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glossary of terms
Broking Process
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Broking Process:
1. The sales process delivered a benefit that is measured as the value of prospects who are transformed into customers.
2. The sales process has 6 documented procedures that may be assigned to internal or external approved people.   Procedures are iterative and may take some years to achieve their stated outcomes.
  S. Broking process...  
  B. Renewal process...  
  SAR : Subject Access Request process...     Repeat procedures B3 to B8 for next contract cycle.

CRM Broking Procedures have Outcomes:
  B1. New Customer procedure.     Verify and Upload ToB and LoA as start of brokerage.
  B2. Bill Analysis procedure.     Add Services and Add Existing Contract with existing rates.
  B3. Request Consumption procedure.     Add Reading-Consumptions. Change existing contracts with estimated annual consumption and estimated annual spend.
  B4. Request Rates procedure.     Add Proposed Contracts with rates, units and costs.
  B5. Customer Quotation procedure.     Change a proposed contract to accepted and others to rejected. Send acceptance to supplier and request start date.
  B6. Contract Start procedure.     Change a accepted contract to current. Add initial reading.
  B7. Termination Notice procedure.     Manage contract termination. Send termination to supplier.

Document Control.
1. Document Title: Broking Process.
2. Description: Bespoke Application Service: Broking Process.
3. Keywords: Bespoke Application Service, Broking Process.
4. Privacy: Shared with approved people for the benefit of humanity.
5. Edition: 1.1.
6. Issued: 2 Jan 2018.