Sales Opportunity Form

Sales Information

Account Executive*

Sales Support Specialist*

Solution Architect*

Project Manager*

Client Name*

Market Segment*

Industry*

New Client Source*

If other, please provide a partner*

If other, please provide a marketing campaign*

New Client Source Additional Details*

Contact Name*

Contact's Title*

Contact's Email*

Contact's Phone*

Requested credit limit*

Opportunity Name*

Opportunity Status*

Forecast Status*

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Digital Strategy Consultant

Task Type*

Task to be sent to:

Task(s) for Opportunity Description

Description

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Opportunity Source (OLD)*

ivision Websites, LinkedIn – Opportunity created w/in 60 days from when ‘Contact Us’ form submitted on ivision digital presence
ivision Campaign – Opportunity created w/in 60 days of when GTM Campaign ends or when ‘Contact Us’ form was submitted
External Events & Sponsorships – Opportunity created w/in 60 days of when lead or client attends event ivision sponsored or participated
ivision Event – Opportunity created w/in 60 days of when lead or client attends ivision event
Partner Referral – Partner introduces ivision to new logo account opportunity & provides warm hand-off & interaction w/AE + client
Partner Account Team Initiated – Partner brings ivision a new opportunity at an existing account with warm hand-off & interaction w/AE + client
Partner Campaign – Opportunity created w/in 60 days of when Partner-campaign topic targeted company
Partner Event – Opportunity created w/in 60 days of when lead or client attends Joint Partner event
Relationship Referral – Opportunity tied to lead that an ivision friend / family has introduced ivision to until first sale
Client Referral – Opportunity tied to lead that an existing ivision Client has introduced ivision to until first sale
Agent Referral – Opportunity that is created against account that an ivision referral partner has introduced ivision to
New Logo Hunting – Opportunity AE has generated against new logo account for the first 12 months from first sale
Account Executive Initiated – Opportunity AE has shaped with existing client independent of event / campaign
Account EBR – Opportunity identified during an Executive Business Review
Executive Sponsor Engagement – Opportunity identified as result of Executive Sponsor relationship or engagement with Client
Customer Initiated – Opportunity tied to existing client where client proactively requested ivision to provide a solution for
Change Order – Request for Change Order on existing Consulting Services contract
Renewal / Addendum – Renewal or addendum tied to existing Managed Services or SW / Maintenance contract

If other, please provide a partner*

If other, please provide a marketing campaign*

Opportunity Source Additional Details

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

Terms

Other Vendor(s)*

Description of Project for Registration*

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Email

Untitled

Comments

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SalesOpportunityForm

Sales Information

Task(s) for Opportunity Description

Sales
Opportunity
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