Livespace allows you to create more than one sales process. This is particularly useful if you sell in different ways depending on, for example, the type of service or product or depending on the customer type – a sales process for key accounts may be different than for your other customers.
Using multiple sales processes
Using multiple sales processes is an excellent way to reflect actual activities within your company in Livespace.
Before creating multiple sales processes, you should decide on what will determine the choice of a particular process, as sales processes can be:
a) Based on the type of a customer
Customers from a particular segment (for example key accounts) can be serviced in accordance with the process developed under their terms, typically requiring more effort in the sales process. It is completely justified if we previously defined these customers as the essential ones. Learn more about customer segmentation.
b) Based on sales category
If you sell different products/services, you can choose a flowchart of sales based on what the given deal is concerned with. Depending on the category of a deal, you will lead your activities according to a specific, prescribed process. Learn more about turning on and editing the products.
c) Based on sales value
You can decide that specific sales processes depend on what is the value of the deal. In this case use the default process until you do not know the deal value, and when you manage to specify it, you can change the process to the appropriate for a given value. Remember in this case to include point Establish the value of sales at an early stage in your default sales process
d) Based on trader
Certain traders may act in accordance with the given process. It is a convenient solution when your team is specialized and specific people always deal with the same components. You can then differentiate sales processes depending on whom they relate.