Setup Phase - Deal Setup
This phase will identify the groupings of the products and services with similar sales cycles.
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Identify the list of products and services being sold
Anne P.
Jan A.
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Group the products and services according to the similar sales cycles, these are called pipelines. (the requirements needed to sell a certain product) and name each product group
Anne P.
Jan A.
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Identify the steps undergone per pipeline
Anne P.
Jan A.
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Move the content from the pipeline from item # 3 to the details and pipelines portal
Jan A.
Marvin L.
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List down the actions done by the sales teams (face to face meetings, e-mails, virtual meetings)
Anne P.
Jan A.
Marvin L.
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Define the required number of actions done by sales teams on a weekly basis > activity goals are leading indicators (number of meetings booked, number of sales calls done)
Anne P.
Jan A.
Marvin L.
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Define the sales quota after defining the activity goals
Anne P.
Jan A.
Marvin L.
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Are there certain backgrounds or key data that will indicate a client’s success? Indicate that by training the AI model through contact scoring.
Anne P.
Jan A.