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
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Discussion Page.
Hierarchy
ID | Name | Level | x | S2 | Sell by Proposal | 2 | S2 |
S204 | Analyze Needs | 3 | S204 |
Term(s)
ID | Name | Clear | x | CPQ | Configure, Price & Quote Software | | CPQ |
RFP | Request for Proposal | | RFP |
Workflow
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