End of quarter is approaching and the Components, Inc. management team are focused on closure. They sit down with SAM and the GAM and 'brain storm' using a combination of modules. Their meeting makes extensive use of the Sales Meeting Module to review their prospects Account by Account.

The Projects Module allows them to see the focused actions for a specific opportunity, including milestones, activities, team members (both at ABC Electronics and in their own company) and, of course, full details on the requirements including linked quotations and visit reports.

The Account History Module will facilitate rapid review of all account activity through a convenient tabbed activity and the Pending Module will summarize outstanding events and actions.

The information they seek is at their fingertips and they produce valuable information highlighting the people who have not been contacted who could have been, along with historical data regarding similar customer engagements and the sales teams connected to those engagements.

The team actions are electronically executed and after a short period of global sales activity there is rapid movement in the sales funnel to 75% Forecasted ( Commit ) for end of quarter. The executive team of Components, Inc. are extremely happy.

The deal closes before the end of quarter and everything has been captured by the 'Account Manager' Sales environment, which will go on to benefit both the management and sales teams for future opportunities.