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Conference ilbbak::us_sales_service

Title:US_SALES_SERVICE
Notice:Please register in note 2; DVNs in note 31
Moderator:MCIS3::JDAIGNEAULT
Created:Thu May 16 1991
Last Modified:Tue Sep 03 1996
Last Successful Update:Fri Jun 06 1997
Number of topics:226
Total number of notes:1486

80.0. "Sales Lead Tracking SW Needed" by GEOFF::G_SCHULTZ (Geoffrey Schultz) Wed Feb 12 1992 13:49

	I looking for some software (preferably internal) that will assist
	in lead tracking.  Does anyone know of such a package?

						-- Geoff
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80.1It's a SNAPODIXIE::WALLSBeautiful Atlanta, GAWed Feb 12 1992 16:465
    Why don't you contact a Dave Gruber @ dtn 296-4526.  He has been
    involved in a pilot project for the SME world and they have used a PC
    based package called SNAP.
    
    Charlie
80.2All-in-1 Sales & Marketing DYNORM::NORMANFri Feb 14 1992 11:4420
  I understand SNAP runs on a PC. It is being investigated by our district
   for use here in our leads tracking effort.  If I hear anything back I will
   post in here.

  I personally would like something that ran on a VAX and I am investigating
   All-in-1 Sales & Marketing. If this is a viable option it would be great
   as it could be accessed through the "regular" All-in-1 system and all my 
   people could access the database.

  Also in a DIGITAL TODAY, there was an article by Bob Hughes on FLIP.  I 
    haven't had a chance to investigate this avenue yet, but it sounds promising.

  Boy do we need a good, VMS based lead tracking program!  The leads I get for
    my reps I put into List processing and sort and process that
    way, but it is a bit bulky as we increase the database.


  Any other ideas?  I'd love to hear them too.

  /teri 
80.3LeadsHAMSTR::MURPHYSue Murphy MKO2-2/D14 dtn:264-0723Fri Feb 14 1992 13:476
      Another source of information on leads is Laurie Orlov @MKO,
    DTN 264-3100. Laurie is in the midst of developing and piloting
    the Lead Distribution System.  I am sure she would welcome your 
    feedback and suggestions.
    
    Sue
80.4More on Lead ManagementHAMSTR::MURPHYSue Murphy MKO2-2/D14 dtn:264-0723Tue Mar 10 1992 17:5654
    

                  I N T E R O F F I C E   M E M O R A N D U M

                                        Date:     03-Mar-1992 03:57pm EST
                                        From:     LAURIE ORLOV @MKO
                                                  ORLOV.LAURIE AT A1 at ASGMKA at MKO
                                        Dept:     Direct Marketing IM&T
                                        Tel No:   264-3100

TO:  susan Murphy @mko

CC:  ginny covino @mro
CC:  jay atlas @upo
CC:  lenny vairo @upo

Subject: Reply to note 80.2 in Sales Notes Conference                


Please include the attached reply to note 80.2 on Sales Lead Tracking 
Software.

Regards,

Laurie Orlov
US Channels & Direct Marketing IM&T




	MMS+ from JEB Systems is a Vax-based leads management tool
	in use today by the Service Accounts Organization and planned
	for use by the SME sales organization.  Its use is supported
	centrally by the US Channels & Direct Marketing IM&T group.  
	Questions on its functions and features can be directed to
	Paul Cully (AIMHI::CULLY) at DTN 264-1340 or Bonnie Donahue
	at DTN 297-3815 (SAILR3::DONAHUE). 

	The MMS+ application currently handles leads distributed from
	a variety of sources including the Electronic Connection,
	Field Service Engineers, the DECDIRECT Technical Consulting Center,
	etc.  The leads are routed centrally by geography to the 
	appropriate MMS+ location in the US.  The application is
	also in use in Educational Services.

