Sales On–Boarding Process
Introduction
We would like our future and existing customers to know how our sales and onboarding process works. Therefore we’ve specified what happens in each step. This process involves not only sales and customer success managers, but also technical, service, and project managers. This is because we would like to offer our future and existing customers only the best possible solution. We want our customer to understand the reason behind this.
In order to offer a good solution and ensure the happiness of new and existing customers we need to ensure that different stakeholders are working together efficiently.
Explanation of the Steps
Step | Actions | Who is involved at VSHN |
---|---|---|
Lead/Qualification |
|
|
Contact |
|
|
Design solution / Feasibility |
|
|
Create and send offer |
|
|
Define Service Manager |
|
|
Customer Review |
|
|
Customer Decision: Won’t or can’t |
|
|
Customer Decision: Will do / Setup Customer |
|
|
Initialization: Consulting |
|
|
Initialization: Standard Service |
|
|
Initialization: Project |
|
|
Implementation |
|
|
Project / Service review |
|
|
Follow up |
|
|