Sustainable Energy Solutions for Homes and Buildings Workflow

Customer Inquiry

Type: Send Email

This process begins when a potential customer reaches out to the company via phone, email, or in-person inquiry. The purpose of this initial contact is typically to gather information about a product or service that the customer is interested in. The workflow step "Customer Inquiry" initiates the sales process and marks the beginning of a new customer engagement. This step involves capturing essential details such as the customer's name, contact information, and specific product or service requirements. Once this information is collected, it is typically reviewed by a sales representative who will then respond to the inquiry with relevant information about the requested product or service. The goal at this stage is to provide the customer with a positive first impression of the company and set the tone for further communication.