1. Deal CREATION and Management Process
1.1. AM to check all necessary documents are presented ( For Brokers: PRC, HLURB) (For Agency: SEC/DTI, BIR2303 AND MAYOR'S PERMIT
1.1.1. If client already in BASE, convert to deal
1.1.2. If client not yet in base, AM to CREATE CONTACT first before converting to DEAL
1.1.2.1. AM: Fill out deal name (refer to standard codes)
1.1.2.1.1. AM: Fill out following information (Source, deal type, AIF date, package, size, term:numeric only) Click save.
1.2. ROT Deal Termination
1.2.1. CRM tag Stage: Terminated, Status: Deactivated, ROT date: Date of Termination. ROT Reason: Choose from drop down
1.3. IO (1IO=1AIF: Deal Based)
1.3.1. Sales Ops to people to fulfill
1.3.1.1. PTF to Asana or Jira for fulfillment
1.3.1.1.1. CRM to Monitor TAT and delivery
2. AR Process
2.1. <30D: Sales
2.2. 31-90D: CRM
2.2.1. Refer to CRM Collection Process
2.3. 91-179D: Finance
2.4. 180 and up: Collections
3. Sales Verification Process (Manager Tool Creation)
3.1. Check IAF Complete details ((In Client Info: Broker/Agency Name, SEC/DTI/PRC, TIN, Business Address/Email)
3.1.1. Sales OPs to create MT and fill out Agency ID in BASE and IAF
4. Deal DEACTIVATION and approval process
4.1. CRM to creat Task to tag Sales Manager for Approval
4.1.1. Once approved, CRM to tag deal to TERMINATED. Refer to Deal Process
4.1.1.1. CRM to tag client for ROT, Action notes regarding the reason for ROT
5. CRM Collection Process
5.1. Called clients to be tracked.
5.1.1. If Ok to collect
5.1.1.1. For Pick up
5.1.1.1.1. Collect accounts on a weekly basis
5.1.1.2. For deposit
5.1.1.2.1. If deposit slip received forward to finance and copy account owner
5.1.1.2.2. If no deposit slip within 2 days - call for follow up
6. Sales Verification Process (WON)
6.1. Sales Ops to verify completeness of documents and fields in BASE
6.1.1. Sales Ops to tag Stage from booked sale to won and fill out verification date, expiry date and payment method. Click checkbox for initial payment.
7. Sales Order
7.1. If client not yet in base, AM to create contact. If client in base, convert to deal.
7.1.1. Refer to CRM Deal Creation and Management Process
7.1.1.1. AM to save document in base tag as "qualified sales"
7.1.1.1.1. Upon receipt of payment, AM to save deposit slip to base and tag as "booked sale"
8. ROT
8.1. Postpaid
8.1.1. Am to note account on BASE and log task to CRM for review
8.1.1.1. Refer ROT Recovery Process (Retain, Maintain,Upsell)
9. Executive Review
9.1. Subscription
9.1.1. CRM to generate renewal sent to Ad Ops, Content and Social Media Team
9.2. Banner Ads Subscription
9.2.1. Ad Ops to send delivery reports of banners to CRM
9.2.2. Content Team to send created newsletter to CRM
9.2.2.1. CRM to consolidate reports and send to AMs
9.2.3. Social Media team to send stats to CRM
10. ROT Recovery Process
10.1. Provide Recovery Actions
10.1.1. If Retained forward to acct owner(create process)
10.1.1.1. downgrade
10.1.1.1.1. With balance
10.1.1.1.2. Without balance
10.1.1.2. Continue
10.1.1.3. upgrade
10.1.1.3.1. P24
10.1.1.3.2. OLX
10.1.2. If not retained
10.1.2.1. Refer to CRM to initiate deal deactivation and approval process
10.1.2.1.1. FIN to update revenue report