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Campaign and sales process inventory
An inventory of the campaigns and sales processes the systems need to support.
When this is useful
Tool requirements often come from many proposed activities. Collecting those activities in one place makes their common data and system needs easier to examine.
My contribution
I document the intended processes with their owners and identify shared dependencies, conflicting requirements and missing information.
Six proposed processes are linked to triggers and required inputs. Three require an open-deal state within five minutes, while the current constructed sync is daily.
What it covers
- Intended campaigns, sequences and playbooks
- Triggers or schedules
- Required data and dependencies
- Systems involved and timing requirements
- Duplicate or conflicting requirements
The output
A process inventory that can inform data requirements, system selection and workflow design.
For an enquiry, describe the question and the systems involved.
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