Deterministic Solutions Presales & Postsales support
Agenda Sales Activity Generation Account Retention Activities Personal Background
Overview – Sales Activity Generation New Lead generation Company profiling Entry point identification Initial contact Fact finding call Email follow up Account Manager handoff
Overview – Account retention Customer Quality Assurance Semi-annual company record’s update Annual renewal notices Additional opportunities – Account Manager handoff
Company Profiling Management team Product relevance Corporate Revenue Public filings Press releases New Hire Openings Corporate newsletters
Entrypoint Identification Multiple targets VP & Executive Director Line Manager Engineers Administrative
Initial Contact Fact finding call Pre-qualification Target verification Product verification Creating the need Email Confirmation CRM Entry & Account Manager handoff
Account Retention Customer Quality Assurance Support incidence follow up phone call Quality Assurance “Rating cards” email Semi annual company records update Changes in personnel Changes in projects New projects
Account Retention Annual Renewal Notices Phone call  Email follow up Account Manager handoffs New opportunity discovery Problem accounts turn over
Personal Background Direct Sales  Worldbook Encyclopedia The Showplace – (Pottery Artwork) Call-in Center  AOL Help Desk Merck-Medco Corporate Management Worldbook Encyclopedia Las Vegas Hilton, Flamingo Hilton, Monte Carlo Entrepreneurship The Showplace Citgo Service Stations Custom PC Sales
Personal Background Business Skills Customer categorization Customer needs fulfillment Personnel Management Recruiting Training Fairs & Tradeshow Management P&L Responsibilities
Personal Background Technical Skills Sales Force, Upshot, CRM on Demand, Custom CRM applications Microsoft Office applications Casino Database Dataentry PC Assembly, Installation and Configuration
Deterministic Solutions Jeannette Fitzgerald [email_address] www.deterministicsolutions.com T: 860 481 4858

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Deterministicsolutions1

  • 1. Deterministic Solutions Presales & Postsales support
  • 2. Agenda Sales Activity Generation Account Retention Activities Personal Background
  • 3. Overview – Sales Activity Generation New Lead generation Company profiling Entry point identification Initial contact Fact finding call Email follow up Account Manager handoff
  • 4. Overview – Account retention Customer Quality Assurance Semi-annual company record’s update Annual renewal notices Additional opportunities – Account Manager handoff
  • 5. Company Profiling Management team Product relevance Corporate Revenue Public filings Press releases New Hire Openings Corporate newsletters
  • 6. Entrypoint Identification Multiple targets VP & Executive Director Line Manager Engineers Administrative
  • 7. Initial Contact Fact finding call Pre-qualification Target verification Product verification Creating the need Email Confirmation CRM Entry & Account Manager handoff
  • 8. Account Retention Customer Quality Assurance Support incidence follow up phone call Quality Assurance “Rating cards” email Semi annual company records update Changes in personnel Changes in projects New projects
  • 9. Account Retention Annual Renewal Notices Phone call Email follow up Account Manager handoffs New opportunity discovery Problem accounts turn over
  • 10. Personal Background Direct Sales Worldbook Encyclopedia The Showplace – (Pottery Artwork) Call-in Center AOL Help Desk Merck-Medco Corporate Management Worldbook Encyclopedia Las Vegas Hilton, Flamingo Hilton, Monte Carlo Entrepreneurship The Showplace Citgo Service Stations Custom PC Sales
  • 11. Personal Background Business Skills Customer categorization Customer needs fulfillment Personnel Management Recruiting Training Fairs & Tradeshow Management P&L Responsibilities
  • 12. Personal Background Technical Skills Sales Force, Upshot, CRM on Demand, Custom CRM applications Microsoft Office applications Casino Database Dataentry PC Assembly, Installation and Configuration
  • 13. Deterministic Solutions Jeannette Fitzgerald [email_address] www.deterministicsolutions.com T: 860 481 4858