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- Technology CRM
- Who it's for
- Developer platform teams
Developer platform teams
Developer platform teams may need several customer conversations before an evaluation result is ready for a commercial decision. Technology CRM keeps those conversations with the opportunity and gives the technical evaluation its own review path. Relationship Owner can explain the customer context while Sales Manager decides the submitted evidence and commercial revision independently.
How Technology CRM is set up for you
Evaluation environment
Describe where the customer is evaluating the platform and record the trial end. Agree how active seats are observed so the reviewer can interpret the figure in the context of the evaluation.
Security discussion
Retain the customer's security review information with the evaluation and attach the supporting files to the opportunity. A clear explanation helps the reviewer identify what still needs clarification before approving the outcome.
Commercial continuity
Carry the reviewed findings into proposal scope and the next activity. A technical conclusion supports the sales conversation; customer acceptance or loss evidence determines the eventual closing review.
Developer platform teams may need several customer conversations before an evaluation result is ready for a commercial decision. Technology CRM keeps those conversations with the opportunity and gives the technical evaluation its own review path. Relationship Owner can explain the customer context while Sales Manager decides the submitted evidence and commercial revision independently.
Choose a platform evaluation with a known customer environment and an agreed trial end. Log the discovery discussion, qualify the opportunity and prepare the technical evidence. Ask Sales Manager to return an evaluation whose security explanation is incomplete, then review the corrected revision.
Use the same case to rehearse proposal review and negotiation. Confirm that the owner records the actual customer discussion before changing the commercial stage. Close a successful case using verified acceptance and inspect the retained expected value and activity evidence.
Agree any product telemetry or document connections during implementation. Make the source and observation timing clear before using externally supplied trial information in a decision. Auditor should be able to trace both the evaluation actions and the later commercial outcome through the opportunity's evidence.
Rehearse [technical evaluation review](/technology-crm/processes/technical-evaluation-review) and [correction and reconciliation](/technology-crm/processes/correction-and-reconciliation).
Features to start with
Technical evaluations
Review the evaluation environment, trial end, active seats and security evidence alongside the sales opportunity.
Evidence and reconciliation
Preserve the files, review reasons and operation evidence that explain each opportunity's history.
Account scope
Establish eligible accounts and accountable opportunity owners within the right operating organization.
Roles on the team
- Sales Manager
- Review eligible revisions independently and reconcile operational evidence.
- Auditor
- Read authorized evidence and reports.
- App Administrator
- Maintain organization configuration and membership.
- Relationship Owner
- Prepare assigned operational records and execute eligible reviewed actions.
Set up Technology CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.