The GAM then instructs SAM to enter the opportunity as 20% Upside in the Forecast Module, the regional Components, Inc. management team are made aware of the opportunity and begin following progress using the Project and Sales Forecast Modules.

Looking at the quotation history the GAM provides a proposal using the
Quotation Module, this is a quick and fully automated procedure as it is linked to both Microsoft Word and the Price List Module. He selects one of his standard company templates, enters the details and stores the quotation on the system.

He sets a To Do action on several staff to review the quotation before despatch. Everybody who has a proxy on the team gets to view the quotation details. Account Manager synchronizes this information as compressed data only, which massively reduces the time needed. When the data is required, Microsoft Word is invoked to display it in the original format. Finally, once he sees that everybody has reviewed the quotation, and after incorporating a couple of suggested changes, he actions SAM to deliver it to PAM (wham, bam, thank-you...).