Lead/Prospecting (New (Value the information! :checkered_flag: (Convert to…
Get to know each other. Make cold contacts warm!
Main Flyer :check:
Company Presentation :check:
Welcome Email :check:
Recieve for Salesforce
Ask some questions
Value the information! :checkered_flag:
Big Customer :!: send to Biz Dev in Salesforce
Convert to Working in Salesforce
:warning: If still interested: send Samples
Send Price List (Standard)
Send Teamwork Email
:warning: if he asks for it send him Discount infoormation
Get Import-Restriction-Info (if not in answered in Question Sheet)
If samples set reminder for follow up
Input all the needed Information to Lead in Salesforce
Set reminder for transfer to Status "Nurturing"
Folder in Internationale Sales
Salesforce full = next step
Brand Package & Marketing Materials
If wanted: :warning: LoI but never!!!!: :no_entry: exclusivity
Year - 1 - Action Plan
Take notes to Portfolio and Sales Information
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
Convert + Opertunity
2 more items...
1 more item...
3 more items...
1 more item...
Accept as full customer and shift to
No fit :red_cross: