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Sales 101 - Business...a SelectSmart.com Flowchart
Business. Sales 101
By Ron_N
Viewed 778 times since July 2013.


This SelectSmart.com Business. flowchart, a free online decision tool is a creation of Ron_N and for amusement purposes only. The implicit and explicit opinions expressed here are the author's. SelectSmart.com does not necessarily agree.


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WHAT DO THEY DO ?

WHAT CATEGORY ARE THEY ?

UTILITY,
UTILITY CONT,
IND CONT,
DISTRIBUTOR OR END USER

WHOM ARE THEY PRESENTLEY BUYING FROM ?

HOW DID THEY HEAR ABOUT US ?

HOW OFTEN DO THEY BUY THIS ITEM?

WHAT ELSE DO THEY BUY ?


YES
IDENTIFY ITEM AND QUANTITIES

NEW CUSTOMER

WHAT IS THEIR TIMEFRAME FOR DELIVERY

COULD AN ALTERNATE FROM STOCK BE HELPFULL ?

PROVIDE
P & D AND BE SURE TO ASK ABOUT FREIGHT.
NO
YES

DO THEY HAVE SPECIAL OR PREFERRED PRICING ?

NO
IS THERE HISTORY IN OUR SYSTEM ?

YES
VERIFY WHEN THE LAST PURCHASE WAS. IF OLDER THAN 3 MONTHS, ADJUST THE MARGIN UP, UNLESS THE QUOTE IS FOR VOLUME OR EXCEEDS $5K

WOULD IT BE POSSIBLE TO SEND OUR OUTSIDE SALES REP TO MEET WITH YOU OR CAN I SEND FURTHER INFORMATION ABOUT OUR COMPANY & PRODUCTS ?
NO

ENGAGE ROB GINGELL FOR PRODUCT AND MARKETING INFO

ENGAGE ROB GINGELL/RON NEWMAN

PROVIDE
P & D AND BE SURE TO ASK ABOUT FREIGHT.

TO WHOM DO I DIRECT THE VISIT OR INFORMATION TOO ?

WHAT IS YOUR POSITION ?




IS THERE ANYTHING ELSE ON YOUR DESK THAT I MAYBE ABLE TO HELP WITH