Pipedrive

Which of these steps is too late to confirm in cycle 3?

• Marketing plan formation

• Discussion with insurer

• Validate end user persona?

• Build agreed operating model?

If a cycle 4 opportunity is postponed to a date less than 6 months W same stakeholder, we move the deal to which stage?

• Cycle 2

• Cycle 0

• Cycle 1

• Dormant

Which cycle do we contact Pierre for pricing?

• Cycle 3

• Use the Pricing tool till Cycle 4 then Pierre

• Only when we have solid confirmation of the product

• Cycle 5

At which stage should an NDA mandatorily be signed by

• 2

• 3

• 4

At which stage do we finalize products & price?

• 3

• 4

• Flexible

How many months before a insurance renewal should we contact the client?

• 5

• 3

• 1

• 4

In current scenario, should we pursue leads that potentially provide only a 10% Indeez margin?

• Yes

• No

• Depends