A sales process provides structure and roadmap for productive sales engagements. It ensures consistent and thoughtful selling despite improvisation. Every sales organization has one in place for lead management
Presales is the process of generating leads and proposals before closing sales. It helps companies convert customers efficiently and sustainably. Presales activities are typically performed by sales operations teams
Proforma invoice is a preliminary document sent before a sale is confirmed. Latin term 'pro forma' means 'for the sake of form'. Shows agreed-upon deliverables, prices, shipping information, and delivery date
Cash registers record payments and handle cash throughout business day. Register should be placed on hard surface with receipts. Batteries should be installed before programming functions. Receipt paper must be fed through register for customer receipts
SAP CRM supports complete sales cycle management across multiple channels. Sales Professional role provides standard functionalities for sales representatives. Sales Assistant helps plan activities and prepare value propositions
SFA automates tasks based on inputs and leads' responses. Software can send follow-up emails or assign tasks automatically. Includes reporting tools for sales team performance analysis