Flashbay Sales Standards

Number	Standard	Information
		TURNING LEADS INTO CUSTOMER
1.1	Understand the lead	Read the information in the lead (Company, contact name, email, website, search terms, identified products etc) and quickly look up the lead online to get familiar with them. Look for other companies from the same town and whether we’ve sold to the same organisation in another territory
1.2	Enter the lead	Check for duplicates and forward to the appropriate colleague if a duplicate is found, otherwise enter the lead accurately and fully into Netsuite
1.3	Call the lead	Within 45 minutes call the lead to open the sales cycle
1.4	Email the lead	Within 45 minutes email the lead to maintain momentum after the initial call or as a first point of contact if you haven't been able to reach them successfully
1.5	Offer samples	Confirm which samples the lead is interested in receiving, confirm their address - never just send samples to an address that you've found online without confirming with the lead first
1.6	Get their logo so you can have a Virtual Proof made	Ask for it as the "Call to Action" in your initial email and on the initial call. If the lead doesn't provide to you after you've asked then look it up online and send a Virtual Proof of their preferred model or an intelligent suggestion if they don’t have a preference
1.7	Provide a Quote	Once you know what the lead wants and have their logo you can provide a quote. If the lead isn't responsive to your calls or emails then quote based on the info you already know from the enquiry to give you a baseline starting point. If you don’t have enough info then intelligently quote for the most popular model, quantity and capacity
1.8	Be responsive	Answer all questions and reply to all emails from the lead within 45 minutes - it shows you want their business. Return all phone calls within 45 minutes
1.9	Be proactive	If a lead doesn't respond to your follow-ups decide whether to offer a better price, if they give you a competitor quote get approval to match on the Price Check channel
1.10	Make it easy for the lead	Always attach the most recent quote to all emails during the pre-sales cycle - this makes it easy for the lead to know what you're offering them
1.11	Manage the sales cycle	Always include a "Call to Action" at the end of calls and in the last paragraph of emails to progress to the next stage of the sales cycle
1.12	Be persistent and follow-up	Follow-up with appropriate frequency - for responsive leads this will be an active conversation, for unresponsive leads you should set a follow-up date in the pipeline and follow the Automatic Follow-up reminder email notifications
1.13	Be aware of deadlines	If the lead has specified a deadline your follow-up needs to be more frequent and remind the lead of their important deadline and our lead times
1.14	Always send a comprehensive Order Comfirmation	Have the lead confirm all aspects of the order so both sides know what's being agreed. There is a handy template in Text Parts that you should use to ensure nothing is missed
1.15	Follow-up payment and data	Always be aware of any deadlines and make sure you follow-up as often as necessary to ensure they will be met
		ENQUIRIES FROM EXISTING CUSTOMERS
2.1	Understand the enquiry	Read the information in the enquiry or email from the existing customer and refresh your memory about the customers past orders and price levels
2.2	Ensure you make the customer aware they have ordered from us before	If dealing with a contact you have dealt with personally before you can assume they remember us, if it’s a new or unfamiliar contact make reference to past orders from the company when you make make initial contact. Make sure the new contact is added to Netsuite.
		Then proceed from step 1.3 above - just replace "lead" with "customer" in your mind when reading
		AFTER AN ORDER HAS BEEN PLACED
3.1	Follow-up payment and data	Always be aware of customer deadline and make sure you follow-up as often as necessary to ensure it will be met by securing any advance payments or provision of data in time
3.2	Keep the customer informed	If the customer order is subject to capacity upgrades, changes or delays of any sort then keep the customer updated the same day that you find out
3.3	Confirm customer satisfaction	Within 2-3 working days of order delivery call your customer to ensure everything about the order and order process was 100% to their satisfaction and raise an Aftersales case if not - we want all our customers to be 100% happy in their dealings with us
3.4	Earn a TrustPilot bonus	If the customer confirms they are 100% happy then send them a TrustPilot invite
3.5	Chase overdue payments	Secure your commission by chasing all payments that become overdue
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