OpenReference

The processes associated with the pursuit of leads, and selling standard products and services to prospects and existing customers. Standard-terms based sales and contracting processes are typically applied to high-volume, low-touch and/or online business segments.

This page needs to be updated. Please participate in the discussion at the Sell on Standard Terms Discussion Page.

Use Cases

• Online/web/app sales
• Retail store sales (brick-and-mortar)

Notes

Inquiry-to-Order Request for Proposal t:Lead

Hierarchy

ID	Name	Level	x
S	Sell	1	S
S1	Sell on Standard Terms	2	S1
S101	Land/Welcome Lead	3	S101
S102	Identify Needs	3	S102
S103	Direct to Offerings	3	S103
S104	Provide Features and Advantages	3	S104
S105	Upsell and Cross Sell	3	S105
S106	Transfer to Contract	3	S106

Term(s)

ID	Name	Clear	x
I2O	Inquiry-to-Order		I2O
RFP	Request for Proposal		RFP

Workflow

From Input(s)	Process	Output(s) To
	S1

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