Initiation
Opportunity management
- Import from and Synch to CRM Application
- Create in PACE and Manage here
- Implementation Defined Sales Stages
- Complete Risk Questionnaire and Develop Risk Score
- Optional Approval to move between Stages
- Initiate Proposal Development from Opportunity
- Develop Proposal (Scope, Estimate, Resources) and Submit for Approval
- On Winning Opportunity Close Proposal and Move execution project to Planning Phase