Stage View |
Demand Generation
Prospect
Qualify
Develop
Solution
Proof
Close
Deploy
Support
Identify SQP vi...
Validate MQP/SQ...
Consider custom...
Perform pre-cal...
Conduct calls t...
Confirm verifia...
Key Step:
| Confirm verifiable outcome and update Siebel
Rationale:
| The sales cycle can only be progressed to the Qualify stage once the verifiable outcome and checkpoints for the Prospect 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 Checkpoints and Verifiable Outcome for the Prospect stage. Confirm Checkpoints: · Prospect is in assigned territory or account · Opportunity meets sales criteria to pursue Confirm Verifiable Outcome: · Potential sponsor identified 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
Samples & Templates:
Documents for this Key Step include: |
Links: