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MAM Assessment Survey
 
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|  *  How long have you been in your current role at Informatica? |  
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Business Management
 
   Desired Outcome:
  Predictable revenue production driven through business planning and execution rhythm. |  
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| All Areas of Business Management for All Activities |  
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| 1. Develops and documents overall business plan detailing how revenue and non-revenue objectives will be achieved (includes prioritized account / opportunity list, detailed awareness plan, and pipeline and forecast rhythm plans).  The employee executes this activity...
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| 2. Uses business plan to guide quarterly, monthly, weekly, and daily activities, time and effort.  The employee executes this activity...
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Analyze Territory / Account Set
 
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| 3. Conducts a detailed review and analysis on all accounts annually, and an update review quarterly to identify funded revenue opportunities and “white space” revenue opportunities.  The employee executes this activity...
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| 4. Is able to articulate the long and short-term revenue potential of any account at any time.  The employee executes this activity...
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| 5. Is able to articulate how industry, geographic, or economic trends will influence an account’s revenue potential.  The employee executes this activity...
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Segment and Prioritize Accounts
 
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| 6. Creates a prioritized list of accounts and opportunities annually and updates quarterly.  The employee executes this activity...
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| 7. Uses prioritized account / opportunity list to organize and prioritize sales execution time and efforts.  The employee executes this activity...
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| 8. Is able to articulate and defend the account/opportunity prioritization in context of the assigned revenue and non-revenue objectives.  The employee executes this activity...
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Educate / Evangelize Vision
 
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| 9. Develops a detailed marketing awareness plan annually and updates quarterly.  The employee executes this activity...
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| 10. Drives execution of the marketing awareness plan and conducts regular status reviews.  The employee executes this activity...
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| 11. Is able to articulate how the marketing awareness plan supports the achievement of assigned revenue and non-revenue objectives.  The employee executes this activity...
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Analyze Pipeline
 
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| 12. Conducts bi-weekly pipeline analysis to review coverage and balance, and to identify revenue engine issues.  The employee executes this activity...
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| 13. Maintains a balanced pipeline with adequate coverage based on a rolling quarterly/annual quota.  The employee executes this activity...
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| 14. Uses pipeline analysis results to organize and prioritize sales execution time and efforts.  The employee executes this activity...
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| 15. Develops and executes action plan to address personal sales execution issues identified (e.g. velocity, deal size, etc.).  The employee executes this activity...
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Generate Demand / Manage Pipeline
 
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| 16. Develops and executes demand generation activities according to pipeline needs.  The employee executes this activity...
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| 17. Is able to articulate how specific demand generation activities will impact pipeline.  The employee executes this activity...
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Forecast / Set Expectations
 
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| 18. Updates system opportunity information regularly.  The employee executes this activity...
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| 19. Establishes a predictable rhythm with virtual team members to collect forecast and forecast influence data.  The employee executes this activity...
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| 20. Produces forecasts that are complete, on-time and accurate.  The employee executes this activity...
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| 21. Regularly produces forecast that is within ± 10% of actual production.  The employee executes this activity...
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| 22. Is able to articulate and defend the total forecast including opportunity dependencies and other factors.  The employee executes this activity...
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| 23. Is able to articulate and defend a single opportunity forecast with specific and relevant opportunity details.  The employee executes this activity...
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Account Development
 
   Desired Outcome: 
  Deep account penetration and high customer satisfaction.
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Understand Account
 
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| 24. Creates and maintains a detailed list or “business map” of the account’s business goals, objectives and initiatives.  The employee executes this activity...
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| 25. Is able to articulate, at any given time, the long-term vision, business imperatives and fiscal priorities for the account.  The employee executes this activity...
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| 26. Is able to articulate the account’s IT and data integration / management maturity with supporting details.  The employee executes this activity...
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| 27. Creates and maintains a relevant list or “map” of competitive installations and preferences within the account.  The employee executes this activity...
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| 28. Creates and maintains a list or “map” of relevant partners and service providers.  The employee executes this activity...
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Develop Account Plan(s)
 
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| 29. Develops and maintains a detailed account plan outlining the account goals – both long and short-term - and how they will be achieved (includes reference to relevant account’s business goals, IT maturity, relevant competitive landscape, relevant partners / providers, awareness plan, relationship plan, and identified opportunities).  The employee executes this activity...
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| 30. Is able to articulate how any individual account-related activity supports the overall account plan.  The employee executes this activity...
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| 31. Uses the account plan to organize and prioritize sales execution activities.  The employee executes this activity...
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| 32. Develops and maintains a collaborative account plan with key decision makers at the account (for those accounts with a sufficient INFA footprint and relationship).  The employee executes this activity...
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Create Awareness
 
