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Sales handoff

Qualification threshold​

The prospect must fit the defined audience, expect at least 10 users, and plan to purchase an ERP within 90 days.

Required Salesforce information​

  • Decision-maker name and title.
  • Company details.
  • Expected number of users.
  • Purchase timeline.

Optional:

  • Current system.
  • Confirmed problem.
  • Call notes or recording.

Rejection criteria​

Reject the prospect if any of these conditions apply:

  • They are not planning to purchase an ERP within 90 days.
  • They expect fewer than 10 users.
  • Their industry does not match the defined audience.
  • They require ITAR or FedRAMP compliance.
  • They are a job shop.

Rejection is final. Close the prospect with no recycling or further follow-up.