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  1. Healthcare CRM
  2. Process
  3. Qualification and proposals
Process · Qualification and proposals

Qualification and proposals

Carry an eligible healthcare relationship from first record to a proposal supported by activity evidence.

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Step by step

  1. Establish the organization App Administrator

    App Administrator checks the organization, counterparty account and active team membership. The Relationship Owner confirms the eligibility note before starting the commercial relationship.

    • Establish eligible context
    • Updates Organizations, Accounts, Team members, Users

  2. Register the opportunity Relationship Owner

    Relationship Owner records the subject, responsible owner, expected close date and expected value in USD. New identifies a relationship that has not yet passed qualification.

    • Record New relationship
    • Updates Opportunities

  3. Record the interaction Relationship Owner

    Relationship Owner logs a Call, Meeting, Email or Task with an outcome that explains the contact's response. Keep the activity attached to the opportunity so it can support the next action.

    • Preserve interaction outcome
    • Updates Relationship activities, Opportunities

  4. Qualify the relationship Relationship Owner

    Relationship Owner uses the guarded qualification action to move from New to Qualified. The action checks the current identity, organization and revision and retains its receipt.

    • New to Qualified with receipt
    • Updates Opportunities, Operation receipts

  5. Submit the proposal Relationship Owner

    Relationship Owner submits the eligible Qualified relationship to Proposal using the current revision. Preserve the activity and attachments supporting the submission so later review can explain what was proposed.

    • Qualified to Proposal with evidence
    • Updates Opportunities, Relationship activities, Record attachments, Operation receipts

Where it usually breaks

And how to keep it from happening.

  • Unclear counterparty. A familiar contact name can hide an account belonging to another organization. Check the account and opportunity context before qualifying.
  • Thin activity evidence. An entry saying only that a meeting happened gives the next owner little to use. Record the outcome that supports the proposed next step.
  • Changed revision. Another person may update the opportunity while the owner prepares the action. Reload the current version and reconsider the evidence before retrying.

Who does what

Roles and permissions
App Administrator
, Relationship Owner, Sales Manager, Auditor.

Set up Healthcare CRM your way.

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