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PRE SALES
Lead Generation
Site Inspection OWC
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AFTER SALES
Handover OWC
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Case Study
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Lead source
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Behaviour (Listened carefully 15, Was in a hurry 5, Not applicable 0)
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Knowledge (New to this field 10, Knows the subject 5, Not applicable 0)
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Age Group (Middle age 10, Old 8, Youth 5, Not sure 0)
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Mannerism (Gentle speaking 15, Rough speaking 5, Not applicable 0)
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Interest Level (Serious 10, Exploring 5, Not sure 0)
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Category (business to customer: 10, business to business: 20)
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Deadline (Immediate 20, Three month 10, One year 5, Not sure 0)
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Lead Generation
Quotation Followup
Followup Response Type (Visit Details, Telecon Details, Email Response, WhatsApp Response)
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Case Status (Won, Lost, short date: Active, long date: Passive)
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Received Status (read: 10, not read: 5, not received: 2)
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Technical Decision Making (Self: 10, Boss: 5, Team: 2, Not sure: 0)
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Commercial Decision Making (Self: 10, Other: 5, Not sure: 0)
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Value (above ten Lakhs: 15, five to ten lakhs: 10, one to five lakhs: 5)
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FU Behaviour (Listened carefully: 15, Was in a hurry: 5, WR: 0, ER: 0)
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FU Mannerism (Rough speaking: 5, Gentle speaking: 15, WR: 0, ER: 0)
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FU Interest Level (Serious: 10, Exploring: 5, WR: 0, ER: 0)
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FU Deadline (Immediate: 15, Three month: 10, One year: 5, WR: 0, ER: 0)
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Quotation Followup
Regular Followup
Followup Response Type (Visit Details, Telecon Details, Email Response, WhatsApp Response)
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Case Status (Won, Lost, short date: Active, long date: Passive)
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Decision to buy from us? (Decided 40, Still thinking 20, Price too high 10)
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He is? (Decision Maker 20, Influencer 10)
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Site visit? (Done 40, Not required 30, Pending 20)
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Regular Followup
Site Visit Report
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