Setting Up Stages In Your Pipeline

HOW TO DEVELOP THE STAGES IN YOUR PIPELINE

Company XYZ sells Product A to clients via a form on their website.

First we break down the processes to the various departments involved.

Then we note the department/processes that require to be initiated by another process.

These processes that need to be initiated will be a stage in the pipeline.

Let us follow the workflow of our fictitious company XYZ!

 

SAMPLE SALES WORKFLOW FOR COMPANY XYZ

 

1.0       Customer Service receives order from Customer A

2.0       Customer Service checks with the Store if Product A exists.

3.0       Customer Service receives response from Store.

Two possible responses:

3.1       Product A does not exist but will be available in x number of days at y cost.

3.1.1    Customer Service sends an order slip via email to Customer A which indicates Product A will be available in x days at y cost a.

3.1.2    Customer A is requested to send back the order slip if they are still interested in making payments for Product A.

           Three possible responses

3.1.2.1       Customer A does not respond 5 days after x days stated in the order slip, the transaction is cancelled.

3.1.2.2       Customer A responds but does not return the order slip, the transaction is cancelled.

3.1.2.3       Customer A responds and sends back the order slip. The transaction is initiated.

                 Customer Service sends an invoice to Customer A when Product A arrives, after confirming from the Store.

3.2        Product A exists and the cost.

Customer Service sends an invoice to Customer A to make payment for Product A within 5 working days and a copy to Accounts.

4.0       Customer Service receives email from Customer A stating that payment has been made.

5.0       Customer Service sends email to Accounts to confirm the payment from Customer A.

Two possible responses:

5.1       Payment not received.

Wait until payment has been received.

5.2       Payment has been received.

Customer Service sends an email to Store attaching a request for Delivery and email from Accounts for Product A to be delivered to Customer A.

6.0       Customer Service receives a courier slip from Store indicating the courier has gone to make the delivery.

7.0       Customer Service sends an email to Customer A attaching the courier slip informing of the delivery to be made.

8.0       Customer Service sends an email to Customer A requesting for confirmation of receipt of Product A.

Two possible responses:

8.1       Product Not Received.

Customer Service receives email from Customer A that Product A has not been received.

Customer Service contacts Courier company and makes sure that Customer A receives their product.

Then close the transaction.

8.2       Product Received.

Customer Service receives email from Customer A that Product A has been received.

Close the transaction.

 

 

SALES PIPELINE

 

STAGE

STEP

NAME

COMMENT

1

1.0

Order received.

Order received online.

2

2.0

Check with store.

Store to confirm if product exists.

3

3.0

Response from store.

Product exists in the Store.

 

3.1

Response from store: Later.

Product has to be ordered by the Store.

4

3.1.1

Send Customer Order Slip.

Order slip sent to Customer.

 

3.1.2.3

Order Slip Yes.

Customer confirms order.

 

3.1.2.2

Order Slip No.

Customer rejects order.

 

3.1.2.1

Order Slip Cancelled.

Customer does not respond within the specified number of days.

5

3.2

Customer Invoice.

Customer sent an invoice.

6

3.2

Accounts Invoice.

Copy of invoice sent to Accounts for tracking.

7

 

Invoice Cancelled.

Customer did not respond after 5 working days.

8

4.0

Customer Payment.

Customer sent evidence of payment.

9

5.0

Accounts Confirm.

Accounts has been notified to confirm Customer's payment.

10

5.2

Accounts Paid.

Accounts has confirmed receipt of payment.

11

5.2

Delivery Store.

Store has been notified to initiate delivery.

12

6.0

Courier Store.

Courier has picked up from Store.

13

7.0

Customer Courier.

Customer has been notified of delivery to be made.

14

8.1

Customer Delivery

Pending delivery.

15

8.2

Transaction Closed.

Number of sales made.

 

 

IF YOU WOULD LIKE 5M eServices

TO CREATE A PIPELINE FOR YOUR CRM OR DOCUMENT YOUR BUSINESS PROCESSES,

PLEASE CLICK THIS LINK, FILL THE FORM AND WE WILL GET BACK TO YOU.

 

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