Sales management: preparing steering.
Sophie relies on your documents, your tools and your guidelines to carry out the mission.
- Analyze
- Deals in progress, Gaps to targets
- Prepare
- Sales reviews, Priorities to examine
- Coordinate
- Team actions, Meeting minutes
Prepare a shared view of deals from the available tracking.
Prospecting: targeting and preparing approaches.
Sophie relies on your documents, your tools and your guidelines to carry out the mission.
- Target
- Company research, Prospect context
- Approach
- Tailored messages, Proposed sequences
- Follow up
- Prepared reminders, Replies to handle
Gather the useful context before preparing messages and reminders.
Meetings and offers: preparing the proposal.
Sophie relies on your documents, your tools and your guidelines to carry out the mission.
- Understand
- Customer history, Expressed need
- Prepare
- Meeting file, Questions to ask
- Propose
- Quotes and offers, Sales arguments
Build the sales file with the exchanges, prices and approved templates.
Negotiation and follow-up: keeping track of deals.
Sophie relies on your documents, your tools and your guidelines to carry out the mission.
- Summarize
- Objections and exchanges, Offer versions
- Follow up
- Next steps, Agreed dates
- Hand over
- Agreed commitments, Handover to operations
Find the commitments and prepare the next steps without losing the context of the sale.
Key accounts: growing and retaining.
Sophie relies on your documents, your tools and your guidelines to carry out the mission.
- Prepare reviews
- Relationship history, Satisfaction points
- Explore
- Expressed needs, Additional leads
- Anticipate
- Contract deadlines, Renewals to track
Prepare follow-up exchanges and the opportunities to examine with the customer.
Example: Prepare my customer meetings and the useful reminders.
- Sources
- Calendar, customer exchanges, deal tracking
- Result
- Meeting files and draft reminders
- Missions followed
- Prepare my customer meetings and the useful reminders (every monday at 8 am) ; Prepare a sales proposal (one-off)
Sophie prepares the deliverable from your sources and flags missing information. You review the result.