Customer Engagement


The new ABC Electronics Project Manager (we shall call her PAM) for the next generation mobile phone calls her supplier, Components, Inc., to establish contact with her local Sales Manager ( let's call him SAM ). This is to introduce herself and also to arrange a meeting to discuss the time-to-market challenges and cost constraints her team will face over the coming months.

Components, Inc. is an established user of Cobault Account Manager™. SAM is out of the office, so the person who takes the call creates an electronic action using the To Do Module of Account Manager to set a call reminder for SAM to call PAM back.




SAM is currently enjoying his stay at a plush business hotel in a different country in Europe (Components, Inc. still has an expenses budget!). Over the Internet, SAM connects remotely to the central server and synchronizes his data from the hotel room.

The To Do action automatically gets sent to his Pending Tray and pops up to alert SAM the moment he synchronizes with the server. SAM then immediately makes the call. He confirms the action complete and it automatically gets posted to the To Do history for later knowledge transfer.



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Account Manager is fully scaleable. All the modules come together to build a complete sales methodology that is centred on identifying the compelling event within the sales cycle, and what needs to happen by when.

Modules
   
ACCOUNT HISTORY E-NEWS PROJECTS
ACTIONS FORECASTING QUOTATIONS
CONTACT DATABASE MAIL MERGE REPORT WRITER
DIARY OPPORTUNITIES SALES HISTORY
DOCUMENTS PRICE LIST SALES MEETING
SALES PLAN SMALL PROJECTS VISIT REPORTS