Stage View |
Demand Generation
Prospect
Qualify
Develop
Solution
Proof
Close
Deploy
Support
Execute evaluat...
• Define initia...
• Define initia...
• Build value p...
• Develop SOW f...
• Conduct initi...
• Meet with cus...
Confirm verifia...
Key Step:
| Confirm Verifiable Outcome and Update in Siebel
Rationale:
| The sales cycle can only progress to the Proof stage once the verifiable outcome and checkpoints for the Solution stage are achieved. Upon completion of the verifiable outcome, the opportunity owner is responsible for updating the sales 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 Outcome This task ensures you have successfully completed the MSSP Checkpoint and Verifiable Outcome for the Solution stage: Confirm Checkpoint: · Evaluation plan underway (inclusive of partner, services, deployment and support considerations) Confirm Verifiable Outcome: · Preliminary solution agreed upon Step 2: Update Opportunity Assessment Use the link below for detailed instructions on how to Update the Opportunity Assessment. Update Opportunity Assessment Step 3: 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
Samples & Templates:
Documents for this Key Step include: |
Links: