Improve your CRM strategy with our SmartSheet Template - streamline lead management, proposal presentation, deal closure and post-sale service.
1
Enter potential lead details
2
Research and verify lead details
3
Initiate first contact with lead
4
Track and document lead interaction
5
Evaluate lead interest and potential
6
Approval: Lead Evaluation
7
Develop customized proposal for lead
8
Present proposal
9
Track lead response to proposal
10
Negotiate terms and conditions
11
Approval: Terms Negotiation
12
Prepare contractual agreements
13
Finalize and close deal
14
Document all details of deal closure
15
Initiate post-sale follow up
16
Monitor and document post-sale response
17
Manage any post-sale issues or concerns
18
Evaluate overall deal process for improvements
19
Document any lessons learned for future reference
Enter potential lead details
Gather all necessary information about the potential lead. This task is crucial for starting the CRM process and building a solid foundation for future interactions. Be sure to collect contact details, company information, and any specific details that might be relevant. It is important to be thorough and accurate in order to set the stage for successful lead management.
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Technology
2
Healthcare
3
Finance
4
Retail
5
Education
1
Referral
2
Website
3
Social Media
4
Event
5
Cold Call
Research and verify lead details
Perform thorough research on the gathered lead information to verify its validity and accuracy. This task plays a vital role in ensuring the reliability of the lead data and preventing wasted efforts on unqualified leads. Use various resources and tools to verify the lead details and update any discrepancies. Be meticulous but efficient to maintain a good balance in your research process.
Initiate first contact with lead
Now that the lead details have been entered and verified, it's time to make the first contact. This task requires you to reach out to the lead through their preferred communication channel, such as phone or email. Introduce yourself, explain the purpose of the contact, and gather any additional information that may be relevant for future interactions.
Track and document lead interaction
In order to maintain a clear record of lead interactions, this task requires you to track and document every interaction with the lead. This includes both verbal and written communication. Make sure to include important details, such as the date of interaction, the method of communication, and any key points discussed. This will be valuable for future reference and tracking progress.
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Phone
2
Email
3
Meeting
4
Video Call
5
Live Chat
Evaluate lead interest and potential
This task requires you to evaluate the interest and potential of the lead based on their interactions and responses. Consider factors such as their level of engagement, specific requirements, budget, and timeline. This evaluation will help determine the next steps in the CRM process and prioritize leads based on their potential.
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High
2
Medium
3
Low
1
Price
2
Features
3
Support
4
Integration
5
Timeline
Approval: Lead Evaluation
Will be submitted for approval:
Evaluate lead interest and potential
Will be submitted
Develop customized proposal for lead
Now that the lead's interest and potential have been evaluated, it's time to create a customized proposal based on their specific requirements. This task requires you to carefully analyze their needs and tailor the proposal accordingly. Make sure to highlight the unique value proposition, pricing details, and any other relevant information that will help convince the lead to move forward.
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Feature 1
2
Feature 2
3
Feature 3
4
Feature 4
5
Feature 5
1
1 week
2
2 weeks
3
3 weeks
4
4 weeks
5
Custom
Present proposal
This task requires you to present the customized proposal to the lead for their consideration. Choose a suitable method of presentation, such as email or in-person meeting, based on the lead's preference. During the presentation, make sure to highlight the key points, address any concerns or questions, and emphasize the benefits of moving forward with the proposal.
1
Email
2
In-person Meeting
3
Phone Call
4
Video Conference
5
Webinar
Proposal Presentation
Track lead response to proposal
It is crucial to track the lead's response to the proposal in order to gauge their level of interest and address any concerns. This task requires you to carefully monitor their response and document it. If the lead has any questions or requests for modifications, make sure to address them promptly and effectively.
1
Positive
2
Negative
3
Pending
4
Request for Modification
5
No Response
Negotiate terms and conditions
Now that the lead has provided a response to the proposal, it's time to negotiate the terms and conditions of the deal. This task requires you to engage in a constructive discussion with the lead, addressing any concerns or requests they may have. The goal is to reach a mutually beneficial agreement that satisfies both parties.
1
Initiated
2
In Progress
3
Completed
Approval: Terms Negotiation
Will be submitted for approval:
Negotiate terms and conditions
Will be submitted
Prepare contractual agreements
This task requires you to prepare the contractual agreements based on the negotiated terms and conditions. Carefully review the agreement to ensure all the agreed-upon terms are accurately reflected. Seek legal advice, if necessary, to ensure compliance with relevant laws and regulations. Once prepared, share the agreement with the lead for their review and signature.
Finalize and close deal
This task marks the finalization and closure of the deal. It requires you to obtain the lead's final approval and confirmation to proceed with the agreement. Ensure all necessary documents are signed and all outstanding matters are resolved before proceeding. Once the deal is closed, celebrate the achievement and prepare for the next steps in the customer relationship management.
1
Closed-Won
2
Closed-Lost
3
On Hold
4
Cancelled
5
Other
Document all details of deal closure
It is important to document all the details of the deal closure for future reference and tracking purposes. This task requires you to record the key information related to the closed deal, including the lead's details, the agreement terms, the closure date, and any additional relevant information. This will serve as a comprehensive record of the completed deal.
Initiate post-sale follow up
After the deal closure, it's important to initiate a post-sale follow-up to ensure customer satisfaction and address any immediate needs or concerns. This task requires you to reach out to the customer, express gratitude for their business, and inquire about their experience so far. This will help build a strong customer relationship and provide an opportunity for any necessary support or assistance.
Monitor and document post-sale response
As part of the post-sale follow-up, it is important to monitor and document the customer's response and feedback. This task requires you to keep track of any communication or interactions with the customer following the deal closure. Note any positive feedback, concerns, or issues raised by the customer, and take appropriate actions to address them.
1
Phone Call
2
Email
3
Meeting
4
Live Chat
5
Support Ticket
Manage any post-sale issues or concerns
This task requires you to effectively manage any post-sale issues or concerns raised by the customer. Promptly address the customer's concerns and provide appropriate solutions or assistance. Regularly communicate with the customer to keep them updated on the progress of issue resolution. Ensure customer satisfaction by providing exceptional support and going above and beyond to meet their needs.
1
Technical
2
Billing
3
Product Quality
4
Delivery
5
Other
Evaluate overall deal process for improvements
This task requires you to evaluate the overall deal process and identify areas for improvement. Reflect on the entire CRM process from lead generation to deal closure and analyze its effectiveness. Consider factors such as efficiency, customer satisfaction, and sales outcomes. Based on your evaluation, propose any necessary changes or enhancements to optimize future deals.
1
Lead Generation
2
Lead Qualification
3
Communication
4
Proposal Development
5
Negotiation Process
Document any lessons learned for future reference
This task requires you to document any lessons learned throughout the CRM process for future reference and continuous improvement. Reflect on the successes, challenges, and key insights gained from each stage of the process. Identify best practices and areas for improvement. This documentation will serve as a valuable resource for optimizing future customer relationship management strategies.
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