Task Management

Time Management

Planning and Preparation

Perfection

Understanding customer preferences for a product or service

How to convert customers

Sales CRM flow

Demo process

Customer KYC details

Payment modes

After-sales service

Drafting knowledge of all processes

Basic computer skills: file management, folders, Excel, printer usage, etc.

To explain the Sales CRM flow, we will use an example product:

Product: The latest model of a smartphone, called “X10.”

Sales CRM Flow:

1. Lead Generation: For X10, the company generates leads using channels like social media, email marketing, and online advertisements.
2. Lead Qualification: When a customer inquires about X10, the sales team starts the lead qualification process, asking questions to understand the customer’s needs and budget.
3. Demo and Presentation: If the product fits the customer’s needs and budget, the sales team schedules a demo and presentation.
4. Proposal and Negotiation: If the customer shows interest in X10,



the sales team prepares a proposal and negotiates terms.
5. Closing: Once the customer accepts the proposal, the sales team closes the deal and prepares the product for delivery.
6. After-Sales Service: After delivery, the sales team stays in touch with the customer to provide support and meet additional needs.

Using CRM Software:

To manage the sales CRM flow, the company uses CRM software like Salesforce or HubSpot. This helps the sales team track leads, schedule demos, prepare proposals, and close deals efficiently.

Advantages of CRM Software:

1. Tracking Leads: Helps the sales team monitor leads and maintain customer contact.
2. Scheduling Demo and Presentations: Assists in organizing meetings with customers.
3. Preparing Proposals and Negotiations: Enables the team to create and share proposals with customers.
4. Closing Deals: Facilitates smooth deal closure and prepares the product for delivery.

📌 Sales Executive (Surat)
🏢 Vritti Yarns
📍 Surat