Prospect-to-Customer

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You get an “Advisor Referral” Alert notification.

după Amy Spielmaker

Nicole Rueth

după Bill Hillestad

BuilderAll Made Easy

după Anthony Gardiner

MNC

după Катя Палагина

Prospect-to-Customer

Classify prospect as potential

3. Weak

2. Possible

1. Strong

Set follow up reminders

0 to 2days from 1st contact

Arrange face2face session

Blueprinting

Needs analysis

Prepare Proposal and submit

Automated Testing

Simulations

Consulting

LMS

PPS

Follow up submitted proposal

Marketing Material

First contact mail Template

Google search

Facebook

Linked in

Business Cards

Flyers

One Pager

Terms and conditions

Website

Service offering

BEE status

Compay Profile

Send 1st Contact Mail

Automted from web Enquiry

Service Offerings

Company Profile

Capture Contact info in CRM

Update on regular basis

Contact from Prospect

Totara Partner Portal

e-mail

Face2face

Telephonic

Web Enquiry

Strategy Cafe