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The following survey is an initiative of the Healthcare business of Thomson Reuters to assess our won and lost sales opportunities. As the sales director, we are asking for your insight and perspective on the process and outcome of this recent opportunity. This is the same protocol that you have been walked through on the phone. It will take approximately 15-20 minutes to complete the questionnaire.

Your responses will be matched with the input we receive from a companion questionnaire asked of your client contact via the telephone. An individual report will be created for this opportunity. An annual report will be created that show the aggregate of all FEDERAL GOVERNMENT opportunities and will identify trends that will help improve the sales process.

If you have questions at any time about the survey or the procedures, you may contact Lexa Hoffner at 952-939-4323 or by email at the email address specified below.

Thank you very much for your time and support. Please start with the survey now by clicking on the Continue button below.

 
 
 
What is your name?
   
 
 
 
What was the name of the Federal Agency client for this recent opportunity?
   
What was the name of the PRIME contractor if not Thomson Reuters?
   
 
 
 
In what month and year was the RFP issued?
   
In what month and year was the Verbal (win or loss) Decision communicated to you?
   
 
 
 
What was your relationship with the Federal Agency prior to this sales engagement? (For example, how long had you been calling on them? Phone, in-person, email? How strong was your relationship with them?)
   
What was your relationship with the PRIME contractor (if not Thomson)?
   
 
 
 
How was Thomson Reuters invited into the bid process? (Select all that apply.)
 
Personal relationship between Thomson Reuters Sales Director and Federal Contact or PRIME Contact
 
Previous professional relationship between prospect Federal contact or PRIME contact and Thomson Reuters
 
Previous professional relationship between prospect contact when at a different Agency or company and Thomson Reuters
 
No previous relationship - cold sales relationship initiated by Thomson Reuters
 
No previous relationship - RFP only
 
Please Explain

 
 
 
What were the issues that the Federal Agency was hoping to solve?
   
 
 
 
What were all the products/solutions included in the proposal?
   
 
 
 
Were there other Thomson Reuters solutions that would have been a possible fit for their needs? How did you decide which solution would be the best fit?
   
 
 
 
What do you think was the FEDERAL AGENCY's impression of the Healthcare business of Thomson Reuters prior to the sales engagement? What contributed to this impression? (For example, was it a First-hand experience? Word of mouth? Trade show? Website?)
   
What do you think was the PRIME contractor's impression of Thomson Reuters and what contributed ot that impression?
   
 
 
 
What do you think the Federal Agency's impression was of the proposed Solution prior to this sales engagement?
   
What was the PRIME contractor's impression of the proposed solution?
   
 
 
DECISION MAKERS
Who were all of the individuals at the Federal Agency you felt influenced the purchase decision? (Select all that apply.)
 
Program Director/Manager
 
Contracting Officer
 
Medicaid Director
 
MMIS Director
 
CIO / CTO
 
Program Integrity Director
 
Other, Please Specify
 

 
 
 
What position would you say had the most influence on the final purchase outcome? (Select one.)
 
Program Director/Manager
 
Contracting Officer
 
Medicaid Director
 
MMIS Director
 
CIO / CTO
 
Program Integrity Director
 
Other, Please Specify
 
 
 
PURCHASE CRITERIA
Which two criteria do you think were the most important to the individual/position who had the most influence on the final purchase outcome?
 
 
 
Most important criterion?
   
Second most important criterion?
   
 
 
 
What criteria was important to the PRIME contractor when deciding to include Thomson Reuters in the bid?
   
 
 
 
Was it clear from the beginning that these criteria were most important?
   
 
 
COMPETITION
Which companies were you aware of that were considered for this RFP/opportunity by the Federal Government? What was their solution?
 
 
 
Company 1 and Solution
   
Company 2 and Solution
   
Company 3 and Solution
   
Company 4 and Solution
   
Company 5 and Solution
   
 
 
 
Was the PRIME contractor considerering other subcontractors who would have competed with Thomson Reuters? If so, which companies.
   
 
 
 
* What was the outcome of this opportunity?
 
Thomson Reuters Win
 
Thomson Reuters Loss
 
Client Abandoned Opportunity
 
 
 
Is it true that this Federal Agency did not pursue a solution from Thomson Reuters OR another provider?
 
Yes
 
No
 
 
 
From what you know, did the Federal Agency: (select one)
 
Abandon the initiative altogether
 
Use an internal solution
 
Put the initiative on hold with the intent to pursue at a later date
 
I don't know
 
 
 
First Reason
   
Second Reason
   
 
 
 
Which supplier did they decide to go with?
   
