2. Overview of SalesDriver™ solution
Software modules for improving sales management
Sales and Marketing Management
Segment Account Opportunity Encounter
Management Management Management Management
Account Sales
Customer Sales
Customer processes Sales Sales Person’s
Selection
Segmentation
Business (solution, Funnel
Gate Model
Desktop
Call
Criteria Plan Planning
product)
Segment Yearly Sales Win & Sales
Segment Sales Team
Business Planning Mgmt Win Plan Loss Call
Reporting Calendar
Plan Cycle Reporting Review Reports
Data
Data Account Opportunity
Collection Sales Value Resource Lead
Collection Management Qualification
for Incentives Quantification Management Management
for Reports Process Criteria
Segmentation
Microsoft Dynamics CRM platform
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3. Account Business Plan
Contents
Section Content
1. Executive summary
1. Executive summary • Summary for top level customer management
• Includes main points from each section
2. Understanding customers business and current challenges
• Customer’s strategic challenges
2. Customer analysis • Customers key development projects
• Strategy, 3 year targets etc.
3. Description & analysis on current state of business
• Wallet share
3. Business overview • Description of current business, current contracts
• Key figures
• Customers stakeholders and our customer facing team
4. Opportunities to solve customer’s challenges
• Opportunities related to customers targets
4. Sales opportunities • On-going development projects
• Identified sales opportunities
Account strategy & 5. Strategy and targets set by the management
5. targets
• Long term objective
• Review period
5. Actions to reach the targets
6. Action plan • Action plan
• Follow-up on actions to reach the targets
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