Prospecting

Overview

Prospecting is a key decision process in sales which consists of identifying potential customers, evaluating the benefit of selling them a product and deciding on the most efficient ways to solicit them.

Corridor’s prospecting solution allows Users to build prospecting policies that can be used to make multiple decisions such as:

• Who to solicit

• What product to offer

• What channel to use etc.

Creating a Prospecting policy

• All policy types follow the same procedures. Only the entity on which the decision is made and hence data available for use varies, depending on the policy type.

• Prospecting policies apply to prospect entities and can only use prospect-related data.

• Refer to the section on Generic Policy Management Procedures for details on how to create and manage a prospecting policy using prospect data.