	FLIP is an application that enables managing of mailing list
	contact information held in the US Direct Marketing Database.
	FLIP questions can be directed to Lisa Hartunian @ALF (DTN 
	385-2613). 
	
	- Laurie Orlov
	  US Channels & Direct Marketing IM&T
    
80.5OUTCOME - complex selling, team sellingSHALOT::THORNTONNOT just another Al BundyFri Apr 03 1992 18:3790
I'm a member of the Sales & Distribution Solutions Business Practice (HQ'd
in Chicago) with ties to the Sales and Distribution Systems (SDS) Marketing
organization. 

Folks, there are a fairly large number of products out there in the 
marketplace if all you want to do is contact management, mailing lists, and
basic lead management. 

However, if you are interested in any or all of the following capabilities, 
the list narrows very quickly and is very short. These capabilities 
include Team Selling, Complex Selling, and Sales Cycle Tracking. 

Very briefly, these three features are described below.

	Team Selling (information sharing)

		The team is defined how you want it to be. For example, 
		at Digital the team could include the account manager, 
		sales rep(s), delivery and sales support, local office
		order management. The team does not have to all reside
		(have accounts) on the local cluster; in fact, it would be
		a disservice to require it.

		The kinds of information the team can share is really up
		to the sales team. Communications notes (not just sales
		call information) can be passed and will be associated
		with the particular sales lead instead of detached from the 
		application (as a mail message may be). Of course, the
		generic sales call information is shared with the team too.
		In this manner, all members of the sales team can quickly
		ascertain the status of current events and activities 
		related to the account.

		Team members can actually assign appointments or todo's 
		to other members of the sales team.

	Complex Selling

		In the solution selling that has become more and more a
		requirement for Digital to be successful, we find ourselves
		selling to more than one buyer. Who are the buyers? What
		are their buying criteria? How well do our products or 
		services meet the account's needs? How do we compare with 
		what our competition is selling? Who is the competition? 

		What are the red flags associated with this project or
		opportunity? What are our own strengths that we need to
		emphasize?

		Information relating to the above can be recorded, and 
		modified over time as the situation changes. 

	Sales Cycle Tracking

		What are the defined steps of the sales cycle that need
		to be tracked? Which opportunities/projects are in which
		step?

Some available applications are now being built to address the third 
feature above, but very few are attacking the first two, which many of our
own larger customers, and to a great extent, Digital itself, is finding
itself in need of today. One of those solutions is called OUTCOME. Our
Practice has been involved in bringing this application into the VMS/Rdb 
environment. We're working with a recognized 3rd party, NPRI.  Digital and
NPRI have a MIDAS agreement to sell OUTCOME.

End users would be on PCs and would access (i.e. dial up) the server to 
sychronize the database with that on the PCs and receive new information 
back. The server is used for the complete database, application management, 
and management reporting. The product is in QA and should escape Digital
clutches in Q4. I'm currently using the client on a Digital 320P notebook
PC. 

A glossy brochure has just been completed and can be ordered by referencing
part number BC-F1729-66. (I can send you one if you can't wait for your
order.) 

The Practice will be at DECworld 92 and will be showcasing OUTCOME. Please
call any of us in the list below for more information. We'd be glad to 
visit with you and your account. If your account is interested in 
automating their sales force but are not anywhere near the point of product 
selection or product requirements, then we also have consultants to assist 
in this process. 

Please call any of the following for more assistance:

George Gamble @ALF DTN 385-2832
Lee Thornton @OPA  DTN 393-7508
Larry Gilbert @ACI DTN 474-5172
Tim Gaston @OPA    DTN 393-7397
80.6correction to glossy part numberSHALOT::THORNTONNOT just another Al BundyMon Apr 06 1992 19:2010
re .5

>A glossy brochure has just been completed and can be ordered by referencing
>part number BC-F1729-66. (I can send you one if you can't wait for your
>order.) 

Sorry, the correct part number is EC-F1729-66.
                                  *

Lee