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S.No. Topic: Business Process Sales Department Branches E-Mail Sales Team

The document outlines sales and marketing processes for a plastics company. It describes key topics like the sales team structure, products, customers, sales activities, reports, and more. The sales process involves leads, sales orders, delivery, and invoicing. There are 14 branches each with an accountant and assistant. Executives are responsible for meeting sales targets through activities like following up leads, taking product displays on tours, and entering orders. Various reports on sales, collections, targets, and other KPIs are to be generated in the system. The overall document provides an overview of the company's sales and marketing functions and processes.

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Veera Mani
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108 views6 pages

S.No. Topic: Business Process Sales Department Branches E-Mail Sales Team

The document outlines sales and marketing processes for a plastics company. It describes key topics like the sales team structure, products, customers, sales activities, reports, and more. The sales process involves leads, sales orders, delivery, and invoicing. There are 14 branches each with an accountant and assistant. Executives are responsible for meeting sales targets through activities like following up leads, taking product displays on tours, and entering orders. Various reports on sales, collections, targets, and other KPIs are to be generated in the system. The overall document provides an overview of the company's sales and marketing functions and processes.

Uploaded by

Veera Mani
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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SALES AND MARKETING

S.No. Topic

Business Process

Sales Department

Branches

E-Mail

Sales Team

Products

Type of Customers

Distribution channel

Discount scheme

Executives / Managers

Daily work report

Lead activities

Sales
Sales order

Product display

Invoice

Cash discount

Free goods Scheme

TA Bill details

Sales Return

Cheque bounce

Defective Goods

Replacement

Online Enquiry

Tour plan

Create Note

Wishes

Customer Ledger

Cash balance at branch


New dealer registeration

Transport details

Monthlly review Meeting

Factory to Branch stock transfer

Incentive

Reports
SALES AND MARKETING
AS IS Process

Lead - Enquiry - Sale order - delivery - Invoice

14 Nos - Each branch has accountant and assistant

Sales@sparkindplast.com, branch mail id is there .

Senior sales Manager state wise - Area Sales Manager Branch wise - Executives respective branch
Branch accountant , Assistant

TAPS | VALVES | FAUCETS | SHOWERS | ACCESSORIES

Distributors/Dealers/Direct sales

Direct / Dealer / Distributor / -ECommerce in future

Distributors - 35 % , Dealers - 30%, Old customers - 40%

Responsiblities
Tour Plan scheduled for each Managers/Excutives. Yearly plan sub divided into 12 months. As per tour plan Manager/executive
Tour plan defined in monthly basis like Day 1 ,Day 2 , Day 3 except sundays and company declarded holidays
Daily making attendance and proceed the markeing as per given schedule.
Executive approching Distributors / Dealers / Direct
Excecutive maintain the documents for day to day activities
Collections are deposited to their respective branch. Branch should co-ordinate with HO regarding collections. Collection detais
Mangers and Executives
Each Executives/ Managers has Target monthly / Yearly

In Time, Out Time,Dealer Name, Place, Existing or New,order or Direct, collection, if any remarks
Cummulative details should shown in the Bydesign

Followup leads and convert lead to customers


Executive approach the leads as per schedule and explained product details.

Each executive has target


in which exisiting Dealer / Distributors ( New dealer sales / Direct sales view required)

Monthwise Sales Report for all executives


Active & InActive Dealer
InActive Dealer Remainder
sales Target (actual vs current)
No billing dealer details should be shown like indicator

TOD based on Target (Quartely) notification required


TOD - Turnover Discount remainder for dealer as well as executive so that both will get benfit
Payment collection entry invoice vice closure to be mainted
Payment receipt aging i.e below 30 days and above 30 days

sales order creation on customer spot order form is there. Distributors / Dealers are sending there order through executives / M
Branch wise stock availability report required for all Managers/Executives.
If stock is not there in resptive branch. The other branch stock should consider for transfer
Credit limit should check while placing order. If it is there then it should go for approval to the Executive / Manager
Free goods should show in the sale order itself automatically from the master. Free goods eligibility option required with respec
Free goods details should shown in report
Mobile app required for sales order entry - GAP

Product group wise should shown with properties i.e color

Each branch should create monthly indent for their stocks. It should be shown to manager,exective notification required
Once material reached to branch from head office. Notification should go to the manager,executives

After creation of invoice, notification should go to the exetive,manager and also customer
To pay basis.

Cash discount alert should go the executive/Manager for the due date. Alert should go to the customer also

Scheme is there ( Master to be mainted in system)

TA details should be shown in the system as per schedule. TA details should be capture in the system format to be provided in

Format should filled by Executive / branch Accountant and get the approval. Finally create sales return. Sales return notificatio
executives

Cheque bounce notification should go the manager,executives and also to the customers

Customer - Executive. Executive prepare statement for that then it should go the branch manager approval.

Excecutive should know the replacement details if it reaches the customer end.

India mart enquiry notification should go the respective manager and exective. After attending the call then the result should

Schedule should show automatically to the executive for the attendance date. Amendment required approval is must.

Create Note should raised in HO only. Once credit note created then alert should go the respetive manager, executive

Dealer and distributor date of birth should capture in the master. For promotional activities company should wishes them. All

Customer ledger should go the customer if he needs i.e. full transaction

Notification to branch manager about the branch cash balance and day to day entries.
Online registeration form required. So that executive can fill the form on customer end itself and the same should go for appro
should go to the dealer/distributor/Managers

Transport details should maintained in the invoice itself. (Direct/Transport Name/by Auto/By company vehicle)

Monthly review meeting should conduct for all executive managers. Format required to make entry by executives

Transfer notification to the respective branch Manager / Accoundant

There is scheme for incentive to all Manager/Executives. So They should know the incentive details in the system itself.
DWA report prepared by executives and then send to the manager. Its not possible amendment. After getting approval amend

Manager/Executive Monthly plan


Daily sales - Dealer wise / Distributor wise / Direct
Ledger - Distributor / Dealer / Direct
Product wise sales
sales ledger with free goods
Daily collection
TA details
Customer aging report
New dealers list
Inactive customer/dealers/distributors list ( Alert required if customer is not creating any invoice in 2 months)
Credit Note details
Sales return details
Replacement details
Stock Transfer details - Branch to Branch
Target Vs Actual (Yearly and Monthly) - Manager /Executive
Sales Analysis
Comparison statement -Product wise / Sales value wise with previous years

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