Categorias: Todos - marketing - process - software - challenges

por Jason Rainbird 3 anos atrás

220

Brillopak

The document outlines various components related to a project involving Brillopak. It details the project's goals, necessary conditions for success, and potential impacts. Additionally, it addresses current marketing strategies, sales processes, and the operational software in use, including GSuite, MAP, and ERP systems like Dynamic NAV.

Brillopak

Brillopak

Relationship
update label on Org
Communication
migrate yes or no
Screen
layout

best practice

Data
3 Spreadsheets

need combining and dedupe

MG
Install
Clean Up Process
Products

12x

Deals
People
Organization

Address 1 + Add value Address 2 Address 3 Town (Address 4) County (Address 5) Post code

Sales People
2x
CPQ?
Rotting Process
Velocity
Capital Sales

Average Sales Cycle

9 Months

Data Capture
nothing in place
Process
Ratio Process

Leads/Customer

New Enquiry (8%)

Engagement

Criteria Capability to delivery - meet our requirements

e.g. Packs Apple

Checkbox (Standard)

Development

Approval

Proposal Sent (25%)

Advancement (90%)

Lost

Lost Reason

Project Abadondon

Dormant

Won

Process in Place

Meeting Sales Handover Meeting

Full Specification

Word

Order

Value £

Expected Close

Factory Tour

Key Data

Visit Date

Reference Site Visit

Which Customer did they visit

Video Trial

Declined

Accepted

Offered

More Details

Budgetary Proposal Sent

File

Value

Rotting

Diary Activity

Schedule Meeting

Automation

Qualification Stage

Speak to Contact

Qualification Process

Key Criteria

Timescale

Explicit Date

Project Type

Top Down Packing

Packing

Budget

Capex

Range

offer range of price

Recommendations

Challenges

Future

Exploratory

Worst Result if you don’t take action?
Best Result if you do take action?
What does the completed project look like?
What’s the biggest difference this will make?
What has to be true when this project is finished?
What do you want to accomplish?

Current

Project Outcomes
Describe your typical sales process
What are your best past marketing initiatives?
Current Software
GSuite
Operational

ERP

Subtopic

Dynamic NAV

Accounts
MAP
CRM

Pipedrive

What is your main product/services?
Target Market
Industry
Contacts
Operations
Marketing
Sales
Management

Peter Newman

Technical Director

Company
+44 1622 872907