Acquire Customer Data : public <<ProcessElement>> activity
Created: 3/12/2005 12:00:00 AM
Modified: 8/22/2008 4:24:22 PM
Project:
Advanced:
<p>Copyright TM Forum 2005-2008<br/></p><p><br/></p><p><b>Extended Description</b><br/></p><p><br/></p><p>The purpose of this process is to capture and record all pertinent customer data required for the initiation, realization and deployment of the agreed sales proposal.  In most standard offerings the necessary customer data is often captured on the sales proposal agreement form associated with the standard offerings.  For non-standard and/or complex sales agreements associated, for instance, with a customer RFP, extensive customer information may be required to plan and roll-out the agreed solution.  For example, Centrex designs require extensive capture of details surrounding deployment of handsets, features associated with each handset, customer Centrex groups, etc.<br/></p><p><br/></p><p>In some cases the necessary level of precise detail may be available from the Develop Sales Proposal.  Where this is not the case, this process is responsible for determining the precise customer information required to support the agreed proposal, capturing (through forms, or customer interviews, etc.) the required customer information, and storing the details in a form required by other processes.<br/></p>
Element Name Details
Qualify Opportunity
Activity  
   
Tag Value Details
Brief Description
Capture and record all pertinent customer data required for the initiation, realization and deployment of the agreed sales proposal.
ProcessID 1.1.1.4.4  
Property Value
mustIsolate: False
isReadOnly: False
isSingleExecution: False
Object Type Connection Notes
«ProcessElement» Selling Activity Nesting