Every salesman has one's style.
"I hate the word 'Primary Contact'. It sounds inorganic to me. I wanna know clearly what my prospective customers are. Let's call them [A. State of Seeds], or [B. State of Sprout], or [C. State of Harvest]. See? Now it sounds organic!" (I don't get it... )
I feel it is almost out of elegant word of 'SFA', I tried to design a SFA Workflow for him.
[Process Model]
Each process is not a 'Task'. It is as if sorting apples or tomatoes on a conveyor.
In fact, however, this concept is not so wrong. Each step appears to be mere "State management", actually, it still is a "task". That is, [3. State of 'Seed'] needs to be watering. So as [4. State of 'Sprout']. And then [5. State of 'harvest'], go to reap with a sickle in your hand.
- 3. State of 'Seed': Elicit person's in need.
- 4. State of 'Sprout': Repeat the proposal.
- 5. State of 'harvest': Let them buy even discounted if necessary.
[SFA process [5. State of 'Harvest'] screen]
- Continuous Improvement in Business SFA Workflow with BPM (2011-10-17)
- Building an SFA System INSIDE a BPM System (2011-04-19)
- Reporting Each Client Visit Right After Returning to the Office (2011-02-15)