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在预期的时间段内会向公司下订单的项目 在预期的时间段内有可能会向公司下订单的项目 在预期的时间段内没可能会向公司下订单的项目 COMMIT UPSIDE NONE 统一的销售定义 Forecast状态 SellingProcess SFDCSalesStageNamedAccount Objectives Knowncustomerissues compellingenoughtodriveactionCustomercommittedtoinvestigatingthefitofaBangclesolution ConfirmationofBusinessIssuesBusinessoppt yoverviewandneedsassessmentinitiatedOppt yplanreviewedwithextendedsalesteam AgreementtomoveprojectforwardCustomercommunicationofplanandresourcecommitment SolutionAgreementwithPartnerSolutiondesigncompleted withCAassessmentSolution includingservices validatedbycustomer CustomerAgreementtomoveforwardVerbalagreementthatBangclesolutionisacceptedCustomerconfirmationofstepsrequiredtoclose OrderIssuedtoPartnerOrderincludesServicesImplementationlaunchmeetingwithCAscheduled VerifiableOutcomes Definecustomerissuesandidentifypotentialopptythroughverticalmarketing financialsavingsand ortechadvantage Teamingwithappropriatechannelpartner engagewithkeycustomercontactstounderstandthebusinessandtechrequirements issuesandfinancialgoals etc EngagewithcustexecutivetoconfirmassumptionsfromDiscoverystage GainagreementforBangcle Partnertodefineasolutionandtomoveprojectforward Engagetechnicalteams PartnerandCAtodevelopaBangclesolutionthataddressesbusinessissuesandmeetscustomerrequirements TeamwithBangclePartnertoclosetheorder Keepsolutionintactandavoidsolutionerosiontoensurecustomersuccess PresentationoftheBangclesolutiontoaddresscustomer sbusinessissues Gainagreementwithdecisionmakertomoveprojectforward AccountcreatedCustprimarycontactcreatedOpptycreatewithbroadtimelineCallreportentered AccountPlanreviewedandpostedPartnerinfoenteredtoacctCustNetworkTopologypostedUpdatedopptywithestimatedtech timeline CustexecutivecontactcreatedCompetitorenteredUpdateopptyCallreportenteredDealidavailable readytoforecast Config proposalreadyUpdatedopptywithdate fcststatus Upside Finalizedconfig quoteFinalizedclosedate fcststatus CommitDSAapproval Updateopptystatus Booked forecaststatus Commit SFDCInput 销售流程的定义 Knowncustomerissues compellingenoughtodriveactionCustomercommittedtoinvestigatingthefitofaBangclesolution ConfirmationofBusinessIssuesBusinessoppt yoverviewandneedsassessmentinitiatedOppt yplanreviewedwithextendedsalesteam AgreementtomoveprojectforwardCustomercommunicationofplanandresourcecommitment SolutionAgreementwithPartnerSolutiondesigncompleted withCAassessmentSolution includingservices validatedbycustomer CustomerAgreementtomoveforwardVerbalagreementthatBangclesolutionisacceptedCustomerconfirmationofstepsrequiredtoclose OrderIssuedtoPartnerOrderincludesServicesImplementationlaunchmeetingwithCAscheduled VerifiableOutcomes Definecustomerissuesandidentifypotentialopptythroughverticalmarketing financialsavingsand ortechadvantage Teamingwithappropriatechannelpartner engagewithkeycustomercontactstounderstandthebusinessandtechrequirements issuesandfinancialgoals etc EngagewithcustexecutivetoconfirmassumptionsfromDiscoverystage GainagreementforBangcle Partnertodefineasolutionandtomoveprojectforward Engagetechnicalteams PartnerandCAtodevelopaBangclesolutionthataddressesbusinessissuesandmeetscustomerrequirements TeamwithBangclePartnertoclosetheorder Keepsolutionintactandavoidsolutionerosiontoensurecustomersuccess PresentationoftheBangclesolutiontoaddresscustomer sbusinessissues Gainagreementwithdecisionmakertomoveprojectforward AccountcreatedCustprimarycontactcreatedOpptycreatewithbroadtimelineCallreportentered AccountPlanreviewedandpostedPartnerinfoenteredtoacctCustNetworkTopologypostedUpdatedopptywithestimatedtech timeline CustexecutivecontactcreatedCompetitorenteredUpdateopptyCallreportenteredDealidavailable readytoforecast Config proposalreadyUpdatedopptywithdate fcststatus Upside Finalizedconfig quoteFinalizedclosedate fcststatus CommitDSAapproval Updateopptystatus Booked forecaststatus Commit Objectives SFDCInput 发现 研讨验证 项目确认立项 解决方案测试 谈判邀标招标 用户合同梆梆订单 ForecastingDefinition OMF ForecastStatus Commit WillbooktoBangclewithinforecastperiodUpside MaypotentialbooktoBangclewithinforecastperiodNone NotexpectedtobooktoBangclewithinforecastperiodFunnel Allpotentialopportunitydoesnotincludingjudgment adjustmentJudgment Adjustment Adjustmenttowardsforecast OpportunityStatus Active Workinprogress notclosedBooked BangclebookedCancelled LostFunding Opptynolongerexist Outofbusiness MergedwithothercompanyLost LosttocompetitorError Enteredinerror Mapping SalesStagevsOpportunityStatusvsForecastStatus AMneedtoenteropportunityatearliestIdentifyStage3
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