What are the two primary reasons you feel they decided to go with a compeitor instead of Thomson Reuters and the proposed solution?
   
 
 
 
Which supplier was their second choice for this solution?
   
What are the two primary reasons you feel they decided to go with Thomson Reuters and the proposed solution and not another company?
   
 
 
 
SOLUTION STRENGTHS/WEAKNESSES
Thinking about when the Federal Agency was making their final decision, please rank order the level of contribution that the following five categories had on that final decision with 1 being the category that contributed the most weight and 5 being the category that contributed the least weight.
Price
Product Capabilities
IT Requirements or Considerations
Ease of Use by Staff
Supplier Company
 
 
How satisfied do you think the State was with Thomson Reuters for each purchase criteria attribute listed below? (Where 0=Not At All Satisfied and 10=Very Satisfied)
0 Not at all Satisfied 1 2 3 4 5 6 7 8 9 10 Very Satisfied NA
* a. Functionality of the solution
* b. Scalability/adaptability of the solution
* c. Analytic and Reporting abilities of the solution
* d. Integration with their current IT architecture
* e. Solution's ability to interface with other programs
* f. Ease of use of solution
* g. After sale solution implementation services provided by Thomson Reuters.
* h. Level of after sales support
* i. Relationship with Thomson Reuters
* j. Thomson Reuters' customer references
0 Not at all Satisfied 1 2 3 4 5 6 7 8 9 10 Very Satisfied NA
* k. Thomson Reuters' reputation
* l. Your team's knowledge of healthcare benefit management needs
* m. Thomson Reuters as a trusted "independent" information resource
* n. Thomson Reuters having "expertise" across entire healthcare industry for decision support solutions (employers, hospitals, healthplans, government, Pharma)
* o. Thomson Reuters having a full service solution offering (decision support, analytic consulting, norm & benchmarking, data management, performance and quality measurement, consumer solutions)
* p. Conflict of Interest (COI) mitigation plan
* q. Staffing plan
* r. Subcontracting and teaming
 
 
 
What do you think particularly pleased the Federal Agency about the proposed Solution?
   
What do you think particularly pleased the PRIME contractor (if not Thomson)?
   
 
 
 
What do you think disappointed the Federal Agency about the Solution?
   
What do you think disappointed the PRIME contractor (if not Thomson)?
   
 
 
SALES PROCESS
Overall, how satisfied do you think the Federal Agency (if Thomson Reuters was not the Prime, please answer for the PRIME rather than the Federal Agency) was with Thomson Reuters' sales process during the recent engagement? (Where 0=Not at all Satisfied and 10=Very Satisfied.)
0 Not at all Satisfied 1 2 3 4 5 6 7 8 9 10 Very Satisfied
* Overall Satisfaction
 
 
How satisfied do you think the Federal Agency (If Thomson Reuters was not the Prime, please answer for the PRIME rather than the Federal Agency) was with Thomson Reuters' sales team performance in the following areas of the sales process? (Where 0=Not at all Satisfied and 10=Very Satisfied.)
0 Not at all Satisfied 1 2 3 4 5 6 7 8 9 10 Very Satisfied NA
* Professionalism
* Competence and skills
* Availability
* Responsiveness
* Flexibility/Ease of working with
* Day-to-day process resolution of questions or concerns
* Quality of the sales collateral (brochures, leave behinds, physical proposal)
* Quality of the solution demo
* Formal presentation and communication of the proposal
* Understanding their business and specific needs
* Knowledge of Thomson products/services/capabilities
* Presenting/demonstrating the Thomson solution capabilities in a way that clearly related to their specific needs
* Quality of the people who will be involved in their project and subject matter experts at Thomson Reuters
* Thomson Reuters qualifications and experience in Medicaid
Contract finalization process (WIN ONLY)
 
 
 
What were the primary sales resources you used during this sales engagement?
   
Did you feel anything was missing that would have helped the Federal Agency or PRIME in their understanding and evaluation of the Thomson Reuters solution?
   
 
 
 
What about the sales process do you feel went particularly well with this Federal Agency or PRIME contractor? (Presentation, Demo of solution, Knowledge of client needs, Collateral, etc.)
   
 
 
 
What about the sales process do you feel could have been improved with the Federal Agency or PRIME contractor?
   
 
 
 
Is there anything else you think we should know about this recent opportunity?
   
 
Please contact [email protected] if you have any questions regarding this survey.
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