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Deal Management List
Deal Management List

Deal Management List

1
Business Development Cadence:
2
Customer Info
3
What metrics are you responsible for?
4
What technology or resources do you use today?
5
Are you currently looking for a new solution?
6
What are the primary reasons you are looking at Profitect?
7
Which team(s) will use this/which team(s) will this expand to?
8
What does success look like to you, both in terms of qualitative and quantitative results?
9
Business Development : Development:
10
What problem(s) are you trying to solve? What challenges do you face today?
11
What do you see as the greatest possible roadblocks to implementing a solution?
12
Do you have a budget allocated/approved for this project? If not, when do you expect that you will?
13
Does your buying process require a formal RFP/RFI?
14
Business Development : Project/Budget/Replacement:
15
Are you currently looking for a new solution?
16
What is the timeline for identifying and implementing a solution?
17
Who is the most important person in the decision making process? Who do we need to convince?
18
Pipeline: Discovery/RFI/RFP:
19
What is your organization structure?
20
Tell me about your goals for this year and beyond?
21
What is most important about a solution?
22
Has budget been approved for this project?
23
Who are the decision makers?
24
Do you have written decision criteria for choosing a vendor?
25
When is the fiscal year?
26
What’s the process for actually purchasing the product once you decide on it?
27
What is the key for our success?
28
Who is the sign off person?
29
Who is the CFO and what is his role in the process?
30
On-site Presentations:
31
What is the audience? Roles, titles, reporting structure.
32
Who is the primary user?
33
Who is the primary sponsor? (Organisation and the Lead)
34
Competetition
35
Proposal/NDA/MSA/FAQ:
36
What is the annual revenue?
37
What is the number of stores?
38
Send and execute NDA (attached). Attach to pipedrive
39
Send and execute MSA (attached). Attach to pipedrive
40
Schedule and complete a proposal walkthrough with a prospect. Add notes to pipepdrive
41
IT Discovery and Security:
42
Who is the IT lead?
43
Who is the CIO and what is his role in the process?
44
What is the process of getting the data in the product? (ex: before/after the contract is signed)
45
Is there a security RFI/questionnaire that has to take place?
46
Sandbox/Business Case:
47
Identify and meet key people
48
Competition
49
What are the goals of the sandbox/business case?
50
Consensus Meetings/Preferred Vendor:
51
Is Profitect a preferred vendor?
52
Who is the Procurement Lead?
53
Who is the Legal Lead?
54
Procurement / legal process
55
Procurement/Legal:
56
Did the IT data/security stage take place? Are there any gaps/concerns?
57
What is the timeline for procurement and legal review?
58
Identify and meet all the key people
59
Push data to CRM:
60
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