During which phase of the sales cycle is ECT information entered into Compass?

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During the Solution phase of the sales cycle, ECT (Enterprise Credit Technology) information is entered into Compass. This phase is crucial as it involves the detailed development of the proposed solution tailored to the customer's needs. By capturing ECT information at this stage, sales representatives ensure that all relevant data regarding pricing, terms, and customer specifications are integrated into the system, facilitating more accurate and effective communication with stakeholders.

Entering this information during the Solution phase allows the sales team to provide a comprehensive proposal that addresses the customer's requirements and demonstrates how the provided solution aligns with their goals. This proactive approach helps in building trust and positioning the sales team as informed partners in the customer's decision-making process.

In contrast, the Closed Won and Signature phases focus more on finalizing the sale and confirming agreements, while Connect and Learn is generally about relationship building and gathering insights rather than entering technical data.

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