Deal Registration Form Partner InformationPartner InformationCompany NameAddressAddress Line 1CityStateZip CodeContact NameContact EmailContact Phone NumberContact RoleProspective Deal InformationProspect Company NameProspect Company WebsiteProspect Company AddressAddress Line 1CityStateZip CodeProspect Contact NameProspect Contact EmailProspect Contact Phone NumberIndustryHeadquarters LocationCompany Size: 1-50 employees 51-100 employees 101-500 employees 501-1,000 employees More than 1,000 employeesDeal InformationProduct(s) or service(s) to be sold Is this a new or existing customer? New ExistingEstimated deal value: Expected close date:Project duration (if applicable):Additional notes or comments:Optional InformationAre there specific features, functionalities, or add-ons the prospect is looking for?Provide as many details as possible about the prospect's product or service requirements, including any implementation or support needs.Provide as many details as possible about the end-users (if applicable), including their needs and requirements. Have you engaged with this prospect before? If yes, provide brief history including previous solutions provided, challenges encountered, and how they were overcome.Is the prospect currently using or have they previously used a different vendor for a similar product/service? If yes, provide details about reasons the prospect is considering a change. Are there any competitors pursuing this deal? If yes, who and what is your strategy to win the deal?What are the competitors' key strengths and weaknesses compared to our offerings? How does our pricing compare to the competitors? Explain your current sales strategy for this deal.What potential challenges do you foresee in closing this deal? What steps will you take to mitigate these challenges and ensure success?What types of support, if any, will you need from our team to close this deal?Describe your plan for the relationship with the customer/prospect after the deal closes. How do you plan to ensure customer satisfaction and retention? Are there additional products or services you think the prospect might be interested in, in the future? Submit Form
