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Sales & Services, purchasing

Sales & Services Checklist

*Lead Generation

Identify target markets and segments.

Develop marketing materials and outreach strategies.

Utilize social media and digital marketing tools.

*Customer Engagement

Establish a customer relationship management (CRM) system.

Conduct initial outreach and follow-up communications.

Schedule product demonstrations and presentations.

*Proposal Development

Gather requirements and specifications from potential clients.

Create tailored proposals and quotations.

Review pricing strategies and competitive analysis.

*Contract Negotiation

Prepare contract templates and terms of service.

Engage legal teams for contract review.

Negotiate terms and finalize agreements.

*Project Kick-off

Schedule a kick-off meeting with stakeholders.

Define project scope, timelines, and deliverables.

Assign project roles and responsibilities.

*Ongoing Support and Feedback

Establish a communication plan for client updates.

Gather feedback and address concerns proactively.

Conduct regular check-ins and performance evaluations.

Purchasing Checklist

*Needs Assessment

Identify and document required materials and services.

Engage with engineering teams for specifications.

Prioritize needs based on project timelines and budgets.

*Supplier Identification

Research potential suppliers and vendors.

Evaluate supplier capabilities and past performance.

Request references and testimonials.

*Request for Quotation (RFQ)

Prepare and send out RFQs to selected suppliers.

Ensure clear specifications and delivery requirements.

Set a deadline for responses.

*Supplier Evaluation

Review received quotations and compare pricing.

Assess quality, delivery timelines, and terms of service.

Conduct site visits if necessary.

*Purchase Order Creation

Select the supplier based on evaluation criteria.

Generate and send the purchase order.

Confirm receipt and acceptance of the order by the supplier.

*Order Tracking and Management

Monitor order status and delivery schedules.

Communicate with suppliers regarding any issues.

Update internal stakeholders on delivery timelines.

*Invoice and Payment Processing

Match invoices with purchase orders and delivery receipts.

Approve invoices for payment.

Process payments according to agreed terms.

This checklist can help streamline processes in Sales & Services as well as Purchasing within engineering organizations.

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