SALES
by Sergio Zamudio
1. Certification
1.1. NDA
1.2. Agreement
1.3. Training
1.4. Tests
1.5. Certificate
1.6. Half Year Evaluations
1.7. Annual Re-Certifications
1.8. Annual Agreement Confirmation
2. Tools & Applications
2.1. Webpage
2.1.1. Registration
2.1.2. WebPage Chats
2.1.3. Web Page Documents
2.1.3.1. Glossary
2.1.3.2. Instructions
2.2. E-mail
2.3. CRM
2.4. Google Docs
2.4.1. Forms
2.4.2. Price List
2.4.3. Other Docs
2.5. Groove QMS
2.6. Printed Sales Kit
2.6.1. Flyers
2.6.2. Business Cards
2.6.3. Price List
2.7. Tech4Trade
3. 1. Sale Prospecting (CRM)
3.1. 1.1New Leads
3.1.1. 1.1.1Lead Profile Study
3.1.2. 1.1.2Lead Registration
3.1.3. 1.1.3Activities
3.1.3.1. Calls & Emails
3.1.3.1.1. Scripts
3.1.3.1.2. e-mail Templates
3.1.3.2. Meetings
3.1.4. 1.1.4Turn Leads to Accounts
3.2. 1.2 New Accounts/Customers
3.2.1. 1.3 New Potential Business
3.2.1.1. Services
3.2.1.1.1. Price List
3.2.1.1.2. Presentation
3.2.1.2. Quotations
3.2.1.3. Negotiation
3.2.1.4. Activities
3.2.1.5. Documents
4. 2. Sale Closing
4.1. 2.1 New Customer
4.1.1. 2.1.1 Account Setup in T4T
4.2. 2.2 Old Customer
4.2.1. Potential
4.2.1.1. Create Service Request
4.2.1.1.1. By Email in CRM
4.2.1.1.2. Through T4T
4.2.1.2. Advance Payment
4.2.1.3. Sales Order