This process is used to record internal sales contact activities.\nThe person in charge makes contact with the lead and enters information such as the introduction schedule according to the screen.\nA score is calculated from the entered information, and only leads that meet certain criteria (SAL: Sales Accepted Lead) are passed on to the sales force (field sales).<\/div><\/div>\n\n\n
<\/span>Workers (Number of swimlanes: 4)<\/div>\n\n\n\n
\n- <\/i><\/span><\/span>Accounts \/ Internal Sales<\/strong>\n
\n- Internal Sales Representative or Sales Representative (Field Sales)<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span><\/span>Internal Sales<\/strong>\n
\n- Internal Sales Representative<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span><\/span>Internal Sales Leader<\/strong>\n
\n- Internal Sales Leader<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span><\/span>Account Sales<\/strong>\n
\n- Sales (Field Sales) Representative<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n
<\/span>Workflow (Workflow diagram complexity: 22)<\/div>\n\n\n\n
\n- <\/i>9<\/span><\/span><\/span>0. Manual start<\/strong>\n
\n- Internal sales or field sales representatives manually enter the lead’s information.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i>7<\/span><\/span><\/span>1. Interviews with prospective clients<\/strong>\n
\n- The internal sales representative interviews the lead and enters the results.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i>14<\/span><\/span><\/span>2. Exit Check<\/strong>\n
\n- The team leader determines if it is safe to close the lead.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i>17<\/span><\/span><\/span>3. SAL Evaluation (Management)<\/strong>\n
\n- The sales representative enters the results of the evaluation of the lead passed on.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i>73<\/span><\/span><\/span>x1. Retrieved from other apps (lead management)<\/strong>\n\n\n
\n- The workflow platform retrieves data from the past lead management process (to determine if a lead has been contacted in the past).<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i>76<\/span><\/span><\/span>x2. Set with past contact<\/strong>\n
\n- The workflow platform will be flagged as having past contact.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i>29<\/span><\/span><\/span>x3-1. Subject, SAL processing result set<\/strong>\n
\n- The workflow platform sets the subject and SAL processing results.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i>18<\/span><\/span><\/span>x3-2. Subject, SAL processing result set<\/strong>\n
\n- The workflow platform sets the subject and SAL processing results.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i>28<\/span><\/span><\/span>x3-3. Subject, SAL processing result set<\/strong>\n
\n- The workflow platform sets the subject and SAL processing results.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n
<\/span>Business process variables to be passed (number of data items: 48)<\/div>\n\n\n\n
\n- <\/i><\/span>Lead type<\/strong> q_lead_kind<\/span>
11<\/code>*<\/span>\n\n- Stores the type of lead occurrence.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span>Email address<\/strong> q_email<\/span>
0<\/code>*<\/span>\n\n- Stores the email address of the lead.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span>Company Name<\/strong> q_corp_name<\/span>
1<\/code>*<\/span>\n\n- Stores the name of the company to which the lead belongs.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span>Contact person’s name<\/strong> q_person_name<\/span>
2<\/code>\n\n- Stores the name of the person in charge of the lead.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span>Phone number<\/strong> q_tel_no<\/span>
3<\/code>\n\n- Stores the phone number of the lead.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span>Department Title<\/strong> q_div_name<\/span>
4<\/code>\n\n- Stores the name of the lead’s departmental position.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span>Workflow platform ID<\/strong> q_wf_platform_id<\/span>
6<\/code>\n\n- Stores the workflow platform ID of the Trial that the lead applied for.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span>Trial Start Date<\/strong> q_trial_start_datetime<\/span>
28<\/code>\n\n- Stores the start date and time of the Trial for which the lead has applied.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span>Trial Expected completion date and time<\/strong> q_trial_end_datetime<\/span>
29<\/code>\n\n- Stores the end date and time of the Trial for which the lead has applied.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span>Matters to be discussed (Motivation for lead)<\/strong> q_mql_motivation<\/span>
48<\/code>\n\n- Stores the consultation (motive) of the lead.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span>Customer Message<\/strong> q_message<\/span>
5<\/code>\n\n- Stores the message when a lead makes a Trial application.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span> \u25c6 BANTCH Information Conformance Requirements \/ Motivation Score<\/strong> <\/span>
21<\/code> <\/li>\n\n\n\n- <\/i><\/span>Budget<\/strong> q_fit_gap_bagdet<\/span>
30<\/code>*<\/span>\n\n- Stores the results of hearings on the budget.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span> Budget details<\/strong> q_bantch_condition_badget<\/span>
12<\/code> <\/li>\n\n\n\n- <\/i><\/span> Spacer (1\/4)<\/strong> <\/span>
36<\/code> <\/li>\n\n\n\n- <\/i><\/span>Authority (Approver\/position)<\/strong> q_fit_gap_authority<\/span>
31<\/code>*<\/span>\n\n- Stores the results of interviews regarding the decision maker.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span> Authority (Decision-Maker\/Position) Details<\/strong> q_bantch_condition_Authority<\/span>
22<\/code> <\/li>\n\n\n\n- <\/i><\/span> Spacer (1\/4)<\/strong> <\/span>
37<\/code> <\/li>\n\n\n\n- <\/i><\/span>Needs<\/strong> q_fit_gap_needs<\/span>
32<\/code>*<\/span>\n\n- Stores the results of interviews regarding needs.<\/li>\n<\/ul>\n<\/li>\n\n\n\n
- <\/i><\/span> Needs details<\/strong> q_bantch_condition_needs<\/span>
23<\/code> <\/li>\n\n\n\n- <\/i><\/span> Spacer (1\/4)<\/strong> <\/span>
38<\/code> <\/li>\n\n\n\n