STAGE 1

Your digital foundation

Profitable scaling means automating process to save costs.

Stage one enables the flow of units of measure or the transactional flow of customers purchasing offerings from your supply chain. This involves your suppliers (source of goods), your internal team to present the goods in response to your customer's needs and the fulfilment or delivery of the goods.

Regarding stage one's relationship to platform design, it is to reduce and limit transaction costs; scaling without having precise control over your costs limits your profitability.

Products implemented

Sales Automation
CPQ Quoting
Marketplace
B2B Private

Objective

Participant onboarding, familiarise participants with the platform operations and lower the sale cost by enabling customers to self-service or your team to produce a quote accurately and quickly.

Core processes

Customers
Facilitating your existing customers to find solutions via self-service.
Internal Teams
Sourcing, quoting, customer approval, ordering, procurement.
Suppliers
Automated feed of offerings from their supply chain.

Steps

1

Brand your platform
Marketing - Brand

2

Connect your suppliers
Project Owner - Project manager

3

Connect your internal system
Project Owner - Project manager

4

Invite your team
Project Owner - Project manager

5

Customer communication
Marketing - Communications

6

Add customer data
Project Owner - Project manager

7

Setup catalogues
Sales - Manager

8

Train your team - Quoting
Project Owner - Project manager

9

Train your team - Procurement
Project Owner - Project manager

10

Train your team - Sales
Project Owner - Project manager

11

Start quoting
Sales - Account manager (Internal)

12

Marketing drive customers to platform
Marketing - Marketing Owner
Stage 1

Your digital foundation

Profitable scaling means automating process to save costs.

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Stage 2

Your growth mechanism

Acquiring new customers at an affordable cost.

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Stage 3

Package 
your IP

Platforms need repeatable, scalable offerings to sell.

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Stage 4

Scaling using platform dynamics

Combine all the different components to accelerate your growth.

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