The document describes a proposed Account Information Management Solution (AIMS) using the Salesforce.com CRM platform. It notes that while the pet supplies industry has evolved, data collection and management methods have lagged behind. Spreadsheets, word documents and email lead to disorganized "data black holes". The solution proposes implementing a web-based CRM like Salesforce.com to centralized data in a single, secure location accessible anywhere. The target users are field sales teams, managers and customer service who could benefit from improved account profiling, activity tracking and reporting.

1.
The
D.A.
Company
Building
Software
Solutions
&
Process
for
the
Pet
Industry
A.I.M.S.
Account
Information
Management
Solutions
The
D.A.
Company
1

2. It’s
2011.
Do
you
know
where
your
data
is?
1. CRM/Account
Information
Management
The
pet
supplies
industry
has
evolved
over
the
past
20
years
from
new
product
development,
packaging,
acquisitions,
etc…However,
when
it
comes
to
data
collection,
managing
data
and
creating
the
right
data
decision
metrics
to
guide
the
business,
many
companies
including
category
leaders
have
remained
in
the
1980s.
2. The
Problem
Current
data
collection
methods
• Spreadsheets:
Spreadsheets
such
as
MS
Excel
and
Numbers
are
an
extremely
valuable
and
flexible
business
tool.
Form
creation,
output
analysis,
graphing
and
financial
scenarios
are
the
cornerstone
of
this
software.
• Word
Processing:
Word
Processing
software
such
as
MS
Word
and
Pages
• Email:
Email
is
the
most
often
used
tool
for
communicating
deals,
forecasts,
programs
and
the
occasional
account
profile.
All
of
the
above
tools/actions
are
subject
to
the
business
phenomenon
known
as
“The
information
black
hole”;
“where
data
goes
to
die”!
Once
your
account
information
resides
with
any
“output”
software,
you
have
lost
all
control
of
your
data
integrity.
This
leads
to
bad
decision-­‐making,
time-­‐consuming
research
(usually
between
several
different
organizational
teams
and
personnel).
The
result;
$$$$
Loss!
3. The
Solution
CRM
It
is
abundantly
clear,
that
our
business
and
personal
lives
are
driven
by
internet
communication.
Facebook,
Twitter,
Linked
In
and
many
more
business
and
social
media
sites
are
now
driving
the
way
we
do
business.
This
substantiates
the
movement
toward
web
based
account
management
systems
and
“process
driven”
tasks/actions
that
are
managed
easily
and
consistently.
“Using
an
account
management
system
does
not
require
more
data
entry/communication.
The
only
requirement
is
a
single
data
entry
point!”
2
The
D.A.
Company

3.
The
solution
crm
continued
• Salesforce.com
Salesforce.com
is
the
#
1
selling
web
based
CRM
in
the
world!
There
are
close
to
300,000
users
of
SF
covering
almost
every
industry!
• No
additional
hardware
or
software
is
needed!
Only
a
license
and
internet
connection!
• Automatic
“features
upgrade”!
o Twice
a
year,
SF
will
automatically
upgrade
the
features
and
functionality!
• Available
24/7/365
• Highest
levels
of
security
Salesforce
is
built
with
security
as
the
foundation
for
the
entire
service.
This
foundation
includes
both
protection
for
your
data
and
applications,
and
the
ability
to
implement
your
own
security
scheme
to
reflect
the
structure
and
needs
of
your
organization.
The
security
features
of
Salesforce
provide
both
strength
and
flexibility.
However,
protecting
your
data
is
a
joint
responsibility
between
you
and
salesforce.com.
The
security
features
in
Salesforce
enable
you
to
empower
your
users
to
do
their
jobs
efficiently,
while
also
limiting
exposure
of
data
to
the
users
that
need
to
act
upon
it.
Implement
security
controls
that
you
think
are
appropriate
for
the
sensitivity
of
your
data.
Your
data
is
protected
from
unauthorized
access
from
outside
your
company,
and
you
should
also
safeguard
it
from
inappropriate
usage
by
your
users.
Salesforce.com
website.
• Unlimited
customization
• One
single
source
for
your
data
• Output
to
MS
Excel
• Works
with
IPhone,
Droid
&
Blackberry
(you’re
never
out
of
touch)
• $$$$
Gain!
4. The
Target
Audience
• Field
Sales
Representatives
• Field
Sales
Managers
• Sr.
Sales
Management
• Sales
Administration
• Customer
Service
The
D.A.
Company
3

4.
You
are
a
candidate
for
A.I.M.S.
if....
You
have
more
than
5
7ield
sales
representatives
helping
to
manage
your
business...
You
use
email
or
spreadsheets
to
capture
and
manage
your
data....
You
have
over
50
accounts
with
a
variety
of
terms,
pricing,
and
programs....
5. A.I.M.S.
Account
Information
Management
Solutions
• Account
Profiles
• Sales
Activity
Tracking
• Buying
Profiles
• Sales
Call
Planning
• Account
Planning
• Auto
Email
Reporting
• Approval
Process
• Administration
6. The
Solution
System
-­‐
The
D.A.
Company
• 20
Years
experience
selling
into
the
pet
specialty,
mass,
drug
&
grocery
channels
• 4
Years
as
National
Sales
Manager
and
Salesforce.com
Administrator
at
The
Bramton
Company
• 3
Years
as
National
Sales
Manager
and
Salesforce.com
Administrator
at
Fat
Cat
Inc.
• 7
Years
as
Territory
Manager
and
MS
Access
Sales
Report
Manager
at
English
Associates
Inc.
• 6
Years
as
Regional
Sales
Manager
and
ACT!
Database
Administrator
for
Archetti
Sales
&
Marketing
SUMMARY
Office
automation
via
“Cloud”
storage
and
interaction
is
here
to
stay.
The
D.A.
Company
can
help
streamline
your
data
input
and
provide
“push
button”
data
output
solutions
while
creating
efficiencies
and
cutting
costs.
Start
moving
to
a
better
solution
today!
4
The
D.A.
Company

5.
Testimonial
“Dan
singlehandedly
developed
our
sforce.com
database
from
the
ground
up
as
a
permanent
solution
for
maintaining
customer
data
as
well
as
product
information,
pricing,
and
specifications.
He
provided
training
for
company
associates
on
how
to
use
sforce.com
including
uploading
and
disseminating
information
and
customizing
the
user
interface
to
benefit
various
roles
within
the
organization.
Dan's
initiatives
greatly
improved
efficiencies
by
allowing
us
to
provide
real-­‐time
product
updates
to
sales
associates
across
the
US.
This
insured
the
correct
customer
specific
pricing
and
applicable
discounts
were
applied
to
allow
us
to
maintain
or
improve
profit
margins
while
exceeding
customer
expectations
on
notification
timelines
and
the
amount
of
available
product
information.”
Michael Gregory Director, Product Development Retail Products Group
(214) 337-5595 ext. 7135
The
D.A.
Company.
Building
Sales
Software
Solutions
&
Process
for
the
Pet
Industry
Dan
Archetti
359
Raymond
Road
Chester,
NH
03036-­‐4131
Office:
603-­‐887-­‐6850
Cell:
603-­‐244-­‐6438
Email: danarchetti@gmail.com
The
D.A.
Company
5