👤 Sales Support
| Automatically generated excerpt from nestr.io on 2026-11-15 12:05 UTC, view all live information here. |
Circle (Delegator) | 🔘 Commercial |
|---|---|
Role Keepers | Tania Vonarburg |
Purpose
Sales Support helps the commercial team work with a clear, simple and reliable sales process, from the first lead through to the signed deal. It takes over the groundwork, such as process design, Odoo automation and reporting, so that Sales and the other commercial roles can concentrate on customers.
Accountabilities (Key Responsibilities)
Documenting the process so others can run it
Documenting the process so others can run it
Supporting quote templates and sales one-pagers
Organizing workshops with all stakeholders to improve the sales process
Preparing a short summary for the Company Meeting
Preparing the weekly pipeline report for the Weekly Sales Sync
Supporting the commercial plan 2027 (Sales, Marketing, Partner)
Supporting automation in Odoo so the process depends less on manual effort
Supporting the design and improvement of the sales process, including the Odoo configuration
Stakeholders and Key Deliverables
- Business Lead
Commercial Plan 2027
- Sales
Lead check
Pipeline Report
Quote templates
- SDR
Lead handover into the sales process
- (Key) Account Manager
Incoming leads
Handover after Closed Won
- Product Manager
Quote templates
Sales one-pagers
- Marketing
Sales one-pagers
- Partner Management
Partner deals in the sales process
Dependencies
- Business Lead
priorities, decisions on the sales process and the commercial plan
- Sales
Odoo data kept up to date (stages, next steps, values, lost reasons)
- Product Manager
product and pricing input for quote templates and one-pagers
- Solution Architect
input and feedback on the sales process
- Marketing
branding and content for sales one-pagers
- Partner Management
Partner input for the commercial plan 2027
- Odoo administration
(Which circle/role is that?)
Changes in production after testing in preprod