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  1. SaaS CRM
  2. Process
  3. Proposal to Customer Outcome
Process · Proposal to Customer Outcome

Proposal to Customer Outcome

Review proposal scope independently, record real negotiation and close only on verified customer evidence.

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Step by step

  1. Prepare the proposal Relationship Owner

    Relationship Owner describes the scope for a Qualified opportunity and records the next activity. Keep the customer discussion and supporting files attached so the reviewer can understand what the customer is considering.

    • Assemble scope and next activity
    • Updates Opportunities, Relationship activities, Record attachments

  2. Approve the proposal Sales Manager

    Sales Manager independently checks the exact revision and approves the scope through the guarded action. The opportunity advances to Proposal, with the review decision and receipt retained. A changed request needs assessment against its current revision.

    • Independently authorize Qualified to Proposal
    • Updates Opportunities, Review decisions, Operation receipts
    ApprovalA person approves before the work moves on.

  3. Record negotiation Relationship Owner

    Relationship Owner records the discussion when the customer actually begins negotiating. Move into Negotiation only when that conversation has started. Revisit independent review when the proposed scope changes, and keep the next activity clear.

    • Record Proposal to Negotiation when discussion begins
    • Updates Opportunities, Relationship activities

  4. Approve the customer outcome Sales Manager

    Relationship Owner presents verified acceptance or loss evidence. Sales Manager independently authorizes Won with a win date, or Lost with a loss reason. Preserve the earlier expected value and activity history so the result can be understood in context.

    • Authorize Won or Lost with supporting outcome details
    • Updates Opportunities, Review decisions, Operation receipts
    ApprovalA person approves before the work moves on.

  5. Check the result Relationship Owner or Auditor

    Relationship Owner follows the operation receipt. Auditor can trace the source revision and reviewer to the resulting opportunity state. A request that needs review requires investigation before the team treats the commercial action as completed.

    • Compare decision evidence with resulting state
    • Updates Operation receipts, Opportunities, Review decisions

Where it usually breaks

And how to keep it from happening.

  • The proposal's preparer attempts to approve their own work. Select an eligible independent Sales Manager.
  • A sent proposal is treated as active negotiation. Keep the stage aligned with the actual customer conversation.
  • A win lacks acceptance evidence or a loss lacks its reason. Resolve the outcome evidence before requesting closure.
  • Closing overwrites the earlier estimate. Preserve the expected value and activity history for subsequent review.

Who does what

Roles and permissions
Relationship Owner
, Sales Manager, Auditor.

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