Sales process

odoo CMS - a big picture

Involved 

Sales Manager
Project Manager
              Management
              ARTS Group (Legal, Marketing, Finance)

material

odoo (CRM + sample project ) Portfolio lead form (in paper form from ARTS Marketing)

Input

Customer request, Customer technical requirements 

output

Offer 
              Assessment Risk assessment
              Specified contact 

Key figures

Number of customer inquiries
Number of initial contacts
              Generated opportunities
              Process costs for success

purpose

The sales process represents the standard procedure for the beginning of a new customer relationship and the evaluation of this. It begins with the existence of a contact between ARTS Solutions and the customer. The end of this process is marked by the existence of a specific customer request to ARTS Solutions GmbH or the handover of the customer to the ARTS Group.

In addition to customer care as part of this process, the customer is regularly looked after at the discretion of the sales manager. 

1. Make appointment

  • Responsibility: Sales Manager

  • The sales manager makes an appointment with the customer.    

2. Prepare appointment

  • Responsibility: Sales Manager

  • The appointment is prepared with the customer on the basis of the previous customer history. In order to generate opportunities, starting points for cooperation with the customer are prepared in addition to the general ARTS Solutions company presentation. 

3. Conduct first customer appointment

  • Responsibility: Sales Manager

  • The first meeting with the customer is carried out. If necessary, the sales manager will be accompanied by a manager from ARTS Solutions.

  • The decision on the second participant on the part of ARTS Solutions is made on the basis of strategic, logistical or technical factors in cooperation with the customer.

4. Revise appointment

  • Responsibility: Sales Manager

  • The customer appointment is then prepared in order to document information for further cooperation.

  • In this context, the discussed content and opportunities are noted and an initial assessment of a possible collaboration in the CRM system (odoo) is made.

  • An email is also sent to the customer to summarize the content of the appointment.

5. Conduct assessment of opportunities and risks regarding a cooperation

  • Responsibility: Sales Manager

  • The opportunities and risks of working with the customer are assessed in detail by the sales manager in order to provide management with a basis for decision-making. The documentation of the chance in odoo is used for this.

6. Make decision about the sales opportunity

  • Responsibility: Management

  • On the basis of the previous analyzes of the cooperation with the customer, the management makes a decision on further cooperation with the customer. The management decides whether the customer is interesting for ARTS Solutions.

7. Qualify contact

  • Responsibility: Sales Manager

  • If ARTS Solutions is interested in the customer, this contact will now be further qualified and the cooperation possibilities will be specified (see process Sales customer qualification ).

8. Receive specific customer inquiry

  • Responsibility: Sales Manager

  • If the customer qualification has been successfully completed, the sales manager receives a specific customer request including a specification sheet.

9. Transfer customer to the ARTS group

  • Responsibility: Sales Manager

  • If ARTS Solutions GmbH is not interested in the customer, it will be passed on to the ARTS Group for further support.

 

version Creation: 03.03.2018 Examination: 09.05.2022 Approval: 12.05.2022
1.3 Christian Gabriel, external Kavin SOMASUNDARAM, QMB Gerald Unger, CEO