Sales
Opportunity
Form

Account-Based Marketing – Opportunity arising from direct account-based marketing efforts – e.g., Client drops / promotional items
Account EBR – Opportunity identified as part of Executive Business Review with existing account
Account Executive Initiated – AE independently generates new opportunity within an existing account
Client Partner / Exec Sponsor Identified – Opportunity identified through engagement of Executive Sponsor / Client Partner
Client Referral – Referral to potential lead, or relationship w/in existing client from any existing ivision client
Client Success Identified – Opportunity identified by MS Client Success Team
Consulting Services Identified – Cross-Sell Opportunity identified via CS Delivery Team
Consulting Services Security Assessment – Cross-Sell Opportunity identified as output from CS Security Assessment
CS Change Order – Existing Client has a change order on an existing Consulting Services contract
Customer Initiated – Existing client contacts Account Executive about a specific need or request for ivision’s support
Digital Marketing Channels – ‘Contact Us’ form submitted via any ivision digital channel (website, social, HubSpot Campaigns, etc.)
External Events & Sponsorships – ivision either sponsors or pays to participate in a client, charity or industry-oriented event with clients / prospects
ivision Led Events – ivision-led signature event – e.g., Masters, US Open, March Madness, CIO Fourm / Summit, etc.
Managed Services Health Check – Opportunity identified as output from MS Health Check
Managed Services Identified – Opportunity identified by any other MS team
New Logo Hunting – AE independently generates lead or opportunity w/ New Logo
Partner Campaigns & Events – Opportunity sourced either through a joint Partner event or joint digital marketing campaigns
Partner Referral – Existing Customer – Partner proactively brings a new potential opportunity to ivision at an existing client
Partner Referral – New Logo – Partner proactively brings a new logo opportunity, or works with AE to establish a new logo relationship (e.g., joint account mapping)
Relationship / Agent Referral – Referral to New Logo, or expansion opportunity w/in existing client from a non ivision client
Renewal / Addendum – Existing Client has either a Product / Maintenance or Managed Services renewal or addendum for an existing Managed Services contract

CN: Converged Network
CRM: Customer Relationship Management
DC: Data Center
DS: Digital Strategy
DW: Digital Workspace
PC: Public Cloud
PC-AWS: Public Cloud (AWS)
PC-Azure: Public Cloud (Azure)
PC-M365: Public Cloud (M365)
SD : Service Delivery
SEC-CN : Security/Converged Network
SEC-DW: Security/Digital Workspace
SEC-AST: Security/Assessment
SEC-SM : Security/Governance, Risk, & Compliance