Who does what

Start Customer Journey from Lead

Sales

Qualification Call to discover: What challenges are they facing, Business goals, What are they trying to achieve? Technology needs Sales Toolbox • Use tools to support engagement process • Pre-recorded demos • High-level overview of ServiceNow platform • Automatic note-taking • Nansie Calculation RoM bot Update HUBSPOT Always

Pre-sales

Is a use case pre-sale technical demo needed

Yes

No

Hand over Pre-Sales Briefing (Meeting notes, RoM calculation, insights and/or need to know)

Schedule meeting for use case demo

Pre-Sales Does calculation and generates SOW

Work instructions Document + Loop in delivery before final signature to ensure we have calculated complex out of the order entry. Depending on scenario, who in delivery will be affected scheduling and/or delivery teams

Pre-sales Schedule handover call and invites Sales to sit-in This is a technical to technical meeting

Generate ROM with Nansie for SOW input

Handover Presales briefing, ROM, SOW for quality control

Pre-sales Check

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