The document describes a complex sales workflow model for managing a complex sales process. It includes milestones, roles, and templates to map the process. It also describes a shared workspace to track progress, store documents and activity logs. Prioritized reports include alerts, funnel reports to identify where leads are getting stuck in the process, and metrics to understand why leads are getting stuck. Screenshots show what the shared workspace and reports may look like. It concludes by describing options for a quick start, consulting, or full implementation of the workflow model and system.
12. prioritized reports
alerts - when we are stuck
- alerts for appointments and tasks
- alerts for stuck leads
- alerts for unattended customers
funnel - where are we stuck?
- idle leads – no sales activity
- inactive leads – no progress
- inactive customers – no open projects
metrics - why we are stuck?
- velocity – how long are we taking ?
- volume – how many leads are we handling?
- conversion – success and failure
13. http://on2.biz
shared
workflow workspace prioritized
models reports
people
milestones
i information alerts
roles activity
funnel
progress
templates
metrics
documents
27. http://on2.biz
quick start !
- sign-up for a free account
- fill in workflow model sheet
- start tracking your workflow
consulting
- interviews with all stake-holders
- advanced customization guide
- custom workflow model
implementation
- custom workflow implementation
- training sessions
- on-going support
28. contact
us ! t. a. balasubramanian
http://www.linkedin.com/in/tabbyindia
tabbyindia@gmail.com
98200-06823
ashutosh bijoor
http://www.linkedin.com/in/bijoor
bijoor@reach1to1.com
98201-94408
lira priyadarsani
http://www.linkedin.com/profile/view?id=15361895
lira.priyadarsani@webofcomms.com
99712-84441