Index
A completed sale can initiate rework when the transaction only receives a value and a customer name. The pass must preserve scope, assumptions, and commitments that affect delivery.
How to evaluate this decision
Define which event authorizes work to begin and which information is mandatory. Commercial approval, signature and financial confirmation may have different roles depending on the process. The integration must carry the accepted version, not a later edited proposal. Backlogs must be visible so that the team does not discover restrictions during execution.
Criteria for comparing proposals
- Delivery package: include scope, exclusions, responsible parties, attachments and relevant conditions.
- Operational acceptance: allow verification and return of incomplete information without unduly reopening the entire sale.
- Traceability: linking the project or order to the opportunity and the approved version.
A scenario to discuss with the supplier
Hypothetical example: the proposal foresees that the client will provide a database. If this dependency does not reach operation, the schedule may start with a false premise. The handoff needs to highlight the input and its responsible.
What to validate upon delivery
Simulate approval, post review, and project creation failure. Check that the resend does not duplicate the delivery and that the operation exactly follows the accepted scope.
Prepare the conversation about the project
Quantum9 can connect CRM, documents and operating system. Bring the definition of a completed sale and the data necessary to start execution clearly.
CRM and retention · Map the company's priority