-Restriction-Info (if not in answered in Question Sheet)
CRM
If samples set reminder for follow up
Input all the needed Information to Lead in Salesforce
Set reminder for transfer to Status "Nurturing"
Create Customer
Folder in Internationale Sales
Salesforce full = next step
Nurturing
Send
Brand Package & Marketing Materials
QM Info
Logistic Info
If wanted: :warning: LoI but never!!!!: :no_entry: exclusivity
Recieve
Year - 1 - Action Plan
rough Forecast
Marketing plan
Salesforce
Take notes to Portfolio and Sales Information
Do
Support in every step of product registration
Talk about the Sales Strategy he has in mind
Discuss Portfolio to start with = Include: +Countries Culture +BBD of Products + Competition +Import requirements (expensive registration + high Taxes on Products) + Logistics (Airfreight vs. Seafreight, calculation of logistic cost) Size of dealer
Create Customer in Navision
Trial Order
Convert + Opertunity
Do
2 more items...
Send
1 more item...
Salesforce
3 more items...
CRM
1 more item...
Accept as full customer and shift to
Sales Folder
No fit :red_cross:
Customer Overview