Opportunity Creation Process

The start of the sales process at Reprise is defined by the willingness of a qualified prospect to take a 1:1 meeting with a member of the sales team.

Therefore, ALL DISCOVERY/FIRST DEMO MEETINGS should be entered into Salesforce as an opportunity once the date of the call is determined.

BDRs and conversions from Marketing/Demand Gen will account for the majority of opportunities created, but the person responsible for creating the opportunity will depend on how the opp is sourced.

BDR RESPONSIBLE - any outbound sourced meetings, any follow-on meetings from 1-to-many sessions, and any meetings converting from inbound sources

AE RESPONSIBLE - any self sourced opportunities from within your network or meetings that are the result of marketing demand routed to you.

See step by step guide on how to create an Opp below or by visiting this link.