SalesProcess Overview

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Sales Process Overview
    

Techaccess Sales Management System rests on four pillars of Strategic Business Planning, Sales Process Execution, Team Development, and Pipeline / Forecast Management.

 

Sales Process Matrix

 

Sales Processes

Teams Responsible

Frequency

Deliverables

Strategic Business Planning

  • Sales
  • BUs / Pre-sales
  • Strategy / Compliance
  • Management
  • Once a year

 

Must be completed by June 15 for coming FY

  • FY Targets (Sales & BUs)
  • Top 10 (each) regional account plans

Sales Process Execution

  • Sales
  • BUs / Pre-sales
  • Principal Engagements
  • Financial Board
  • Deal Review Board
  • Management

Ongoing activity

Team Development

Domain specific

Ongoing activity

Pipeline / Forecast Management

On regional basis

  • Sales
  • BUs / Pre-sales
  • Management

 

 

 

  • Sales
  • BUs / Pre-sales
  • Strategy / Compliance
  • Management
  • Twice a month

 

(Alternate Thursdays i.e. first and last Thursday of the month)

 

  • Quarterly

(10th of first month of a new quarter. Last quarter performance for both Sales & BUs “Actual vs. Projected”)