Sales

Process Design Pattern

Purpose

To identify customers and create a need

To help qualify customers so they make an informed choice.

To promote the various products in ways to attract the most potential customers

Outcomes

Activities

Identify Target Customer base for specific products
Provide advertising for the product to customers
Qualify the customers and help support their selection
Using the Order Management Process: Deliver the order
Forecast Sales based upon understanding the customers and the market.

Roles

Sales Manager
Salesperson
Order Administration
Advertising
Promotion

Entry Criteria

A team contributes to the sales of current products and services.

Objects

Promotion,
Qualified Customer List
Advertising
Pricing

Process Owner

Sales Manager

References

This process links to the following Best Practice, External Standards and Product Standards. Links to other processes that this process may start are also indicated.

External Standards

ISO 9001:2015 Quality Management Systems: Requirements

Initiates

Contract Management

Order Management

NOTE: The sales process varies with the type of business. This is just a prototype example only.