Our Services
Sales Channels, CRM & Sales Enablement
The goal of marketing is not simply to generate traffic. It is to move prospects into a clear,
manageable sales process.
This module is particularly relevant to manufacturers, distributors, professional service firms,
and other B2B businesses.
How We Can Help
• Build target account lists
• Prepare partnership and outreach materials
• Support authorized business outreach and introductions
• Coordinate meetings and communications
• Build sales follow-up trackers
• Configure a basic CRM
• Document the sales process
• Define after-sales roles and responsibilities
001 Channel Strategy
Select channels based on the product and target customer:
• Direct sales
• E-commerce
• Retail
• Distributors
• Sales agents or representatives
• Industry partners
002 Channel Development
Identify and qualify potential:
• Customers
• Buyers
• Distributors
• Retailers
• Project partners
• Industry organizations
003 Sales Tools & Collateral
Prepare:
• Company profile
• Product catalogue
• Product or service pages
• Presentation and demo materials
• Quotation templates
• FAQs
• Partnership information
• Case studies
• Proof points and supporting credentials
004 Sales Process
Build a clear process:
Inquiry qualification discussion/demo quotation follow-up close after- → → → → → →
sales
CRM Integration
Set up:
• Customer fields
• Lead source tracking
• Sales stages
• Contact history
• Quote status
• Next action
• Follow-up date
And, where relevant:
• Deduplicate contacts
• Connect website forms
• Build a sales pipeline
• Train the client team to use the system
005 After-Sales Handoff
Clarify in advance who is responsible for:
• Installation
• Training
• Warranty
• Technical support
• Customer service
Assign each responsibility to the appropriate party.
Key Deliverables
Channel development list, sales enablement package, sales process, CRM configuration,
sales pipeline, form integrations, follow-up system, after-sales responsibility matrix, and user
guide.