Profiling Sources/Steps
Reference Tiers
Deal Status
Hodge Podge
Anything Goes
100
The process to nominate previous month's SFDC wins for pursuit of RSC profiling
What is The Federation process?
100
Customer will not participate in any Reference Activity
What is Internal Use Only
100
Initial Status
What is Pipeline?
100
A good source to research client information - also good for cleaning carpets
What is Hoovers?
100
Pipeline, Secondary, Validation, Profiling, Active, On Hold, Archived, Unqualified Sales Win
What is Deal Status?
200
A reference new deal submitted by an Account Manager via SFDC
What is a Will to Win?
200
Brand or Marquee Customers
What is Tier 1
200
Profile Complete
What is Active?
200
There are 23 mandatory fields for a good profile (T/F)
What is False
200
Default status is "No". Once profile is completed change to "Yes"
What is Deal Search Status?
300
Informal/ad hoc win that falls under BU priorities
What is an Asset Reference Manager submission?
300
The Defaults Tier for Sales only
What is Tier 3?
300
Account Manager outreach commenced for win selected by GRM
What is Profiling?
300
Position funded by Business Units. Provides direct project Management oversight of content agencies towards desired asset development
What is Asset Request Manager (ARM) or Asset Reference Manager (ARM)
300
Proof of Concept, Pre Implementation, Full Implementation, Partial Implementation
What is Implementation Stage?
400
RSC reminder point for follow-up to establish referenceability
What is Track Content?
400
Viewable to Sales, however, they will not be able to request a reference
What is Internal Use Only?
400
Profile associated to a Parent Deal
What is Secondary?
400
Where a profiler populates customer products and solutions
What is Products/Services Taxonomy?
400
If not auto populated request this ID from the Account/Sales Manager, or try and find it in SFDC. If no access to SFDC then request RSC support
What is SFDC/HP Opportunity ID?
500
The only time a profile may be deleted in RSC
What is a duplicate profile for the same OPP ID?
500
Viewable to both Sales and Marketing, with possible external references
What is Tier 2?
500
No response from AM after 3 outreaches
What is an Unqualified Sales Win?
500
Important field to help profiler determine when to re-validate or archive profile at end of HP agreement
What is End Contract Date?
500
When Jr. GRM was requested to pursue win for profiling
What is Win Received Date?
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