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Client Follow-Up: How to Manage the Post-Sales Cycle or Follow-Pp on Leads Once They're WON

noCRM is a lead management software that helps you close deals faster and managing them in the most efficient way possible as you improve your sales process.

Nevertheless, experience has shown us that once a lead changes to WON, i.e. a deal was successfully closed, there's often a need to manage some tasks such as invoicing, signing a contract, or managing a project... Therefore, noCRM Sales Essentials and Dream Team editions also include a Post-Sales Process. Essentially, there a lot of client follow-up.

In fact, closing deals is important but so is delivering.

If you chose the Sales Essentials or Dream Team editions, noCRM enables you to create several Post-Sales Process templates, with predefined tasks. Once the status of the lead changes to WON, you can easily add a Post-Sales Process to it.

Example: Using the Post-Sales Process in a travel agency

In a travel agency, when a lead changes to WON, it needs to be followed up for a correct organization of a trip.

A lead enters into the following Post-Sales Process:

First Post-Sales Process name: Trip Organization. Associated tasks:

  • Receive deposit
  • Confirm reservations
  • Invoice
  • Total payment
  • Send out documents
  • Confirm chosen service
  • Travel

Second Post-Sales Process name: Upon arrival. Associated tasks:

  • Arrival of guests
  • Tour comment of destination
  • Tour comment sent to an agent
  • Quality control

For more information about how to set up and use the Post-Sales Process inside noCRM, click here.

Next read: How to Manage Upsells and Renewals vs Post-sales Process