7. Pre-sales – Analysis
Current Solutions used
Spent on current
solution
Business need
Business Category
Present state of online
presence &
discoverability
Layers of decision
making
8. Pre-sales – Appointment
• WHY
– Professionalism
– Internal record purposes – CRM
• WHO
– Sales team, tele-sales
• HOW
– Phone call, Email, visit
9. Pre-sales – CRM
• Purpose
– Internal
– External
• Activities
– Lead
• Outcome
– Better reporting
– Tracking activities related to customers
14. Support
• WHAT
– Analytics related to verticals – Search landings, User queries, etc.
– How to update message board?
• WHO
– Center of Excellence (CoE) Team
– Internal Dashboard
• HOW
– Reports
– Dashboard
– Email, Call
15. CRM
• Purpose
– Internal
– External
• Activities
– Lead
– Opportunity
– Account
• Outcome
– Better reporting
– Tracking activities related to customers