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IntelliTrack WMS Sales Process

This guide outlines the sales process for IntelliTrack's Warehouse Management System (WMS), detailing key steps to identify the right solution, present budgetary figures, and ensure a successful project framework. The process includes registering prospects, scheduling calls for project overview, assessing requirements through customer quotes, and directing clients to IntelliTrack University for demonstrations. Key deliverables such as the Systems Requirements Study and project timelines are also emphasized, facilitating effective customer engagement and successful project implementation.

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IntelliTrack WMS Sales Process

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  1. IntelliTrack WMS Sales Process Brian Owens Channel Account Manager

  2. IntelliTrack Sales Process Goals • Identify which IntelliTrack WMS Solution is a fit • ISRP • WMS STD • WMS PRO • ITI 3PL • Present an accurate budgetary figure • Present the framework for a successful project • Close the business

  3. Step 1 Steps for Success Register the prospect with an IntelliTrack CAM/RAM.

  4. Steps for Success Step 2 • Schedule a PPO Call (Preliminary Project Overview Call) • IntelliTrack Systems Consultant • Identify Project Requirements • CQQ (Customer Quick Quote)

  5. Steps for Success Step 2 Cont… The CAM/RAM would present a quote based off the CQQ to the partner

  6. Steps for Success Step 3: IntelliTrack University Direct the customer to the IntelliTrack University to view the self-narrated demonstration

  7. Steps for Success Step 4 (Optional) Live WMS Presentation • High Level • Focus on the Customer’s Environment • Short/Sweet • 45 min to 1 hour • Tie any loose ends • Close the SRS

  8. Steps for Success • Step 5: Systems Requirements Study (SRS) • 1-2 day onsite • 1-2 day offsite to produce the deliverable • Provides the SOW/Firm Price • Provides a project timeline • Details exactly how WMS will function in the customer’s environment

  9. Learn More • www.IntelliTrack.net • www.intellitrack.net/university • Success Stories

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