CFT_3.2_Opportunity_Manager (.xlsx)

Title: CFT_3.2_Opportunity_Manager (.xlsx)

Purpose and Value: Tracks sales/marketing steps leading to capture of customers and revenue

 

Responsibility: Customer Focus Team (CFT) 

Inputs: 

  • Customer 5-Touch (initial offer, measure results, subsequent offers, sales transactions, referrals)

  • Stakeholder 6-Touch (invitation, session, goods, win-win, mou, referrals)

  • Win Probability (15 questions used to estimate probability of winning the customer opportunity)

 

Calculations and Observations: (see images below)

Example CFT_3.2_Opportunity_Manager (.xlsx) Customer 5-Touch

Example CFT_3.2_Opportunity_Manager (.xlsx) Stakeholder 6-Touch

Example CFT_3.2_Opportunity_Manager (.xlsx) Win Probability Estimator