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Get commitment from senior executives for this initiative |
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Main objectives of this initiative: For this, look into your organizations pain
points, and how you want to improve: |
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Better and real time pipeline visibility |
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Collaborate Sales and Marketing efforts |
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Standardize Sales process through out organization |
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Increase Sales efficiency |
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Improve correspondence with Customers |
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Identify key operational metrics: You need to attain the objectives you set. Metrics
will help you to measure how well you are doing in attaining your objectives |
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Key issues you would like to address |
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Document your Sales cycle and overall Sales process |
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List standardized templates used to communicate with customers |
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Describe reporting needs |
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List documents your users should have access to |
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Role Hierarchy, and Data visibility restrictions |
