tommyrodriguez
Uploaded by
10 SLIDES
190 VUES
110LIKES

Comprehensive Sales Process Management Workflow

DESCRIPTION

This detailed workflow covers lead generation, initial contact, qualification, nurturing campaigns, job order intake, interview and offer management, account management, and more.

1 / 10

Télécharger la présentation

Comprehensive Sales Process Management Workflow

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Sample Sales Process

  2. Sample Sales Process Lead Input (Sales or Recruiting Generated) Call Planning & Initial Conversation Qualify Contact Lead Nurturing Campaign Manage Interview Cycle Manage Offer Cycle Account Management Job Order Intake

  3. Lead Input • All entries to CRM begin as a lead and stay in a lead or “contacted” status until they are qualified/disqualified • Depending on their Lead Status they may have contact requirements

  4. Call Planning & Initial Conversations • Create Call Plan • Enter contact into our Marketing Campaign • Determine which form of initial conversation is appropriate • Execute Initial Conversation • Execute Remainder of Marketing Campaign

  5. Qualify Contact • Determine whether lead is: • Qualified (Budget owning Hiring Manager) • Influencer (Not a hiring manager but a valuable contact) • Disqualified (Not a hiring manager OR a valuable contact) • If qualified then enter contact into Lead Nurturing Campaign

  6. Lead Nurturing Campaign • Reach out to Qualified Contact using a systematic outreach with a focus on adding value across multiple platforms: • Phone • Voicemail • Email • LinkedIN • Direct Mail • Client Visit • Any other appropriate platform (Blog comments, Facebook, Twitter, etc.)

  7. Job Order Intake • Follow Job Order Intake Form • Ensure Job Order meets qualifications • Classify Job Order (A, B, C) • Sales inputs Job Order into CRM • Assign recruiters according to Job Order Classification • Recruiting sources, qualifies, creates presentations, and submits candidates to sales • Sales reviews candidates (final quality check) and presents qualified candidates to clients

  8. Manage Interview Cycle • Present candidates (try for scheduled interview blocks) • Schedule Interviews • Arrange for Interview Feedback • Prepare candidates in conjunction with Recruiting • Schedule 2nd/3rd interviews & Interview Feedback (if necessary) • Plant seed for “Onsite Onboarding Program” • Continue Job Order review • Continue candidate Job Status review

  9. Manage Offer Cycle • Receive verbal offer from client • Review/Compare any viable candidates with client • Trial close candidate • Close candidate • Accept offer with client • Schedule onsite onboarding with client

  10. Account Management • Conduct Onsite Onboarding • Implement Onsite Onboarding Program • Schedule/conduct Consultant reviews • Develop consultant relationship • Implement Consultant re-deployment program • Continue Qualification Process with all relevant Account contacts • Implement Executive Sponsorship in appropriate accounts

More Related