Stage View |
Demand Generation
Prospect
Qualify
Develop
Solution
Proof
Close
Deploy
Support
Conduct post-cl...
Provide feedbac...
Identify additi...
Transition depl...
Follow-up with ...
Confirm verifia...
Key Step:
| Confirm Verifiable Outcome and Revenue in MS Sales and Siebel
Rationale:
| The sales cycle can only be progressed to the Support stage once the verifiable outcome and checkpoints for the Deploy stage have been achieved. Upon completion of the verifiable outcome, the opportunity owner is responsible for updating the sale cycle stage in Siebel, attaching any key opportunity documents (e.g., sponsor letter, evaluation plan, and proposal) and updating the opportunity assessment (if applicable). Updating this key information in Siebel improves team communication and increases the reliability of pipeline forecasts.
| Guidance:
Step 1: Confirm Verifiable Outcomes This task ensures you have successfully completed the MSSP Checkpoints and Verifiable Outcome for the Deploy stage. Confirm Checkpoints: · New prospects identified and captured in appropriate system · Customer deployment conditions of satisfaction determined with partners · Deployment readiness re-assessed Confirm Verifiable Outcome: · Deployed products/ solutions Step 2: Update Sales Stage in Siebel Use the link below for detailed instructions on how to Update the Sales Stage in Siebel. Update Sales Cycle Stage Step 3: Check MS Sales to make sure that revenue is in system
Samples & Templates:
Documents for this Key Step include: |
Links: