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