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Suplift B2B Structure - Coggle Diagram
Suplift B2B Structure
Sales Lead
SDR
Build the hit list
Approaching & touch points
Leads Generating
Adding qualified leads to CRM
Requesting proposal
Sales Manager
Approve hit list & monitor SDR
Managing the CRM
Deal Closing
Collection
Offering & proposal
Delivery Lead OPs
Providing updates and progress reports to clients during the delivery process
Handling any unforeseen challenges or issues that arise during service delivery.
Coordinating with suppliers
Ensuring the smooth and timely execution of B2B services
Offering & proposal (Suppliers & Team)
Account Managment Lead
Updates & Announcements (PM)
Monitor the Delivery (PM)
Handling clients
Cross-selling & up selling.
Retention
Offering & proposal (Sales & PM)
Presales associate
Conducting market research
Pricing & offering
Identifying target market segments and potential B2B clients
Ranking clients
Finance
Invoicing/proposal Clients (AM)
Collections
Project Manager
Functions
Reporting (Sales & AM)
Monitor Collections
Offering & proposal (AM, Finance & Sales)
Handle Team Requests (AM & Sales)
Updates & Announcements (All)
Monitor the Delivery (Delivery & AM)
Team Target (Sales & AM)
Quality Assurance (AM & DL)
CEO
Vision
Structure & Leaders
All Top-Level OKRs & KPIs
1-Page Plan
Strategic Execution