2015 Sales & Marketing Workflow
Workflow QuadTechÂŽ 2015 Sales & Marketing Workflow The graphic to the right is an experience map showing the life of a project in eight phases. Before this process begins one must first identify who the client or primary client contact is. This individual can be internal and external to QuadTechÂŽ and, by virtue of their need, will establish priorities of importance for the project scope. If there is an opportunity that does not require certain areas of expertise, like event coordination or media relations in a project, the corresponding touch point and phase is skipped.
Phase 1 Sales Representative identifies client need.
Phase 2 Global Sales & Marketing Manager determines marketing strategy to solve client need.
Phase 3 Marketing Designer, Media Relations Specialist, Content Marketing Specialist, and/or Sales & Events Coordinator present proposals and quotes to Global Sales & Marketing Manager.
Phase 4 Upon proposal and quote approval by the Global Sales & Marketing Manager, the Marketing Designer and Product Marketing Specialist develop a creative brief and a work order is created.
Phase 5 Marketing Designer facilitates and coordinates the design process.
Phase 6 Marketing Designer, Media Relations Specialist, Content Marketing Specialist, and/or Sales & Events Coordinator review/confirm accuracy of product messaging with Product Marketing Specialist and product specs with Product Application Specialist.
Phase 7 Global Sales & Marketing Manager and Marketing Designer approve design and present final work to client with updated pricing resulting from project scope evolutions during the design process.
Phase 8 Upon client approval, Marketing Designer, Media Relations Specialist, Content Marketing Specialist, and/or Sales & Events Coordinator develop and coordinate with Internal/External Vendor on production and delivery. *Departments involved in project should traffic check only, i.e. If the project does not utilize product specs within the design, there is no need for a Product Application Specialist to approve the design. 1
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8. Sales Representative
Global Sales & Marketing Manager
Marketing Designer
Content Marketing Specialist
Media Relations Specialist
Sales & Events Coordinator
Product Marketing Specialist
Product Application Specialist
Internal/External Vendor
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Phase 1 QuadTechÂŽ 2015 Sales & Marketing Workflow
Details Sales Representative identifies client need.
Sales Representative
1. Sales Representative
Documentation
- Qualifying Questions Form
Global Sales & Marketing Manager
Marketing Designer
Content Marketing Specialist
Media Relations Specialist
Sales & Events Coordinator
Product Marketing Specialist
Product Application Specialist
Internal/External Vendor
3
Phase 2 Details Global Sales & Marketing Manager determines marketing strategy to solve client need.
2. Sales Representative
Global Sales & Marketing Manager Documentation
- Marketing Strategy
Global Sales & Marketing Manager
Marketing Designer
Content Marketing Specialist
Media Relations Specialist
Sales & Events Coordinator
Product Marketing Specialist
Product Application Specialist
Internal/External Vendor *Departments involved in project should traffic check only, i.e. If the project does not utilize product specs within the design, there is no need for a Product Application Specialist to approve the design. 4
Phase 3 QuadTechÂŽ 2015 Sales & Marketing Workflow
Details Marketing Designer, Media Relations Specialist, Content Marketing Specialist, and/or Sales & Events Coordinator present proposals and quotes to Global Sales & Marketing Manager.
Global Sales & Marketing Manager Quality Checks
- Marketing Designer
- Content Marketing Specialist
- Media Relations Specialist
- Sales & Events Coodinator
Marketing Designer Documentation
- Project Proposal
- Project Quote
Content Marketing Specialist
3. Sales Representative
Global Sales & Marketing Manager
Marketing Designer
Content Marketing Specialist
Media Relations Specialist
Documentation
- Project Proposal
- Project Quote
Sales & Events Coordinator
Media Relations Specialist Documentation
- Project Proposal
- Project Quote
Sales & Events Coordinator Documentation
- Project Proposal
- Project Quote
Product Marketing Specialist
Product Application Specialist
Internal/External Vendor
5
Phase 4 Details Upon proposal and quote approval by the Global Sales & Marketing Manager, the Marketing Designer and Product Marketing Specialist develop a creative brief and a work order is created.
Product Marketing Specialist Documentation
Sales Representative
Global Sales & Marketing Manager
- Creative Brief
Marketing Designer Documentation
4.
Marketing Designer
- Creative Brief Content Marketing Specialist
Media Relations Specialist
Sales & Events Coordinator
Product Marketing Specialist
Product Application Specialist
Internal/External Vendor *Departments involved in project should traffic check only, i.e. If the project does not utilize product specs within the design, there is no need for a Product Application Specialist to approve the design. 6
Phase 5 QuadTechÂŽ 2015 Sales & Marketing Workflow
Details Marketing Designer facilitates and coordinates the design process.
5. Sales Representative
Marketing Designer Quality Checks
- Content Marketing Specialist
- Media Relations Specialist
- Sales & Events Coordinator
Global Sales & Marketing Manager
Marketing Designer
Content Marketing Specialist
Media Relations Specialist
Sales & Events Coordinator
Product Marketing Specialist
Product Application Specialist
Internal/External Vendor
7
Phase 6 Details Marketing Designer, Media Relations Specialist, Content Marketing Specialist, and/or Sales & Events Coordinator review/confirm accuracy of product messaging with Product Marketing Specialist and product specs with Product Application Specialist.
Product Marketing Specialist
6. Sales Representative
Global Sales & Marketing Manager
Quality Checks
- Marketing Designer
- Content Marketing Specialist
- Media Relations Specialist
- Sales & Events Coordinator
Product Application Specialist
Marketing Designer
Content Marketing Specialist
Quality Checks
- Product Marketing Specialist
Media Relations Specialist
Sales & Events Coordinator
Product Marketing Specialist
Product Application Specialist
Internal/External Vendor *Departments involved in project should traffic check only, i.e. If the project does not utilize product specs within the design, there is no need for a Product Application Specialist to approve the design. 8
Phase 7 QuadTechÂŽ 2015 Sales & Marketing Workflow
Details Global Sales & Marketing Manager and Marketing Designer approve design and present final work to client with updated pricing resulting from project scope evolutions during the design process.
Global Sales & Marketing Manager Quality Checks
7. Sales Representative
Global Sales & Marketing Manager
- Marketing Designer
Marketing Designer Documentation
- Revised Creative Brief (if applicable)
- Revised Quote Form (if applicable)
- Final Art
Marketing Designer
Content Marketing Specialist
Media Relations Specialist
Sales & Events Coordinator
Product Marketing Specialist
Product Application Specialist
Internal/External Vendor
9
Phase 8 QuadTechÂŽ Design Workflow 2015
Details Upon client approval, Marketing Designer, Media Relations Specialist, Content Marketing Specialist, and/or Sales & Events Coordinator develop and coordinate with Internal/External Vendor on production and delivery.
Marketing Designer Documentation
Documentation
Documentation
Marketing Designer
Content Marketing Specialist
- Deliverable Design Files
Sales & Events Coordinator Documentation
Global Sales & Marketing Manager
- Deliverable Design Files
Media Relations Specialist
Sales Representative
- Deliverable Design Files
Content Marketing Specialist
8.
Media Relations Specialist
- Deliverable Design Files
Internal/External Vendor Quality Checks
- Marketing Designer
- Content Marketing Specialist
- Media Relations Specialist
- Sales & Events Coordinator
Sales & Events Coordinator
Product Marketing Specialist
Product Application Specialist
Internal/External Vendor *Departments involved in project should traffic check only, i.e. If the project does not utilize product specs within the design, there is no need for a Product Application Specialist to approve the design. 10