Project Sales Management with Ttech
Ttech is a comprehensive solution which addresses the need for data capture, data management and data sharing. Provides a structured process for effectively managing the sales cycle. Removes the drudgery of task management / Focus on customer opportunities and relationship
PROJECT SALES CHALLENGES
- Complex sale requiring team approach – sales, product managers, design team, legal/finance
- Multiple people need to be mapped – architects, consultants, project managers
- Many product lines / many possibilities for configuring a solution
- Multiple bids for the same opportunity with multiple contractors
- Sales process can be lengthy – important to remember history (price , discounts quoted in the past)
- Numerous tasks - Sales call reports, notes, memos, emails, faxes, telephone calls and meeting
- Fragmented information – effort to keep together in a project file
- Knowledge with individuals – collaboration requires significant manual follow-up activity
PROJECT SALES CRM
- Address the need for data capture, data management and data sharing.
- Provide a structured process for effectively managing the sales cycle.
- Enable sales people to focus on more and better opportunities.
- Remove the pain of sales reporting.
- Make sale forecasting easier and more predictable.
- Automatically create a “project file” as and when activities or tasks are executed
- Communicate in context and on time
- Remove the drudgery of task management / Focus on customer opportunities and relationship
CREATE OPPORTUNITIES
- Scan Projects data in the region and enter/upload
- Identify potential accounts
- Establish who is what – Consultant, Architect, Owner’s representative, sub-contractors
- Schedule delivery of brand samples to ensure qualification of product/brand represented
- Define a key account activity plan
- Receive bids
MANAGE OPPORTUNITIES
- Collobarate with design team / manufacturer’s representative
- Validate solution configuration
- Have I worked on this bid with anybody else?
- Have I worked with this subcontractor before?
- If so what is the history -price/discount levels
- Finance - Organise tender bond /track expiry dates
- Mgmt – Price discount levels / unusual logistics /approvals for any exceptions in the engagement
Establish Technical feasibility
Exercise Commercial Due diligence
Collaborate
CREATE VALUE
- Online Conflict management in Appointment management
- Integration to Outlook
- Internal workflows – Discount approvals, meeting requests
- External influencers , decision makers – mail, sms, telephone calls
- Opportunity history – who has done what, when
- Communication History -Plan, execute, store communication history in context to project, tender and person
- Documents – upload drafts, revise, track changes
- Rate the opportunity with an objective rating sheet
- Update opportunity status pipeline and forecasts
Schedule Mockup / POCs / Demos
Communicate / Collaborate – On time In context
Track – Take proactive action
Take stock - Be predictable
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