Hello CRM Gurus,
Now I'm searching for a good example of a questionnaire for opportunities by using internet retrieve or the ouputs of past project experiences.
But it's not easy to find good instances. I actually got a sample questionnaire in English from a cloud demo system as below.
However, I'm trying to find better samples which have the highest impact on helping salespeople achieve quotas.
If you have any contens regarding sales opportunities, please let me know. Thank you.
Professinal Services Opportunity
Please complete for opportunity qualification purposes
1. Has the client requirements been clearly identified?
2. Does the solution cover all client requirements?
3. Does the solution create an added value for the client?
4. Is the required know-how avaliable/
5. Is the client's decision criteria known?
6. Is the required project funding available?