Targeted at small sales cycles this module will keep everyone informed.

Illustrates contacts information and if a demonstration or presentation has been completed.

Articulates project details, the compelling event and pricing information.

Informs everyone about what has been completed and what is needed.

The small projects module is targeted at companies that have short sales cycles, perhaps a single visit where either a single presentation or demonstration is completed. The module will simply articulate the contact details, the competitive landscape, when contracts are due for renewal and pricing information.

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