Pre sale activities

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Inquiry
Document Flow
Create a Quotation
Output of the Quotation Documentation
Creation of a Sales Order with Explicit Reference to the Quotation
Creation of a Sales Order without Explicit Reference to the Quotation
Output of the Sales Order Confirmation
Creation of the Quantity Contract Documentation
Creation of a Sales Order with Explicit Reference to the Contract
Creation of a Sales Order without Explicit Reference to the Contract
Output of the Contract..

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Pre sale activities

  1. 1. PRE-SALE ACTIVITIES Decisions ! Delivered !! SARAVANAN .M SALES MANAGER 19TH Nov 2013. Index : 1. Purpose 2. Benefits 3. Process Steps 4. Process Flow 5. Roles and Responsibilities.
  2. 2. PURPOSE Purpose:  The pre-sales business processes includes the functions for inquiries, quotations and contracts.  The inquiry is used to enter a request from the customer into the system to either provide him with a sales quotation or to store the inquiry electronically.  A quotation presents the customer with a legally binding offer for delivering a product or providing a service within certain fixed conditions.  A quantity contract is an agreement that your customer will order a certain quantity of a product from you during a specified period. The contract contains basic quantity and price information but no schedule of specific delivery dates and quantities.
  3. 3. BENEFITS Benefits:  Creation of inquiry with release status and SAP mail to responsible person  Quotation with automatic pricing from inquiry  Sales order with reference to quotation/contracts  Credit limit check
  4. 4. KEY PROCESS STEPS  Inquiry  Document Flow  Create a Quotation  Output of the Quotation Documentation  Creation of a Sales Order with Explicit Reference to the Quotation  Creation of a Sales Order without Explicit Reference to the Quotation  Output of the Sales Order Confirmation  Creation of the Quantity Contract Documentation  Creation of a Sales Order with Explicit Reference to the Contract  Creation of a Sales Order without Explicit Reference to the Contract  Output of the Contract
  5. 5. PROCESS FLOW DIAGRAM Inquiry Document flow Create quotation Quotation output Document flow Create Sales order Create Sales order (w.r.t quote) (w/o.r.t quote) Document flow Contract output (w.r.t quote) Create quantity contract (w/o.r.t quote) Document flow Sales order output
  6. 6. RESPONSIBILITIES OF A PRE SALES CONSULTANT Responsibilities:  Preparation of Proposals,  Demonstrating some of the ERP products,  Explaining how it can help the business,  Creating some Proof of concept(prototypes)
  7. 7. THANKYOU FOR FURTHER DETAILS , FEEL FREE TO CONTACT ME ANYTIME :

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