POC Preparation

Before you start the POC, identify and understand the customer needs and challenges.

Asking the Right Questions

Sales qualification is a part of the sales process where you determine whether a prospect is a good fit for the product or service that you present.

It is imperative for you as a salesperson to identify the ideal customer profile and compare the characteristics to your prospects.

  • Customer Profile

    Which industry? Role of the customer’s contact?

    For example, net new prospects / existing Check Point customers.

    Note - Some industries have higher demands such as Finance and Government.

  • Who is meeting you?

    For example, Endpoint Security Manager / Head of IT / CISO.

    Note - Identify decision-makers, their problems and responsibilities.

  • Environment profile

    Understand the customer environment:

    • How many clients?

    • Which OSs?

    • VDI?

    • Cloud or On-prem?

  • Current Endpoint vendor

    • Which Endpoint solution is used today?

    • What are the challenges?

    • Which features are enabled?

  • Suggested Harmony Endpoint packages

    https://catalog.checkpoint.com/cat/harmony/harmony_endpoint

  • Is this an existing Check Point customer?

    • Does the customer have an Infinity Portal subscription?

    • Does the customer have an Infinity XDR/XPR subscription?

  • Define POC schedule based on the business objectives

    • What are the expected time frames for the customer?

    • Does the customer have the resources for committing to a POC?

    Note - Determine the contract expiration date of the current EDR/EPP solution.