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| 33. Develops an awareness development plan and executes according to the plan.  The employee executes this activity...	
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| 34. Uses account awareness plan to drive execution of awareness activities and resources.  The employee executes this activity...
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| 35. Is able to articulate how any individual marketing or awareness activity supports the awareness development plan.  The employee executes this activity...
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Develop Key Relationships
 
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| 36. Creates and maintains a detailed “player map” of all relevant account individuals and influencers.  The employee executes this activity...
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| 37. Develops and executes a plan to achieve desired relationship with identified account individuals and influencers (e.g. decision makers, influencers, customer champions, etc.).  The employee executes this activity...
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Identify Opportunities
 
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38. Conducts quarterly account “white space” analysis and review.  The employee executes this activity... 
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| 39. Conducts annual technology “portfolio review” with key account individuals.  The employee executes this activity...
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| 40. Is able, at any time, to identify multiple potential revenue opportunities at the account.  The employee executes this activity...
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| 41. Is able to articulate the quantified business impact to the account of every potential opportunity.  The employee executes this activity...
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Drive Customer Success
 
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| 42. Conducts regular account deployment reviews with key account individuals.  The employee executes this activity...
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| 43. Achieves high customer satisfaction ratings from all account key individuals.  The employee executes this activity...
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| 44. Is able to call on account key individuals to serve as references and/or perform other functions to the benefit of INFA.  The employee executes this activity...
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Opportunity Management
  
  Desired Outcome: 
  Higher than average win rate with high ROI of revenue vs. cost of sales.
 
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| All Areas of Opportunity Management for All Activities |  
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| 45. Develops and shares a detailed opportunity win-plan (includes opportunity strategy, relationship building plan, negotiating plan, etc.)  The employee executes this activity...
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| 46. Uses opportunity win-plan to guide opportunity activities, time and effort.  The employee executes this activity...
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Qualify Opportunity
 
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| 47. Uses Insight framework and verifiable outcomes to categorize opportunity and guide opportunity activities.  The employee executes this activity...
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| 48. Updates opportunity system information daily with most recent changes.  The employee executes this activity...
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| 49. Conducts qualification exercise on each opportunity for each resource need before allocating resources.  The employee executes this activity...
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| 50. Is able to articulate current opportunity value, competitive situation, compelling event, and timing on any active opportunity at any time.  The employee executes this activity...
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| 51. Accurately predicts resource and time requirements on each opportunity. The employee executes this activity...
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Develop Opportunity Relationships
 
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| 52. Creates and maintains a list or “player map” for all relevant opportunity individuals and influencers.  The employee executes this activity...
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| 53. Develops and executes a plan to achieve desired relationship with identified opportunity individuals and influencers (e.g. decision makers, influencers, customer champions, etc.).  The employee executes this activity...
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Engage and Drive Resources
 
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| 54. Assembles and motivates a virtual opportunity team of required resources.  The employee executes this activity...
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| 55. Conducts regular opportunity review and strategy planning sessions with virtual team; updates opportunity win-plan appropriately.  The employee executes this activity...
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| 56. Develops and executes a joint evaluation plan with the key opportunity individuals.  The employee executes this activity...
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Maximize Opportunity Revenue
 
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57. Includes revenue expansion discussions in opportunity review and strategy planning sessions in a disciplined way.  The employee executes this activity... 
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| 58. Plans for, schedules and executes early negotiating / positioning discussions with key opportunity individuals.  The employee executes this activity...
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| 59. Is able to articulate, at any time, a compelling customer value proposition tied to customer business impact.  The employee executes this activity...
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Drive to Timely Closure
 
  
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60. Maps customer buying cycle and process to INFA sales process and adjusts opportunity win-plan accordingly.  The employee executes this activity... 
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| 61. Engages procurement and legal appropriately according to opportunity win-plan.  The employee executes this activity...
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| 62. Develops and executes joint close-plan with key opportunity individuals.  The employee executes this activity...
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| 63. Engages INFA executive resources to accelerate or leverage the customer buying cycle.  The employee executes this activity...
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| 64. Includes actions to address customer perceived risk in opportunity win-plan.  The employee executes this activity...
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Manage Customer Expectations
 
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65. Includes deployment / implementation plan as part of joint close-plan in a disciplined way.  The employee executes this activity... 
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| 66. Is able to articulate the value of deployment / implementation plan at any time.  The employee executes this activity...
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