7 docs tagged with "sales"

CRM & Customer Management — Sales & Customer standard work: CRM ownership, customer strategy, type and status classification, and the finance team's quarterly customer list review.

Customer Manuals — Sales & Customer standard work: who maintains the ethics, technical, commercial, logistics, and finance manuals for each customer in SharePoint.

Growing with Existing Customers — Sales & Customer standard work: participation targets, entry plans for new departments, and quarterly account reviews with the SLT.

Management of Small Customers — Sales & Customer standard work: qualifying criteria and the simplified operating model for small digital customers.

New Customer Development — Sales & Customer standard work: referred leads, targeted prospects, first meeting, qualification, and the three due diligence checks before the SLT approves a new customer.

New Customer Onboarding — Sales & Customer standard work: contacts, customer information, credit insurance confirmation, payment terms, supplier setup forms, CRM and SAP setup, and invoice factoring documents.

Spring & PDS process map for Sales & Customer.