An Opportunity Uncovered


During the call the ABC Electronics Project Manager, PAM, communicates that her new project will be shared between their UK and US development teams and it would appear the US were further down stream with their activity. SAM used the Visit Report Module to document the call.

So SAM then gets back onto the Internet and connects directly to the central server in online mode. He invokes the Diary Module to schedule a conference call with the Components, Inc. GAM (Global Account Manager) in a time slot that the Diary Module shows as being free.



The conference call happens the next afternoon and SAM is happily back in his office on his sixth coffee of the day.


During the conference call, the GAM in the US requests SAM in the UK to create an opportunity in the Opportunity Module so the globally focused Components, Inc. account team can get access to the information. SAM does this and includes simple information about the compelling event, the product interests and the political alignment of the contacts known to him.


During this review, it becomes clear that the opportunity is a solid one so, after some discussion, it is converted to a project in the Project Module. The GAM immediately sends an action out to the complete global team to look at the project detail and add value wherever they are able.


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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