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Clarification for sales only

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sjabbusch Created:   Feb 22, 2019 Last commented:   Feb 25, 2019

Clarification for sales only

As an IT provider, we only resell product and offer our own Professional Services for engineering and implementation. We are unclear as to how to address Design & Development and do we document our sales process as it pertains to each type of sale (products & software vs. services)?
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ISO 9001 DOCUMENTATION TOOLKIT

Step-by-step implementation for smaller companies.

ISO 9001 DOCUMENTATION TOOLKIT

Step-by-step implementation for smaller companies.

Expert
Carlos Pereira da Cruz Feb 25, 2019
Based on your description I draw the following map: https://www.screencast.com/t/doNSAwre

My approach would be something like this:

I would use different processes for products and services because there are big differences, in timing, in specifications, in participants, in needs;

I would use the Design & development process in support of professional services sales. I that case the offer is designed case by case following customer needs and requirements. Perhaps this article could be helpful - Case study: Design and development in the software industry - https://advisera.com/9001academy/blog/2017/02/08/case-study-design-and-development-in-the-software-industry/

I will also add this template: - Procedure for Design and Development https://advisera.com/9001academy/documentation/procedure-design-development/
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Feb 22, 2019

Feb 25, 2019

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