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Client Management System - CMS |
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Prospect Management supports on-line planning and tracking all marketing/sales activities to qualify/disqualify prospects. |
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Client Management supports on-line tracking of account history and current status, licenses, service agreements, commitments, issues, etc. |
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| Name of Company |
| Qualification Day |
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| Key Contacts |
| Key Decision Makers |
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| Main Business |
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| Perceived need for products and services |
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| Marketing/Sales Activity Log |
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| Ø | (what / why / who / when / action required) |
| Phone calls, Client visits, E-Mails / written correspondence, Proposals, Negotiations, Deliveries, Billings, Key Dates |
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| Product Licenses |
| Service Agreements |
| Ø | Values, Terms, Other |
| Ø | Values, Terms, Other |
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