SALES

CYCLE
Ridhima Bhatwadekar​
CONTENT
1. Generating Lead
2. Proposal
3. Negotiation
4. Documents – P.O & Invoice
5. Agreement
6. Kick-off Meeting
7. Delivery
SALES CYCLE 3

GENERATING LEAD
• Search for Lead
• Details
• Email Marketing
• Meeting with the Client
1. Marketing Education
2. M.O.M (Minutes of Meeting)
SALES CYCLE 4

PROPOSAL
• Scope of Work
• Commercials
• Terms and Conditions
SALES CYCLE 5

NEGOTIATION
• Bargaining
• Change in the proposal either by client’s
side or by vendor’s side
SALES CYCLE 6

DOCUMENTS – P.O &

INVOICE
• A P.O is a confirmation from the client’s
side
• It contains Index, pricing, T & C, etc.

• An Invoice is a bill from the organization’s

side
• Government portal - GST
SALES CYCLE 7

AGREEMENT
• Both parties agree to the finalized proposal
• Legal document signed and stamped by
the client and the vendor
SALES CYCLE 8

KICK-OFF MEETING
• Introductory meeting between client and
vendor
• Scope of Implementation
• Project plan
• Escalation Matrix
SALES CYCLE 9

DELIVERY
• Deliver the product to the client
• Support the client
THANK YOU
Happy to hear your questions!