Minimizing Risks through Reliable Equipment Supply: 1. Initial Request - Customers submit equipment inquiries or orders to suppliers. 2. Assessment and Recommendation - Suppliers assess customers' needs, recommend suitable equipment, and provide detailed specifications. 3. Quote Provision - Suppliers generate quotes based on the recommended equipment and agreed-upon terms. 4. Order Placement and Confirmation - Once a quote is accepted, the supplier places an order with the manufacturer or confirms existing stock availability. 5. Shipping and Delivery - The ordered equipment is shipped to customers, accompanied by relevant documentation and instructions for use. 6. Post-Delivery Support - Suppliers offer maintenance, repair, or replacement services as needed and provide support via phone, email, or on-site visits. 7. Performance Review and Feedback - Customers evaluate the supplied equipment's performance and provide feedback to suppliers, which is used to improve future product recommendations and services offered.
Type: Send Email
The New Customer Inquiry Received step is the initial point of contact for new potential customers. This stage involves the receipt of a customer inquiry via phone, email, or online form submission. The workflow begins with the assignment of an inquiry reference number and the creation of a new case in the CRM system. The sales team reviews the inquiry details to determine if it meets the company's product/service requirements and target market criteria. If the inquiry is deemed eligible, the customer is contacted via phone or email to discuss their needs and provide information on the company's offerings. Upon confirmation of interest, the sales team proceeds with providing a personalized quote and proposal, outlining the benefits and features of the proposed solution. The goal at this stage is to establish rapport, build trust, and create an opportunity for further engagement with the potential customer.
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