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7 principles

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Opportunity Management Model
7 principles enable Opportunity Management

The 7 Principles

graphic We manage opportunities as assets
graphic We focus on our Ideal Client Profile
graphic We measure our Opportunity Management Pipeline
graphic We actively nurture relationships
graphic We align our resources to be easy to do business with
graphic We energize client contact points

The Principles component fundamentally changes a company's view of sales, service and marketing.

graphic New beliefs
graphic New norms
graphic New operating priorities
graphic New roles and levels of participation



Paradigm Shifts
Paradigm Element Traditional Paradigm Opportunity Management
View of Opportunity Opportunities are EVENTS. Opportunities are ASSETS.
Company Identity Define business by goods and services WE PRODUCE. Define business by the goods and services OUR IDEAL CLIENT NEEDS.
Marketing Focus Focused on GENERATING LEADS and sales. Focused on IDENTIFYING AND REACHING Ideal Client matches.
Customer Contact Focused on delivering SPECIFIC CUSTOMER FUNCTIONS. Focused on becoming EASY TO DO BUSINESS WITH.
View of Sales An encounter leading to a TRANSACTION. An ongoing RELATIONSHIP requiring management.
Increase Revenue INCREASE sales activity. IMPROVE selling ratios.
View of Information DISCONNECTED information exists in functional "islands." Information is CONNECTED and integrated.
View of Change Change is a BYPRODUCT to be endured. Change is a PROCESS to be managed.

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