How to add a new product to our list of services to our crm
When it comes to creating a quotation for a client via crm it is imperative that the specific product/service requested by the client is uploaded onto the system prior to adding it to a quotation.
The finance team is responsible for adding the different services/products to the CRM and require a lead time of around 1 day
In order for them to be able to do this please send them:
1. Product name – What is it called ?
2. Typical type of billing method utilised for offering such a service – Example fixed price, monthly retainer etc.
3. Purpose of the service/ product – Example: identify all possible failures in a design, manufacturing or assembly process, or a product or service; studying the consequences, or effects, of those failures; and eliminating or reducing failures, starting with the highest-priority ones.
4.
Method
5.
Deliverables for each step within the method
6. The client responsibilities – If any
7. Whether or not this is considered a relevant activity
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