Basic sales process

Basic sales process

Storyboard Description

Using the basic sales process to illustrate the accompanying CRM elements involved.

Storyboard Text

  • Gilbert responds to a marketing campaign and contacts the dealership for more information.
  • I really love that car! I'll contact the dealership and check it our more closely...
  • Great! I just got assigned a new lead. Let me contact the buyer to qualify him before I capture him on CRM. Then I'll make an appointment...
  • Please contact Gilbert Manselli regarding 2012 Toyota Prius (blue), stock no. 312-14. Detail...
  • Monica learned that Gilbert is an able buyer and wants to take the car for a test drive.
  • After qualifying Gilbert, she has captured his detail in CRM and booked him for a test drive, reserving the vehicle from the stock pool on CRM.
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