Cash Management Product Sales

Workflow Template

Cash Management Product Sales

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.

Related KPIs : Calls Handled per Representative, Online Cash Management Customer Growth Rate, Online Cash Management Peak Time System Availability, Online Cash Management System Availability, Revenue per Lockbox Account, Sales Representative Activity Breakdown: On-Phone

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.

Download a Sample Cash Management Product Sales

Frequently Asked Questions

Q: How do you create your Workflow Templates?

A: From real-world consulting engagements with Fortune 500 leaders. We’ve spent 25 years analyzing operations at hundreds of leading companies worldwide, documenting thousands of business processes at precise levels of detail. We’ve anonymized this data—drawn from millions of dollars’ worth of consulting assignments—and have made it available to you in easy-to-use templates at affordable OpsDog prices.

Q: What can a Workflow Template do for me?

A: Boost productivity, efficiency, and service levels! Broken business processes—marked by manual workarounds, downtime, and errors—are all too common. Many businesses write off this waste as “the cost of doing business.” But you know better than that! Simply select the OpsDog Workflow Template that best fits your situation, tweak it to your liking, and then use it to train employees, identify process improvements, inform an IT project, or re-design a workflow. That’s a lot of power in your hands, cheap!

Q: What’s in the box when I buy one?

A: Three handy versions, all in one zipped file. It’s yours to download immediately upon purchase, and includes your chosen Workflow Template in PDF format, plus Microsoft PowerPoint (which you can edit), and Visio (which you can also edit).

Q: Your download-able templates look great. But I need something custom. Can you help?

A: Heck yes. Our analysts would be happy to provide you with a more detailed Workflow Template than what we offer for instant download. We can also develop an entirely new, customized Workflow Template to fit your business; we specialize in this stuff and would love to help you! Simply email us ( or call us at 866.650.2888 and one of our friendly professionals will be happy to answer all your questions.

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