Actions

S204

Difference between revisions of "S204"

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The activities associated with collecting and reviewing of qualified leads/customer needs.  
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The activities associated with collecting and reviewing of the problem statement, requirements, or needs of qualified leads or a customer. This may include reviewing a formal [[t:RFP]] document.
 
===Use Cases===
 
===Use Cases===
* Gathering needs of qualified leads; triggered by [[Link::t:lead]]
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* Gathering needs of qualified leads; triggered by [[Link::t:lead]], or
 
* The first step (of configure) in a [[Link::t:CPQ|CPQ]] process; triggered by [[Link::t:RFP]]
 
* The first step (of configure) in a [[Link::t:CPQ|CPQ]] process; triggered by [[Link::t:RFP]]
 
{{update}}
 
{{update}}
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|sort=3220400
 
|sort=3220400
 
|parent=ss:S2
 
|parent=ss:S2
|description=
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|description=Collecting and reviewing of the problem statement, requirements, or needs of qualified leads or a customer
 
|keywords=Sales & Support, Proposal
 
|keywords=Sales & Support, Proposal
 
}}
 
}}
 
[[Category:Process]][[Category:Sales & Support]]
 
[[Category:Process]][[Category:Sales & Support]]

Revision as of 04:45, 6 October 2022

The activities associated with collecting and reviewing of the problem statement, requirements, or needs of qualified leads or a customer. This may include reviewing a formal Request for Proposal document.

Use Cases

This page needs to be updated. Please participate in the discussion at the Analyze Needs Discussion Page.

Hierarchy

IDNameLevelx
S2Sell by Proposal2S2
S204Analyze Needs3S204

Term(s)

IDNameClearx
CPQConfigure, Price & Quote SoftwareCPQ
RFPRequest for ProposalRFP

Workflow

FromInput(s)
Process
Output(s)To
wf_processwf_arrow
C203RFP Information
S204
Note: Common inputs and outputs are listed in alphabetical order. Other inputs and outputs may be required to support varying use cases.Analyze Needs Sell by Proposal 3220400 3 Sales & Support, Proposal Collecting and reviewing of the problem statement, requirements, or needs of qualified leads or a customer