Stage Guidance

 

Sub-stages offers sales guidance for the steps needed to advance stages and their location within Zebrafi.

How to Access

To access the sub-stages you must have an opportunity open. On the opportunity page click on the stage graphic> Select the (+) sign next to each stage to see sub-stages. Click on the sub-stage to be taken to the location for completing the steps.

Here are our recommended sub-stages:

Zero in on your Zebra

• Research
• Score Opp
• Voice of the Customer

Identify Power

• Enter Power
• Penetration Messaging
• Prepare Business Case

Meet with Power

• Business Case (Zebrafi)
• Business Case Copy for Prospect (Google Slides)

Partner to Verify Value

• Good Fit Analysis
• Verify Business Case with Prospect in Zebrafi

Co-present Findings

•  Present Business Case to Power
• Verified Business Case (Google Slides)

Negotiation

• Proposal (Sales Materials)
• Contract (Sales Materials)

Close Deal

• Discuss first Force Success Meeting

Force Success

• Force Success  (Google Slides)

Ask someone at Zebrafi to set up Sales Guidance for your team