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Welcome
toTarget
AccountSelling?·8/17/2023第一頁,共八十一頁。Program
ObjectivesEnabling
you
to
communicate
more
effectively
with
your
teamShifting
your
sales
focus
from
tactical
to
strategicHelp
you
win
by...Focusing
on
the
right
issues
with
the
right
peopleat
the
right
timeDeveloping
and
testing
a
comprehensive
plan
for
your
salesopportunityT
A
S
.
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**第二頁P,a
g共e八1十.一2頁。Program
MapOpportunity
AssessmentStrategyPoliticsAlignmentPlanningT
e
s
tin
gImplementationProgramModulesAssess
theOpportunitySet
the
CompetitiveStrategyIdentify
theKey
PlayersDefine
theRelationship
StrategyTurn
IdeasIntoActionsTest
and
Improvethe
PlanImplement
theProcessTarget
Account
Selling
ProcessT
A
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**第三頁P,a
g共e八1十.一3頁。Sales
Return
on
InvestmentLevel
1Level
2Level
3ProductivityTimeEntryTacticalStrategicCompetitive·
Time
and
$TT
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*第四頁P,a
g共e八1十.一4頁。VersatilityLevel
1Level
2Level
3FocusEventProcessOutcomeOrientationProduct/
ServiceBusinessPoliticalRepertoireTechnologyServicesSolutionFinancePriceCostValueRelationshipsOperationsManagementExecutiveTT
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i
g
h
t
s
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e
s
e
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v
e
d
.
*第五頁P,a
g共e八1十.一5頁。DevelopmentResourcesPerformancePremature
orExcessiveInconsistentTimely
&
JudiciousConsistentlyAchievesLevel
1Level
2Level
3StatusConsideredPreferredDominantModeReactiveResponsiveProactivePoliticsAwareAgileAstuteHigh
ROIReliably
ExceedsT
A
S
.
S
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**第六頁P,a
g共e八1十.一6頁。Not
in
ControlSalesPersonalControl
is
providing
business
value
for
the
customer
whileforcing
the
competition
to
operate
in
react
mode.Unreturned
phone
callsNo
access
to
informationCriteria
slantedCriteriaconstantly
changesDelaysBudget
goes
away
Questioning
by
customers
probing
yourweaknessesPlayers
changeMeetings
cancelledMeetings
delegatedPreoccupied
with
priceNo
inside
support·
Not
knowing
you’re
winningIt
is
difficult
to
control
external
events
unless
you
arein
control.Always
5
minutes
lateToo
many
hoursToo
much
telephone
timeContinual
crisisNot
having
funTT
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s
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.
*第七頁P,a
g共e八1十.一7頁。Purpose·
Provide
you
with
astructured,repeatable
methodology
foranalyzing
asalesopportunityBenefits
Qualify
opportunities
faster
and
more
effectively
byanalyzing
them
from
the
most
critical
customer,
businessand
competitive
perspectives
Investtime,
energy
and
resources
on
the
opportunitiesyou
are
most
likely
to
win
Communicate
the
key
issuesmore
effectively
using
a
commonlanguageOutput·
Comprehensive
assessment
of
your
current
sales
opportunityOpportunity
AssessmentAssess
the
OpportunityS
e
t
th
e
C
o
m
p
e
titiv
e
S
tra
te
g
yIdentifytheKey
PlayersD
e
fin
e
th
eR
e
la
tio
n
s
h
ip
S
tra
te
g
yT
u
rn
Id
e
a
sIn
to
A
c
tio
n
sTest
and
Improvethe
PlanImplement
theProcess1PPPPaag
eg2e.
81
.
8T
A
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0
.
p
p
t
S
i
e
b
e
l
S
y
s
t
e
m
s
,
I
n
c
.
A
l
l
r
i
g
h
t
s
r
e
s
e
r
v
e
d
.
**第八頁,共八十一頁。Introduction–A
B
CCurrent:
good
win
rate+Potential·
Z
=
1·
Z
=
0A
–
C
CompromisedX
&
Y
LostZ
=
-1XYZTT
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**第九頁PPPPa,ag
eg共2e八.91十.一9頁。FourKey
Questions
-
The
4
Principles
of
Selling·
Is
there
an
opportunity?·
Can
we
compete?·
Can
we
win?·
Is
it
worth
winning?PPPPaag
eg2e.
110
.
10T
A
S
.
