GTM Overview¶
Core Business Pipeline: The primary flow of value from Lead to Cash.
This module orchestrates the entire Go-To-Market (GTM) strategy, surfacing high-intent leads from raw data and guiding them through a high-velocity sales pipeline.
The GTM Pipeline¶
graph LR
A[Raw Data] -->|Prelead Mgmt| B(Qualified Lead)
B -->|Email & Kanban| C{Engagement}
C -->|Quotation| D[Negotiation]
D -->|Follow-up| E[Closed Won]
E -->|Operations| F[Order Fulfillment]Functional Components¶
1. Prelead Management (Targeting)¶
Goal: Filter high-volume raw data (directories, fast-moving leads) into quality CRM entities.
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Key Capability: 3-Level Screening Workflow to prevent sales team burnout.
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Tech: Bulk Excel ingestion, automated de-duplication against 3-tier entity hierarchy.
2. Email Orchestration (Engagement)¶
Goal: Turn "Inbox Chaos" into a structured work stream.
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Key Capability: Smart classification of incoming emails into CRM Streams (Leads) vs ERP Streams (Orders).
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Tech: Outlook integration, dedicated listening channels.
3. Visual Kanban (Execution)¶
Goal: Visual management of the sales day.
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Key Capability: A Trello-like board where every card is an email thread. Move cards to manage status.
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Tech: React-based drag-and-drop interface, real-time sync with Outlook.
4. Quotation & Costing (Closing)¶
Goal: Precision pricing to protect margins.
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Key Capability: Dynamic "Landed Cost" calculation (Freight, Duty, Insurance) vs Domestic pricing.
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Tech: Python-based pricing engine, PDF generation.
5. Sales Follow-up (Retention)¶
Goal: Never drop a ball.
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Key Capability: Automated sequences for unresponsive leads and "Absenteeism Shifting" (handling out-of-office reps).
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Tech: Background schedulers, automated reminder injections.
Strategic Goals¶
- Reduce Response Time: From days to minutes via Visual Kanban.
- Eliminate "Lead Leakage": Prelead screening ensures every raw contact is adjudicated.
- Margin Protection: Structured costing models prevent under-quoting.