Several people involved, long evaluations and quotation requests require memory and continuity.
Illustrative scenarioOne concrete journey.
A company compares suppliers and involves several people in the decision. The site offers information for the evaluation, the form collects constraints and timings, and the sales person finds the context in the CRM before the call.
The foundationsWhat we start from.
The offer, qualification criteria, commercial stages and access to the CRM. We define when a request becomes an opportunity.
The first priorities.
- Content for different stages of the decision
- Qualification and commercial assignment
- CRM and opportunity tracking
What to keep under control.
We agree on a baseline before the interventions. The indicators depend on the data available and on the journey actually implemented.
- Qualified requests
- Time to first response
- Passages between commercial stages
- Opportunities without a next action