Page 62 - Superion Sales
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SUPERION – Sales Playbook
Post –Shipping Tasks:
• Proposal Specialist updates RFP information in Salesforce opportunity
• Sales Rep responds to any correspondence from prospect
• Proposal Specialist assists with any follow-up questions or Best & Final Offer(BAFO) requirements
• If Superion is shortlisted:
o Sales Rep updates the opportunity stage, adds any notes and begins demo scheduling
process
o Sales Rep reviews proposal/specs response to prepare for demo
• Win/Loss:
o Sales Rep updates the opportunity stage, winning vendor, and reasons for loss in Salesforce
o Proposal team requests copies of submitted proposals
Additional Information
Maintain RFP heads-up information on the opportunity in Salesforce.
3/8/2018
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