CFT_3.2_Opportunity_Manager Survey and Matrix

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 sales steps, measured results 

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

 

Data Collection: Survey

Data Analysis: Matrix (.xlsx)

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Example CFT_3.2_Opportunity_Manager Data Collection Survey (partial screens)

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Example CFT_3.2_Opportunity_Manager Matrix (.xlsx) Left side example

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Example CFT_3.2_Opportunity_Manager Matrix (.xlsx) Partial Right side example

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Example CFT_3.2_Opportunity_Manager Matrix (.xlsx) Far Right side example