QuadTech 2015 Sales & Marketing Workflow

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.

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1.

2.

3.

4.

5.

6.

7.

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.

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