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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 Request for Proposal document.

Use Cases

• Gathering needs of qualified leads; triggered by Sales Lead, or
• The first step (of configure) in a CPQ process; triggered by Request for Proposal

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

From Input(s)	Process	Output(s) To
wf_process wf_arrow C203 RFP 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