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**第十頁,共八十一頁。Is
There
An
Opportunity?#
1Customer’sApplication
or
ProjectW
ha
t
a
re
th
e
c
u
s
to
m
e
r’
s
re
q
u
ire
m
e
n
ts
?What
are
the
customer’s
key
issues
and
objectives
for
theproject?Who
in
itia
te
d
th
e
p
ro
je
c
t?
Who
’
ll
b
e
w
o
rk
in
g
o
n
th
e
p
ro
je
c
t?How
does
this
project
fit
intothe
customer’
s
business
strategy?#2Customer’sBusiness
Profile#3Customer’sFinancial
Condition#4Access
to
FundsWhat
are
the
customer’s
products
and
services?What
are
their
key
markets?Who
are
their
key
customers
and
competitors?What
is
driving
the
customer’
s
business
internally
and
externally?What
are
their
revenue
and
profit
trends?How
do
their
financials
compare
to
similar
companies?Wh
a
t
is
th
e
ir
fin
a
n
c
ia
l
o
u
tlo
o
k
?What
are
the
customer’s
key
performance
metrics?What
is
the
budget
for
this
project?What
is
the
customer’
s
budgeting
process?Wha
t
is
th
e
p
rio
rity
o
f
th
is
p
ro
je
c
t
c
o
m
p
a
re
d
to
o
th
e
rs
?What
are
the
customer’
s
alternative
uses
of
capital?T
A
S
.
S
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D
.
O
T
E
.
0
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.
0
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0
0
.
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dd
..
**第十一PPPP頁aa,gge共e2
八.11十.1
1一1頁。#5
–
Compelling
EventWhy
does
the
customer
have
toact?What
is
the
deadline
for
the
customer
to
make
a
decision?What
are
the
consequences
if
this
project
is
delayed?What
is
the
payback
for
the
customer
if
the
project
is
completed
on
time?What
will
be
the
measurable
impact
on
the
customer’s
business?BusinessInitiativesBusinessDriversBusinessProfilePPPPaag
eg2e.
112
.
12CompellingEventConsequencesPaybackProblemsOpportunitiesTT
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s
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m
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l
l
r
i
g
h
t
s
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s
e
r
v
e
d
.
**第十二頁,共八十一頁。Can
We
Compete?#
6Formal
DecisionCriteria#
7Solution
Fit#
8Sales
ResourceRequirements#9CurrentRelationshipWha
t
a
re
th
e
c
u
s
to
m
e
r’
s
d
e
c
is
io
n
c
rite
ria
?What
is
the
formal
decision
process?Which
decision
criteria
are
most
important?
Why?Who
fo
rm
u
la
te
d
th
e
d
e
c
is
io
n
c
rite
ria
?How
well
does
our
solution
solve
the
customer’s
problem?Wh
a
t
d
o
e
s
th
e
c
u
s
to
m
e
r
th
in
k
?What
modifications
or
enhancements
will
be
required?What
external
resources
do
we
need
to
meet
the
customer’srequirements?How
much
time
will
the
sales
team
need
to
invest
on
this
opportunity?
What
additional
internal
or
external
resources
will
you
need
to
winthis
opportunity?Wha
t
is
th
e
p
ro
je
c
te
d
c
o
s
t
o
f
s
a
le
s
?What
is
the
opportunity
cost?Wh
a
t
is
th
e
s
ta
tu
s
o
f
y
o
u
r
re
la
tio
n
sh
ip
w
ith
th
e
c
u
s
to
m
e
r?What
is
thestatus
of
each
competitor’s
relationship
with
the
customer?Whose
relationship
provides
competitive
advantage
for
this
opportunity?·
H
o
w
d
o
y
o
u
a
n
d
e
a
c
h
o
f
y
o
u
r
c
o
m
p
e
tito
rs
c
o
m
p
a
re
to
th
e
c
u
s
to
m
e
r’
s
v
ie
w
o
f
th
e
id
e
a
l
re
la
tio
n
ship
?T
A
S
.
S
T
D
.
O
T
E
.
0
7
0
.
0
1
.
1
2
0
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9
7
.
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6
0
1
0
0
.
p
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**第十三PPPP頁aa,gge共e2八1.十.11一3
3頁。#10
–
Unique
Business
Value
What
is
the
specific
or
measurable
business
result
that
wewill
deliver?How
does
the
customer
define
value?
