Sales Marketing
Template for sales marketing
Available Services
Car Selling Contract Management
End-to-end workflow for managing car sales contracts from initial documentation through financial approval to final archiving
Schedule Viewing Cars / Drive Test
End-to-end process for managing car viewing appointments and test drives from initial customer contact through follow-up
Customer Order Handling Workflow
Manage customer orders from inquiry through quotation and purchase order
Inquiry Handling
Comprehensive workflow for managing customer inquiries from initial contact through requirements gathering and pricing to successful conversion
Lead Process
Complete lead-to-installation process for custom manufacturing from initial contact through delivery and warranty
Opportunities Management
Complete sales opportunity management workflow from initial customer contact through contract signing and payment collection
Sales Pipeline Workflow
Complete B2B sales workflow from initial inquiry through proposal, agreement signing, leasing approval, and payment collection
Sales Process
Standard sales workflow from lead generation through closing, designed for systematic opportunity management