Sales Process Overview

Overview

Updated 06/23/2021

A typical staffing company sales process. 

Marketing

• Individual email to manage focused communication
• Mass Mail for bulk promotion

Meet or create prospect

• Create customer record: name, address, main number, and web address with status of Prospect
• Create and link contact record with status of Active

Gather customer/contact information

Enter sales and service in the Sales Info Tab:

• Sales level
• Sales notes
• Industry code
• Customer type
• Competition

Revenue opportunity

Log message for cold call or meeting

Gauge customer interest level

• If there is no customer interest at this time, update sales level to Cold, and log message for a follow-up on the Sales Info Tab
• If no interest ever, update sales level to Dead 
• If there is interest, update sales level to Hot/Warm and continue to next step 
• Run Staffing Action report to review conversations and "touches" made by sales team on the customer's account

Prepare proposal/presentation

• Update Revenue Opportunity
• Log Message for proposal as appointment for follow up

Presentation acceptance

If rejected:

• Update sales level to Cold About the Sales Info tab
• Log message for a follow-up About Customer Message
• Update revenue opportunity About Customer Revenue Opportunity

If yes, log message and attach as task for credit verification to department responsible for customer on-boarding, then move ahead to next step.

Update customer/contact record

• Change status to Credit Check About Customer Detail.
• Update skills, requirements, extras.
• Attach contract to Documents section of record.
• Input billing and worksite addresses About Customer Address and How to add/edit contact addresses.
• Create departments as needed, copying applicable information from parent How to add/edit contact addresses.

Credit check OK?

About Customer Detail

• Click the Credit Check counter to verify.
• If no, log message and change status to Inactive.
• If yes, move ahead to next step to activate the customer record.

Activate customer record

• Log message regarding credit check approval
• Change status to Active About Customer Detail
• Insert credit limit if applicable About Customer Credit
• Update invoice preferences in Billing Setup for each department How to set up billing and invoice options
• Upload credit documents About Customer Documents
• Update Service Info if different than default

Place order when complete

• Input order options in Work comp codes and Customer Order Options

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