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Sales & Retail vocabulary · Sales Process & Pipeline

Capture plan

Meaning in sales & retail, with examples

nounAdvanced term

In sales & retail, capture plan means: A strategy for pursuing and positioning a specific competitive opportunity, often developed before the formal request for proposals.

In Turkish: rekabetçi fırsatı kazanma planı

How it is used

Use for opportunity-specific planning that covers buyer priorities, competitors, relationships and actions.

Example sentences

  1. The capture plan identifies which operational problems we must understand before the tender opens.

    The planning starts before formal proposal writing begins.

  2. We revised the capture plan after learning that the buyer would evaluate maintenance separately.

    New information about evaluation can change the pursuit strategy.

Common collocations

  • develop a capture plan
  • capture plan review
  • RFPRequest for proposal: a formal document in which an organisation describes what it wants to buy and invites several suppliers to send proposals.
  • opportunityA qualified potential sale that is being actively worked on, with an estimated value and an expected closing date in the CRM.

More terms: Sales Process & Pipeline

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