Actions

S

Sell

Sell is the macro process representing the processes associated with selling products and services to customers and partners. This includes understanding customer needs and communicating the value of products and services offered to support these needs.

Sell processes qualify leads and educate prospective and renewing customers depending on the type of sales model:

Selling Type Sell Input Process Output
  • Standard Terms
  • Inquiry
  • Respond
  • Catalog
  • Proposal
  • Inquiry/RFP
  • Lead
  • Product Sales
  • Service Sales
  • Opportunity to Price
  • Qualified Opportunity
  • Custom Solutions
  • Inquiry/RFI
  • Lead
  • Referral
  • Consultative Sales
  • Customization
  • Prototype
  • Solution to Price
  • Qualified Opportunity
  • Renewal
  • Expiration
  • Renewal
  • Cross-sell
  • Up-sell
  • Renew
  • Renewal Opportunity
  • Non-renewal

Use Cases

  • Webstore - A catalog of products organized by category, application, etc. This may include articles and videos explaining the application and/or use of the product or service
  • Product trial - A limited feature and/or time use of a product to experience its value
  • Customer presentation - A meeting presenting the value of the offering related to the
  • Product demonstration - A presentation of a product's capabilities to address a customer's needs
  • Consultative sales - Interactive sales process analyzing customer needs and developing a (custom) solution addressing these needs
  • In Retail: Sales clerk
This page needs to be updated. Please participate in the discussion at the Sell Discussion Page.

Sales Force Automation Customer Relationship Management System

Hierarchy

IDNameLevelx
SSOSales and Support Operations0SSO
SSell1S
S1Sell on Standard Terms2S1
S2Sell by Proposal2S2
S3Sell Custom Solution2S3
S4Sell Renewal2S4

Term(s)

IDNameClearx
CRM(S)Customer Relationship Management SystemCRM(S)
RFIRequest for InformationRFI
RFPRequest for ProposalRFP
SFASales Force AutomationSFA

Workflow

FromInput(s)
Process
Output(s)To
wf_processwf_arrow
PSales Plan
S
Sell Sales And Support Operations B00000 1 Sales, Leads, Samples, Customer, Needs, Product, Solution, Sales & Support Selling products and services to customers and partners. This includes understanding customer needs and communicating the value of products and services offered to support these needs