Lead Management for Submitting Proposals

Thursday, December 23, 2010
So you want to get that perfect sales pitch in, and then follow-up with a personal phone call. You could, of course, purchase an SFA system for lead management in your company, but it would be nice cost-wise to incorporate it into your BPM workflow system.

The below sample assumes most people will use the company's proposal template without changing it too much.

Or, if you want the workflow to start from a prospective client list to make appointments by phone, you could use something like this.