Identify and Qualify Opportunity, Sales
Description
System status: Opportunity Logged
Business opportunities are identified that are beneficial for the client and Customer Driven Solutions.
The search focuses on the areas of process and project management competency in support of the business strategy. For applicable opportunities, the following actions are performed:
- Develop client relationship
- Identify Client Needs and define Scope
- Identify Timeframe for work
- Identify and qualify risks
- Identify match with skills, resources, and availability
- Decide to go-ahead with the proposal
Audit Criteria
- Opportunity Qualified and Opportunity Number Raised
- Opportunity Information Entered and Opportunity Report completed
- Risk Assessment Performed
Document Templates
- Template Links
Forms
Process Details
References
Contract Management
- Reference 1
Additional Details