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12 views

Copy of 6_RFP Close-Out Process in the Sales Instance NEW

Uploaded by

Veronica
Copyright
© © All Rights Reserved
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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CLOSE-OUT

PROCESS
in the Sales Instance
A guide on how to close an RFP after its submission
What is the Close-Out of an RFP?
• The action of tidying-up everything once the RFP has been
submitted.
• Making sure the final copy of the submitted RFP is archived for
future reference.
• Updating the record’s workflow to remove the RFP from the
queue.

2
Close-Out - Step 1
• Upon submission of the RFP, make sure you get the final copy from the Sales Rep.
including the Pricing (unless the submission has been made by you and you already have all
the files).
• Create a zip folder (in case of +1 files) and upload it to the record by clicking on the plus
sign (1) in the Files Section of the record or by dragging and dropping the file into the record.
• In the Files section, locate the zip that you have just uploaded and under the 3 vertical dots
(2), choose the tag RFP – Final Copy (4) in the Set File Type menu (3). 1

3
For Portal Submissions
• In case of portal submission, upload a screenshot of the submission
confirmation or the confirmation notice to the case and set the file
type as RFP - Online Submission Confirmation

4
Close Out - Step 2
In Forms, open the Strategy Meeting Form
by clicking on the pencil button and make
sure the Scope reflects the final offering -
otherwise, Edit the field and Save.

5
Close-Out - Step 3
• Fill the Debrief Form

6
RFP Debrief Form - part 1

7
RFP Debrief Form - part 2

8
Close-Out - Step 4
• Move the workflow step from RFP in Progress to RFP Submission to
Sales Rep or Platform.

9
RFP Debrief Form
notification to Deal
Team
RFP -
Submission to
Sales Rep or
Platform

10
Thank You!
RFP Email Aliases:

[email protected] - to contact the entire team.


[email protected] - to contact the team and logged emails on
projects.

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