How
will
they
measure
it?How
have
we
quantified
this
value
in
the
customer’s
terms?
Has
the
customer
confirmed
their
understanding
of
the
value
wewill
deliver?How
does
this
value
differentiate
us
from
our
competitors?BusinessProfileBusinessDriversCapabilitiesSolutionDifferen-tiationCompellingEventsBusinessInitiativesUniqueBusinessValueTT
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g
h
t
s
r
e
s
e
r
v
e
d
.
**第十四PPPP頁aa,gge共e2
八.11十.4
1一4頁。Answer
the
questions
.
.
.What’s
the
issue?How
is
it
affecting
the
customer?What
are
the
consequences
orpayback?How
can
you
help?Developing
Your
Value
PropositionT
A
S
.
S
T
D
.
O
T
E
.
0
7
0
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0
1
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1
2
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7
.
0
6
0
1
0
0
.
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**第十五PP頁aag,egeg共1e1e.八19
十.1一5頁。IncreaseCosts/ConsequencesValue
=
Benefits
-
Costs/Risks/ConsequencesRevenueMarket
shareCustomer
satisfactionInventory
turnsLoad
factorShareholder
valueCustomer
baseOrder
fulfillment
timeExpensesRejects/returnsWasteAdministrative
costs
Number
of
days
supply(of
inventory)Time
to
close
an
orderCycle
timeDecrease·Evaluation
process·Purchase
price·Order
processing·Expediting
costs·Correcting
mistakesAcquisition
Costs·Set-
up
and
installation·Taxes
and
insurance·Administrative
costs·Finance
chargesPossession
Costs·Training·Support·Maintenance·Depreciation·Disposal·Interface
to
other
systemsUsage
Costs·Affect
existing
businesses·Awaken
their
competition·Modifications
to
existing
processesOpportunity
Costs
(Risks
&
Consequences)T
A
S
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p
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SSiieebbeellSSyysstteemmss,,IInncc..AAllllrriigghhttssrreesseerrvveedd..**第十六PP頁aa,gge共e3八1.十9.9.1一6頁。Value
Proposition
TemplatesYou
will
beableto
resultingin
by
implementing
our
.
We
deliveredsimilarresultsat
which
result
.We
can
help
you
address
byinstalling
whichbusiness
initiativespecific
or
measurable
outcomesolutionsimilar
situation
or
customerpast
value
deliveredBychangingfrom
to
,
you
will
affect
whichmeans
.
We
will
track
the
value
delivered
by
current
situation
our
solutionand
report
it
back
to
you
.business
driverspecific
or
measurable
outcomevalue
tracking
systemfrequency/
timewillresultin
.
We
will
ensure
your
return
on
investment
by
.compelling
eventsolutionspecific
or
measurable
outcomeshared
risk/
reward
strategyTT
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n
c
.
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l
l
r
i
g
h
t
s
r
e
s
e
r
v
e
d
.
*第十七PP頁aag,egeg共1e1e.八11
十0.1一7頁。Sample
Value
PropositionsWe
delivered
similar
results
at
United
Telecom,
which
achieved
a
25%
improvement
in·
You
will
be
able
to
reduce
the
number
of
repeat
customer
service
calls
by
15%
resultingin
an(
business
initiative)estimated
monthly
savings
of
$3.4M
by
implementing
our
Siebel
Call
Center
Application.(measurable
outcome)first
contact
ca(slollutrieonsns)olution.(similar
customer)(
measurable
results)·
By
changing
from
a
patchwork
of
home
grown
solutionstoSiebel’seBusiness
suite,
youwill
reduce
your
total
cost
of
ownership
by
$100M,
which
represents
a
40%
increaseinEarnings
Per
Share.
