Sales to On-Boarding Flow Overview

Summary

This brings the Custom Solutions (Pre-)Sales Flow with Requirements Engineering and Solution Design and Customer Project Management in context of the whole flow from Early Sales to completed On-Boarding of new customers and products or solutions for existing customers.

Click on the links in the diagram, some of the rest you’ll find here.

Step

Actions

Contact and qualify

First contact with customer - identify the right point of contact within the customer’s organization
What are the problems the customer is facing?
Identify scale of possible proposal/project
Is there an opportunity for us and the customer?
If so, set up Solution Architecture meeting

Create and send offer

Create offer based on the solution identified
Review the offer with the Solution Architect
Get okay and clarify timeline in Strategy and Sales Coordination Meeting.
Send the offer to the customer (Odoo Offer, Solution Design, Support Plans, Service Levels, Framework agreement …)

Customer Review

Offer has been sent to the customer
Negotiation between customer and VSHN
- For special deals or contracts, the BDM escalates to product management or legal as necessary

Customer Decision: Won’t or can’t

Setup Customer

Initialization: Standard Product Service

Initialization: Project for Custom Solution

Create Customer in Jira
Make sure the SA Task in Jira is updated
Inform the Solution Architect - they will do the technical implementation planning (work packages), see Technical Project Coordination

Follow up