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Viewing PRIME Activities

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The PRIME Activities view helps sales professionals develop the necessary action steps to execute the strategy and win the opportunity. The PRIME acronym underscores the initiatives that are used:

Prove your value
Retrieve missing information
Insulate against competition
Minimize your weaknesses
Emphasize your strengths

These activities can be assigned with due dates to members of the sales team and automatically appear in individual calendars and activity lists. Use this view to update the entire sales team, and to measure progress while implementing the sales strategy.

All the activities created in the PRIME Activities view automatically appear in the Activities view associated with the opportunity. Your sales organization may wish to standardize on one of these views

Activities created in the Our Activities list in the Milestones view also appear in the PRIME Activities list, providing a method for tracking. (In the Customer Milestones list, you must select the milestone to see the associated activities.)

Using this view, you can create activities that are not specific to milestones, such as follow-up actions associated with Assessments and the Organizational Analysis.

To add PRIME activities

Navigate to the Opportunities screen, and in the Opportunities list, select the opportunity.
Click the Target Account Selling view tab.
From the Show drop-down list, select PRIME Activities.
In the PRIME Activities list, add a new record and complete the fields.

Identify the actions and resources required to implement your strategy, and then select a member of your sales team who is responsible for the activity.

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