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Sales Processes : Pre-Sales Activities



Specific marketing measures, for example, direct mailing campaigns, internet campaigns, trade fair sales activities or telephone campaigns, can trigger sales processes.

Pre-Sales Activities may include:

  • Create and tracking customer contacts
  • Mailing campaigns
  • Answering customer questions received by email, fax and etc
  • Inquiries
  • Quotations

Possible sequences of such campaigns can be a non-binding customer inquiry or a request for a quotation. Inquiries and quotations help you to determine important sales-related data and can be saved as documents. If the customer then places an order, you can refer to this data.

Use this pre-sales information to plan and evaluate your marketing and sales strategies and as a basis for establishing long term business relationships with your customers, for example by

  • Tracking lost sales
  • Recording pre-sales data to help negotiate large contracts
  • Selling goods and services to large organizations that require documentation of the entire process.

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