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
 ØValues, Terms, Other  ØValues, Terms, Other