CRM - Start-up guide

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CRM Start-up guide

CRM Start-up guide 5

Username Organisation

3 TB - Personnel records - Preservation

10 000 pages - Legal documents - Digiti.. Madya Pradesh High Court | CRM India € 180 000 | Close date: 15/1/2019

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OPPORTUNITIES

MANDATORY INFORMATION FOR AN OPPORTUNITY TO BE UNDER “QUALIFY” 1: Name of opportunity shall start with amount of data, then a short description of the content and finally which of our services is applicable. F.ex. “200GB - Movie soundfiles in different languages - preservation” “50 000 000 pages - legal documents - digitization & preservation” 2: Connected to a company AND a primary contact person; name and contact details. 3: An expected close date 4: An estimated value 5: A volume of information - data or paper 6: To be assigned to either public or private sector

The opportunities section is where we register all the specified opportunities. Make sure you selected “Business Development Journey” in the top banner.

CRITERIAS TO ADD AN OPPORTUNITY UNDER “IDENTIFY” • You have identified a clear need for one or all of Piql Services • They have access to finance a potential project with us • They belong to one of our prioritised verticals, IF NOT: add the reason for adding them under “Description”

NICE TO HAVE BUT NOT MANDATORY 1: A win probability 2: Assigned to the correct vertical 3: Information about status of the opportunity can be put under “Status report”

CRITERIAS TO MOVE AN OPPORTUNITY TO “QUALIFY” • You know the amount of data in the specific opportunity and the estimated value • You are in contact with a valid contact person from the organisation • You can define a clear use-case

What is a USE-CASE? A use-case assess and verifies how PIql Services can solve a specific problem or create value for the specific client.