5. Marketing and Sales¶
Marketing & Sales are those activities associated with getting buyers to purchase the product, including channel selection, advertising, pricing, etc.
Todo
tools and tasks required to design the offer, market the product and then sell it offline or online
5.1. Sales automation¶
Use Zoho CRM : https://www.zoho.com/crm/
Créer des leads (nom, prénom, email address, nom de société) pour XYZ digital au minimum
Convertissez des leads en Contact (personne physique travaillant pour une personne morale) et Account (personne morale)
Ajouter un deal lorsque vous convertissez un lead en Contact
Créer des deals (projets signés ou en cours)
5.3. Contracts management¶
The Service Provider
is Shareholder of the customer
the Service Provider Lowers the price
is not Shareholder of the customer
the Service Provider asks for a regular price
The contract includes
3rd parties with whom the Service Provider has no liabilities towards the 3rd party
The Service Provider has NOTHING to do contractually
3rd parties with whom the Service Provider has liabilities towards the 3rd party
A contract describing the governance MUST be written