1. Go Significant Opportunity Insight from menu
2. A list of deals/contracts will be displayed, including the serial number, mobile number, name, product, state, amount, probability, next call date, and deal owner. Click Edit button to update.
3. Under Significant Opportunity Insight on a separate page, you have 14 distinct sections to update-
a) In the first section, provide the opportunity name, account name, opportunity owner, product/service, project synopsis, confirmed resources, confirmed budget, commercial process, total contract value, contract term, and compelling events.
b) Under Opportunity Progress, you may enter the current date, opportunity start date, opportunity age, pipeline stage, and anticipated close date.
c) Under Qualification Summary, you may enter qualification as attribute and its score.
d) Under Target Market Profile, you may add market profile as a characteristic and its match amount.
e) Under Key Contacts, you can put contact person, job title, DMP profile, support, buying role, and resonating focus (i.e., form of Value Proposition).
f) You may include the competitor's name as well as their solution/offer under Top Competitors.
g) You may include the decision as an attribute and its score under The Decision Making Process The Customer Will Engage In.
h) Under The Operational Landscape We Will Deliver To, you may set feature as an attribute and its score.
i) Under The Basis of Decision Factors The Customer Will Favor, you may enter decision factor as characteristic and its score.
j) Under The Economic Risk We Face If We Win, you can write economic risk as an attribute and its score.
k) Under The Competitive Landscape We Must Overcome, you may set competitive characteristic as an attribute and its score.
l) You can enter a point as an attribute and its score under Top Points of Competitive Advantage.
m) You can include a point as an attribute and its score under Top Points of Concern".
n) Under Top Priority Actions, you may specify the characteristic and score for each activity.Click Submit.
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