We
will
establish
a
metrics
score
card
to
assist
you
in
evaluating(current
situation)(
solution)program
performance
and
report
it
back
to
you
at
six
month
intervals.(measurable
outcome)(
m
e
a
s
u
ra
b
le
o
u
tc
o
m
e
)(value
tracking
system)(frequency
/
time)TT
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77
00
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00
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00
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00
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00
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SSiieebbeellSSyysstteemmss,,IInncc..AAllllrriigghhttssrreesseerrvveedd..**第十八P
aP頁g
ea,3g.共1e1e3八a1十.1一8頁。Can
We
Win?#
11InsideSupport#12ExecutiveCredibility#13CulturalCompatibility#14InformalDecisionCriteria#
15PoliticalAlignmentWho
in
th
e
c
u
s
to
m
e
r’
s
o
rg
a
n
iz
a
tio
n
w
a
n
ts
u
s
to
w
in
?Wha
t
h
a
v
e
th
e
y
d
o
n
e
to
in
d
ic
a
te
th
e
ir
s
u
p
p
o
rt?Are
they
willing
and
able
to
act
on
your
behalf?D
o
th
e
y
ha
v
e
c
re
d
ib
ility
w
ith
in
th
e
ir
o
w
n
o
rg
a
n
iz
a
tio
n
?Which
executive(s)
will
affect
or
be
affected
by
this
decision?How
have
you
established
trust
and
credibility
with
them?How
will
you
gain
access
to
those
executives?What
is
your
plan
to
gain
return
access
to
them?What
is
the
customer’s
culture?How
does
this
compare
with
our
company?What
is
the
customer’s
philosophy
towards
vendors
and
suppliers?Can
we
adjust
or
adapt?
Do
we
want
to?How
will
the
decision
really
be
made?What
intangible,
subjective
factors
could
affect
this
decision?What
are
the
unstated
issues?Who
s
e
p
riv
a
te
o
p
in
io
n
s
d
o
w
e
k
n
o
w
?
Whic
h
o
n
e
s
c
o
u
n
t?Who
are
the
most
powerful
people
involved
in
this
decision?Do
they
want
us
to
win?
Why?Are
they
able
to
influence
or
change
the
decision
criteria?Can
they
create
a
sense
of
urgency?
How
have
they
demonstrated
this
in
the
past?TT
AA
SS
..
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00
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tt
S
i
e
b
e
l
S
y
s
t
e
m
s
,
I
n
c
.
A
l
l
r
i
g
h
t
s
r
e
s
e
r
v
e
d
.
**第十九PPPP頁aa,gge共e2八1.十.81一9頁。Is
It
Worth
Winning?#16Short-
TermRevenue#
17Future
Revenue#
18Profitability#19Degree
ofRisk#20StrategicValueWhat
is
the
order
amount?Does
it
exceed
our
threshold?
>
$
When
will
it
close?Is
it
within
our
time
frame?
<
daysWha
t
is
th
e
p
o
te
n
tia
l
fo
r
fu
tu
re
b
u
s
in
e
s
s
w
ith
in
th
e
n
e
x
t
y
e
a
r?
W
ith
in
th
e
n
e
x
t
th
re
e
y
e
a
rs
?Does
it
exceed
our
thresholds?How
is
this
project
or
application
linked
to
future
revenue?How
will
you
ensure
customer
promises
become
commitments?What
is
the
projected
profit
on
this
sales
opportunity?Does
it
exceed
our
profit
threshold?What
impact
will
discounts
have
on
profitability?How
can
we
improve
the
profitability
on
this
opportunity?How
could
we
cause
our
solution
to
fail?What
are
the
critical
dependencies
in
delivering
value
to
the
customer?How
could
the
customer
cause
our
solution
to
fail?What
is
the
impact
on
our
business
if
the
solution
fails?What
is
the
value
of
this
opportunity
to
us
beyond
the
revenue?How
doesthisopportunity
fit
in
our
business
plan?How
can
we
leverage
this
opportunity
into
revenue
from
other
companies
or
markets?How
willthis
opportunity
help
us
improve
our
product
or
service?TT
AA
SS
..
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TT
DD
..
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EE
..
00
77
00
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22
00
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*第二十PPPP頁aa,gge共e2
八.19十.2一0頁。Individual
Exercise:
Current
OpportunityStep1Step2·
Rate
your
position
against
each
criterion:(+)(–)(?)if
it
is
accurate,
known
and
favorableif
it
is
unfavorableif
it
is
unknownStep3·
In
the
shaded
column,
rate
your
competitor’sposition7
/
12
/
XXUse
your
current
sales
opportunity
and
complete
theOpportunity
Assessment
on
page
2.11DATEIdentify
your
primary
competitorCOMPETITORSOUR
CO.--X
-
S
ys++
+-?
-+?FINISH
BY:TT
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00
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..
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00
55
99
77
..
00
66
00
11
00
00
..
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tt
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ee
bb
ee
ll
SS
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ss
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ee
mm
ss
,,
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cc
..
