Organization-Guide/Processes/03_Sales.md
2022-06-30 17:48:14 +02:00

1.7 KiB

Sales

Sales

The organization has approx. XXX customers with X% located in Germany, Y% in other European countries and Z% in other countries. The customer acquisition is mostly done through online and print marketing. Online marketing consists of the own website and advertisement through various online services such as google, faceboox, linkedin, etc. Print marketing consists of occasional advertisements in print media such as ????.

Offer for customer

When making offers to customers the following aspects should always be included in the first offer unless the customer explicitly requested the sales employee to not mention them on the invoice:

  • The product the customer is interested in
  • Product installation and configuration
  • Product training fee per hour
    • Total hours for training should be estimated based on product and expected amount of people to train
  • Support & maintenance contract
  • Payment terms:
    • Generally, 10 days after invoice
    • Maintenance contracts are invoiced for 12 months in advance

Offers must be created in the IT system. In the IT system various default offers are available which can be copied and modified if applicable to create an offer. If no applicable default offer is available individual offers can be created.

Prices and discounts must follow the pricing policy. Deviations from this pricing policy must be approved by the CEO.

Order from customer

Order confirmation for customer

Setup

Invoice for customer

Booking

Payment collection

Acquisition

Prospect Initiated

Karaka Initiated

Offer

Contracts

Order Confirmation

Credit Check

Delivery Note

Invoice

Collection

Accounts Receivables