A Workflow for Manging Sales Status

Monday, March 14, 2011
You may be tired of our "free sample request workflow" by now, but management of inquiries (leads) is a crucial theme in business.
"Creating a Workflow for Managing Requests for Samples"
"Responding Quickly to Communications in Sample Requests"
"Workflow Split for Customers Who Don't Have Email Accounts"
"Making Follow-up Calls 10 Days After Shipping a Free Sample"

[Sample Request <Sales Approach>: "6. Report of First Approach" screen]

In the below improved workflow, the sales staff member's reports are also managed within the workflow. This allows top management to see each member's number of sales approaches made the first time, as well as continued sales approaches. As data is accumulated, the sales team's know-how on sales approaches should also increase.