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ZOHO CRM SALES FLOW - Coggle Diagram

- - - - lead qualification
        
        A - to be followed directly from sales manager
        B - first contact made by sales manager then back office to follow up
        C - to be followed by back office
        
        business field (multiple choice allowded):
        
        food
        
        cosmetic
        
        chemical
        
        pharma/medical
        
        draft offer, issued by back office, sent and appended by sales manager
        
        add filter if STANDARD or NOT-STANDARD
        
        sent samples?
        
        general samples
        
        customized samples
        
        2 more items...
        
        A: automatic alert for recall every week
        B: automatic alert for recall evey month
        C: no automatic alert
- - - - lead qualification
        
        A - to be followed directly from sales manager
        B - first contact made by sales manager then back office to follow up
        C - to be followed by back office
        
        business field (multiple choice allowded):
        
        food
        
        cosmetic
        
        chemical
        
        pharma/medical
        
        draft budget offer, issued by back office, sent and appended by sales manager.
        
        In customer is interested, send the Technical Application Form (TAF) and ask for all product's details + TDS
        
        check the product specs with Technical Dept (machine and film) & Quality (for regulatory)
        
        1 more item...
        
        A: automatic alert for recall every week
        B: automatic alert for recall evey month
        C: no automatic alert
- - - - material request
        
        product to be filled specs:
        
        Technical Data Sheet
        
        Filling Volume
        
        if new product, ask for sample to make compatibility test, before proceed
        
        Tech. Department's approval after tests
        
        printed
        
        machine serial numer
        
        sachet size
        
        issue quotation (attention to the MOQ):
        
        we sell in sqm, ex-work
        
        indicate full material description and attach relevant TDS
        (check and communicate to the customer the instruction received by the printing house with their technical requirements and timing
        
        1 more item...
        
        non-printed
        
        printing house requirement:
        
        width in mm
        
        reel ext. diameter
        
        reel int. diameter
        
        any other specification
        
        issue quotation (attention to the MOQ):
        
        we sell in sqm, ex-work
        
        indicate full material description and attach relevant TDS
        
        1 more item...
- - - - request?
        
        Telephone call
        
        Video call
        
        Technical intenvention
        
        send relevant pricelist/quotation
        
        wait for customer PO then issue Order Confirmation and proforma for pre-payment (append in CRM copies of these docs)
        
        once down-payment is received, schedule and organize the required service
        
        once service is done:
        
        TECHNICIAN will isse a report
        
        issue eventual spare parts quote
        
        ask for eventual balance payment and issue final invoice