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PHASE 10 - ASSESSMENT & QUALIFICATIONF&B 180

INTRODUCTION

PHASE 10. Assessment & Qualification

Welcome to the Assessment & Qualification Stage, which is Phase 0-10 of the Food & Beverage 180 portal. This portal is an internal repository for all aspects of F&B 180. F&B 180 is a holistic methodology that analyses the whole sales and consulting process from its inception at the lead generation stage all the way through to project delivery and aftercare support.

ORACLE OBJECTIVES

Customer speaks with a Sales Rep within 24 hours of initial outreach and is provided with compelling information and answers that lead them to select appropriate OFB solutions. 

FBGBU OBJECTIVES

Our response is faster than the competition giving the prospect confidence in our desire to be their technology partner. 

  • Digitally optimized presence online
  • Fast qualification of Leads that convert to Opportunities
  • Strategies for developing Opportunities
  • Better Quality Leads though machine learning and appraisal system
  • Improve Customer Data for analysis (Customer Data lacking quality)
  • Strategy for: inbound, outbound, identified Attack Account, C2C Existing Customer
  • Identify the roles of Sales, Marketing, Business Development Consultants (BDC's), Other XLOB Team Members

PROCESS FLOW

Below describes the typical process flows including references to documents or actions that may need to be completed to support this phase:

  • BDC converts lead to an opportunity using CRA Account Creation in order to create a GSI account
  • Once a converted opportunity, the BDC immediately reaches out to Sales
  • Sales accepts opportunity and follows-up within 24 hours.
  • Sales effectively conveys the benefits of relevant OFB solutions either verbally or through the completion of a RFI/RFP

GLOSSARY OF TERMS

Acronym: Type: Definition:
EMM Resource Enterprise Menu Management
RFx Document Request For x (Request for Information or Proposal)
ROI Document Return On Investment
SWOT Document Strengths, Weaknesses, Opportunities, and Threats
SE Resource Solution Engineer
XLOB Acronym Cross (X) Line Of Business

Assessment Qualification PHASE RACI

A RACI matrix as illustrated below will be used for each phase to help us define roles and responsibilities in every step of the FB180 process so everyone knows who's doing what.

This ensures standards in our approach whilst providing confidence and assurance to our customers!

Owner: Marketing

PHASE SLAs & KPIs

  • Sales accepts opportunity and follows up withing 24 hours

DOWNLOAD PDF: PHASE 10 0PPORTUNITY DEVELOPMENT.
Click here

Introduction Video
An introduction to FB180 with Mark Gausden

Here you’ll find an overview of the entire 180 process, each stage can be drilled into revealing all the documents, playbooks & content of each 180 phase. Before you jump in.

Applicable Tiers
Output Checklist

Below list's the key outputs as a checklist that would be required to be completed within this phase:
☐ BANT Criteria for Lead Generation Process
☐ OSC Intelligence
☐ SE Engagement Request

Useful Links

Below list’s the links to the application portal described in this phase as well as some useful links to knowledge based collateral that may help you:
- TBC

Training

Some recommended training courses/training material that are available that will help you in this phase:
- TBC