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ll
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rr
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ee
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ee
rr
vv
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dd
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**第二十P二aPg頁aeg,2e共.1八1.0十a(chǎn)2a2一2頁。Business
PartnersProviding
you
with
access
to
new
markets
or
customersLeveraging
existing
relationships
with
key
players
in
yourcustomer’s
organizationProviding
new
levels
of
expertise
in
specific
industrysegmentsExpanding
your
ability
to
deliver
a
“whole
product”
orcompletesolutionReducing
the
risks
associated
with
the
implementation
ofcomplex
solutionsBusiness
Partners
can
help
youadvance
your
sales
campaign
by…P
aPg
ea1g.
2e2e0
1
.
24T
A
S
.
S
T
D
.
O
T
E
.
0
7
0
.
0
1
.
1
2
0
5
9
7
.
0
6
0
1
0
0
.
p
p
t
S
i
e
b
e
l
Sys
te
ms
,I
nc
.A
l
l
r
i
g
ht
s
res
erv
e
d
.
**第二十四頁,共八十一頁。The
Partner’s
Role
in
Your
Value
ChainSolutionsMarketingSalesImplementa-
tionPost-SalesServiceandSupportSolutionsMarketingSalesImplementationPost-
SalesWhat
solutionsare
available
from
your
business
partner
that
could
enhance
your
ability
to
compete?Wh
a
t
c
o
m
p
e
tito
rs
d
o
e
s
th
is
p
a
rtn
e
r
w
o
rk
w
ith
?W
h
a
t
m
a
rk
e
t
s
h
a
re
o
b
je
c
tiv
e
s
d
o
e
s
y
o
u
r
p
a
rtn
e
r
h
a
v
e
fo
r
th
is
m
a
rk
e
t
o
r
in
d
u
s
try
s
e
g
m
e
n
t?What
specific
resources
have
they
dedicated
to
thismarket
segment?
How
effective
is
the
business
partner’s
salesperson
or
salesteam
associated
with
your
jbusiness?H
a
s
th
e
p
a
rtn
e
r
a
s
s
ig
n
e
d
th
e
a
p
p
ro
p
ria
te
re
s
o
u
rc
e
s
?Is
there
an
agreed-
to
engagement
process?How
are
your
partner’s
implementation
services
structured?What
specific
implementation
services
can
be
applied
to
your
joint
business?What
services
are
available
to
support
the
implementation
on
a
long-
term
basis?How
do
your
company’s
offerings
complement
those
of
your
business
partners?TTAASS..SSTTDD..OOTTEE..007700..0011..112200559977..006600110000..pppptt
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ii
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ee
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cc
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**第二十P五aPg頁ae
g,1
.e.e共211八.十2一5頁。Partner
Assessment
WorksheetIs
there
anopportunity?(#1-5)Understanding
the
customer’s
application
or
projectProviding
a
perspective
on
the
customer’s
financial
conditionUnderstanding
the
customer’s
budgeting
processCreating
or
uncovering
a
compelling
eventCan
wecompete?(#6-10)Can
we
win?(#11-15)Is
it
worthwinning?(#16-20)Knowledge
of
the
customer’s
formal
decision
criteriaProviding
solutions
that
lead
to
whole
products
or
complete
solutionsUnique
sales
resourcesExisting
relationships
with
key
playersUnique
business
value
beyond
yoursAccess
and
credibility
at
the
executivelevelUnderstanding
of
the
customer’s
cultureKnowledge
of
the
customer’s
informal
decision
processAccess
to
the
most
influential
people
in
the
customer’s
organizationUnderstanding
the
linkage
of
the
project
to
future
revenueReducing
therisksassociated
with
the
project’s
implementationDeveloping
a
solution
that
provides
significantstrategicvalueYour
OpportunityHow
can
your
business
partner
help
you
with…ExamplesT
A
S
.
S
T
D
.
O
T
E
.
0
7
0
.
0
1
.1
2
0
5
9
7
.
0
6
0
10
0
.
p
p
t
SS
ii
ee
bb
ee
ll
SS
yy
ss
tt
ee
mm
ss
,,
II
nn
cc
..
AA
ll
ll
rr
ii
gg
hh
tt
ss
rr
ee
ss
ee
rr
vv
ee
dd
..
*第二十P六aPg頁ae
g,1
.e.e共212八.十2一6頁。Team
Activity:
Analyze
Your
Business
PartnersStep1·
Review
the
examples
shown
next
to
each
of
the
four
keyquestionsStep2
Identif
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