Sales

Process Design Pattern

Purpose

To identify customers and create a need

To help qualify customers so they make an informed choice.

To promote the various products in ways to attract the most potential customers

Entry Criteria

A team contributes to the sales of current products and services.

Objects

  • Promotion,
  • Qualified Customer List
  • Advertising
  • Pricing

Process Owner

Sales Manager

Activities

  • Identify Target Customer base for specific products
  • Provide advertising for the product to customers
  • Qualify the customers and help support their selection
  • Using the Order Management Process: Deliver the order
  • Forecast Sales based upon understanding the customers and the market.

Roles

  • Sales Manager
  • Salesperson
  • Order Administration
  • Advertising
  • Promotion

References

This process links to the following Best Practice, External Standards and Product Standards. Links to other processes that this process may start are also indicated.

NOTE: The sales process varies with the type of business. This is just a prototype example only.