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Kickoff & BPR 1 (Company Background (Industries, Expansion plans,…
Kickoff & BPR 1
Company Background
Industries
Expansion plans
Customer base
Services offered
Anything else?
Sales Team
Number of reps
Inside/Outside?
Responsibility for creating quotes
Responsible for maintaining opportunities
Approvals?
Current Process
Sources
New/existing customers / Onboarding
Price sources
Dell, Cisco, HP iQuote, Distributors, Spreadsheets
Who decides pricing?
Offer terms for financing?
Project Plan
Fixed Hours
Depends on partner keeping up
Today's focus
Then Support
Action Items
Send example quote
Contact distributors for credentials
Set up users
Sign up for VT
Approach
Train the Trainer
VT is a foundation
Today's focus
User Settings
Other Resources
Onboarding page
Help
Chat
Support
Videos
Intro
Sell Team
Bus Cons - Impl Mgr
Role
Sched Coord
Form Designer
Support
Partner
Admin
PM
Sponsor
CRM Admin
Trainer
Communication
Via Communication ticket
Survey
Purchase Review
Licenses
Implementation Plan
Current Tools
CRM
% of products
User opportunities?
Use forecasting?
Use Service Tickets?
Current quoting tool(s)
Key reasons for changing
Request examples
Setup
New User
Profile
CRM Integration
Email Integration
Build a quote