Stage View |
Demand Generation
Prospect
Qualify
Develop
Solution
Proof
Close
Deploy
Support
Develop final c...
Develop negotia...
Finalize contra...
Confirm verifia...
Key Step:
| Confirm verifiable outcomes, revenue in MS Sales and Siebel
Rationale:
| The sales cycle can only be progressed to the Deploy stage once the verifiable outcome and checkpoints for the Close 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 Outcome This task ensures you have successfully completed the MSSP Checkpoint and Verifiable Outcome for the Close stage. Confirm Checkpoint: · Contract, deployment SOW, and support plan finalized (inclusive of partners and services) Confirm Verifiable Outcome: · Signed documents Step 2: Confirm Revenue in MS Sales Update MS Sales: Before progressing the opportunity Milestone to MS Win, check MS Sales to ensure the opportunity revenue has landed. 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: