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This workflow template illustrates the sales of cash management, or treasury management, services to commercial banking customers. This workflow follows the entire process, from initial contact with the sales lead, through service implementation and post-sales customer service. Purchase and download this template in PDF, PowerPoint (PPT) and Visio (VSD) formats. You can customize it to fit your own organization, or simply use it to better understand the Cash Management Product Sales process.Download a Free Sample of this Workflow Template
What is Cash Management Product Sales?
The Cash Management Product Sales process involves coordination between bank customers (or sales leads), sales representatives and cash management team members to educate, close and onboard new cash management customers. Sales representatives contact sales leads over the phone to discuss the bank's cash management service offering and determine if the lead has any interest. If they do, a request for information (RFI) is completed and sent to internal cash management team members to aid in answering the potential client's questions. If the lead decides to move forward, pricing details are negotiated and they are provided with the final paperwork to onboard and begin using the account.
Which KPIs, or metrics, are typically used to measure this process?
The following metrics may be used to measure the Cash Management Product Sales process:
Which employees and/or departments are involved in this process?
The following parties are typically involved in the Cash Management Product Sales process:
What is the purpose of these workflow templates?
Broken business processes pervade companies, large and small. Manual workarounds, downtime, errors and other waste is thought of as "the cost of doing business." Use our workflow templates as a starting point to document your own processes. Customize them to fit your business and add "call outs" for improvement opportunities.
How are these workflow templates created?
These workflow templates are the product of over 20 years of hands-on management consulting experience, as well as research performed by the OpsDog team. All of our workflows are mapped using the BPMN 2.0 specification.
How do I download a workflow template?
Simply click the "add to cart" button and follow the process to purchase and download this workflow template. You can use any major credit card, or a PayPal account, to pay. After you have completed the purchase, you will receive a link to immediately download the workflow template in PDF, Visio and PowerPoint formats. If you aren't a registered OpsDog user yet, create a free account! New users get $20 off of their first purchase.