Selling to a new customer is in most cases more timeconsuming and complex than selling to an existing customer. Here we made an example on how a guided sales process may be for new customers. This is an example, you may use and adapt to your organization.
This sales process is devided into the following stages.
- First meeting
- Second meeting
- Verbal accept
Each stage is then devided up into suggested activites (both follow-ups and documents)
In SOAdmin - set stale as guided