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Practical guides to setting up your workspace, developing value logic, and building a case you can review.
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Start with your task
Find the guide for the work in front of you.
Set up your company
Add your company context, solutions, and supporting evidence.
Read guideBuild a value driver
Define the benefit, its inputs, and the formula behind it.
Read guideBuild a business case
Bring buyer context and value drivers into a case you can review.
Read guideExport and share
Prepare your case for the people who need to examine it.
Read guideNew to Serre?
Start with your company knowledge, then bring it into a real opportunity.
- Set up your company profile
Review the company context your team will work from.
- Add your solutions
Describe what you sell and the problems it addresses.
- Create a prospect
Add the buyer context for the opportunity in front of you.
Understand the foundations
Get familiar with the building blocks and the calculations behind a case.