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
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Forms

Process Details

References

Contract Management

  • Reference 1
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Additional Details