Development project
Sales optimisation
How can a known improvement need become a workable sales process?
PreTeSo develops an agreed sales process with your team and supports its implementation within the defined scope. The focus is on usable workflows, clear handovers and tools that support daily work.
The starting point
The weaknesses are known, but processes, responsibilities and tools do not yet work together. Improvements are repeatedly overtaken by daily demands.
Your deliverable
Optimisation concept including process description and action plan.
The outline below makes the deliverable concrete. The coverage and depth are agreed for your project.
- Target process
- Defined steps, handovers and decision points for the agreed sales activities.
- Roles and tools
- Responsibilities and requirements for metrics, templates and supporting tools.
- Implementation plan
- Prioritised actions, owners and agreed introduction steps.
How we work
Clarify the need
Review existing findings or specific bottlenecks with the team.
Develop the workflow
Agree processes, roles, handovers and indicators.
Support introduction
Trial agreed changes in a defined area and collect feedback.
Hand over adjustments
Incorporate findings and agree how the process will be maintained.
Tools for the task
We select methods to fit the question and available information.
Process mapping and gap analysis
Compare existing workflows with the intended process.
RACI and handover criteria
Clarify execution, approvals, consultation and information for each task.
Action plan and process review
Track changes and review their usability with the team.
What we need from you
- Known bottlenecks or sales assessment findings
- Existing processes, systems and working templates
- Available metrics and internal requirements
- Participants and decision-makers for process changes
Scope and boundaries
Implementation support and participating areas are defined. A complete CRM implementation, software development or ongoing sales management is included only by separate agreement.
Responsibilities, format and schedule
PreTeSo carries out the agreed analysis and development work. Your team provides information, reviews the technical findings and makes internal decisions. Contacts, approvals, delivery formats, review steps and timing are defined at the start.
Make room for your next development step.
Discuss the project ↗