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The processes associated with establishing new contracts or extending contracts existing products and/or services (renewal). This includes exploring cross-selling and up-selling opportunities, and may result in down-selling. | The processes associated with establishing new contracts or extending contracts existing products and/or services (renewal). This includes exploring cross-selling and up-selling opportunities, and may result in down-selling. | ||
| − | {{update|This is a proposed level-2 process, currently under review. We welcome your inputs.}} | + | {{update|comment=This is a proposed level-2 process, currently under review. We welcome your inputs.}} |
===Use Cases=== | ===Use Cases=== | ||
* Term Subscription service products | * Term Subscription service products | ||
| Line 9: | Line 9: | ||
* In [[t:Retail]]: Membership renewal | * In [[t:Retail]]: Membership renewal | ||
<ins> | <ins> | ||
| + | [[Link::t:Lead]] | ||
| + | [[Link::t:Opportunity]] | ||
[[Link::t:I2O]] | [[Link::t:I2O]] | ||
[[Link::t:RFP]] | [[Link::t:RFP]] | ||
| Line 17: | Line 19: | ||
|parent=ss:C | |parent=ss:C | ||
|level=2 | |level=2 | ||
| − | |sort= | + | |sort=3340000 |
}} | }} | ||
[[Category:Process]][[Category:Sales & Support]] | [[Category:Process]][[Category:Sales & Support]] | ||
The processes associated with establishing new contracts or extending contracts existing products and/or services (renewal). This includes exploring cross-selling and up-selling opportunities, and may result in down-selling.
Sales Lead Discuss Contract Custom Solution Inquiry-to-Order Request for Proposal Request for Quote
| ID | Name | Level | x |
|---|---|---|---|
| C | Contract | 1 | C |
| C4 | Contract Renewal | 2 | C4 |
| C401 | Receive Request | 3 | C401 |
| C402 | Develop Renewal | 3 | C402 |
| C403 | Present Renewal | 3 | C403 |
| C404 | Negotiate | 3 | C404 |
| C405 | Obtain Signatures | 3 | C405 |
| C406 | Update Contract | 3 | C406 |
| ID | Name | Clear | x |
|---|---|---|---|
| I2O | Inquiry-to-Order | I2O | |
| RFP | Request for Proposal | RFP | |
| RFQ | Request for Quote | RFQ | |
| Lead | Sales Lead | Lead |
| Process |
| ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
C4 |
|
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