Sales Consulting Templates For Use In A Team Knowledge Base

Sales Consulting Templates for use in a Knowledge Base Contact Management Templates for a Knowledgebase..................................................................... ..........................1 Ask Questions to Determine the Customer Identity........................................................................................... ........1 What is the Problem and how can it be solved with the acquired information?.................................................... ..2 Project Index........................................................................................................................................... .........................2 1. Configuration................................................................................................................................................. ............2 2. Plan..................................................................................................................................................................... ........2 3. Solution....................................................................................................................................................... ...............2 4. Execute................................................................................................................................................................... ....2 5. Turnover Handover Closure............................................................................................................. ........................3 6. Maintenance......................................................................................................................................................... ......3 7. Controlling, Follow-up ................................................................................................................... ..........................3 8. Change Management...................................................................................................................... ..........................3 Project Analysis/ Plan................................................................................................................................................. .....3 Plan.......................................................................................................................................................................... .......3 Concept............................................................................................................................................................ ..............3 Execute........................................................................................................................................................................ ...3 Support........................................................................................................................................................................ ...3 Adapt to future Requirements........................................................................................................................... ...........4 Corporate Profile......................................................................................................................................................... .....4 Corporate Profile Evaluation........................................................................................................................................ ...4 IT Infrastructure ?Application Technology.................................................................................................... ................5 Success Factors................................................................................................................................... ...........................5 Action, To-Do............................................................................................................................................... ..................5 Success Profile........................................................................................................................................................ ......5 Personal Success Profile.......................................................................................................................................... ....5 Project Success Profile.............................................................................................................................................. ...5 Project Management ........................................................................................................................................... ............6 Channel Sales and Marketing Service Profil....................................................................................... ..........................6 Pre Sales Support Profile................................................................................................................... ..........................6 Value Added Distribution Profile........................................................................................................................ ..........6 Post Sales Support Profile................................................................................................................ ...........................6

Contact Management Templates for a Knowledgebase Contact Management not only serves to collect the messaging data including the e-mail address and document address, but offers a means to identify the customer and his needs. It works to identify the obstacles preventing successful implementation and to develop a successful and competitive plan to overcome them. These templates offer tested formats to cut implementation time. - They have been developed for use with Internet Messaging and the implementation in Mozilla Firefox and Thunderbird - Using this information works towards understanding the customer’s needs as well as his personal evaluation of value and quality. - Application steps the planning and writing. - Develop individual templates for entering and storing Strategic Business Development, Sales Cycle Management and Sales Consulting data as E-Mail Message Documents for later collation and collection in a Team Knowledgebase. - The basic format suits formatting as XML. Ask Questions to Determine the Customer Identity Sales consulting assumes knowledge of the customer identity, his problems, goals and background. Templates collect the information to use as knowledgebase documents. Using Internet Messaging simplifies and expedites the entry of background information, experience and knowledge. These forms store and present the collected information in a form to ease analysis of the problem, generating a proposal or a quote. They also facilitate passing the information to technical support or development.

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What is the Customer Identity? What are the customer support needs? What does the customer need to implement a successful installation? What does the customer require to maintain and adapt the installation? What convinces the customer to expand the installation? Collect inputs to adapt the processes used to develop the business by intensifying relationships with existing customer and developing strategies to win new customers. The knowledgebase takes the inputs gleaned from this analysis and produces the material and support to answer the questions. Sales Cycle Management stores this information necessary to streamline these processes and the means to optimize the processes to cut time and costs. It reduces the routine work by using the information contained in the databases, and processing the information to help develop visions to build value. How does the Customer evaluate Value? The following terms relate value. - Corporate Value - Customer Value - Product Value - Project Value - Investment Value Value relates to what can be produced with the acquired product and to the satisfaction level achieved. It includes the communication exchange built through the implementation. What is the Problem and how can it be solved with the acquired information? Building Information System Aggregates to drive Strategic Business Development Team Resources An introduction to building a knowledgebase from Internet Research and Project Management to support Business Development. Start by asking the right questions and channel the answers to progress the team. Look at the questions confronting the Business Development Team and see how Aggregates adapt the answers to these questions for development. The resulting knowledgebase aids development efforts and success. URL:

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Project Index The Project Index is the container for the knowledge collection, entry and analysis. Corporate Profile 1. Configuration System Configuration Changes in Configuration IT Infrastructure. Dept. 2. Plan Problem Analysis Project Analysis and Planning Measures Goals/ Targets System Configuration Configuration System Performance Targets Concept - Project Analysis/ Plan to achieve targets - Show how the plan realizes the targets 3. Solution Project Activities. Follow-up. 4. Execute Project Management Concept/ Development Implementation: Installation and Phases Test Phase goals 2009 Attribute Content and Text to Gary_Gabriel 13306557.doc 22.01.09

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Documentation Introduction, Use and Training 5. Turnover Handover Closure Optimizing- Tweaking Bugs 6. Maintenance Support Maintenance Training 7. Controlling, Follow-up Open Issues, To-Do, Critical Issues 8. Change Management

Project Analysis/ Plan Customer Documentation, Planning, Executing, Maintenance Support System Configuration Configuration Infrastructure, Departmental Structure Plan Problem Analysis What is the problem? (potential) Was has changed? Problem Development Source and past of the problem Problem Influences Goals/ Targets Challenge Tools (required) Who, What, Why, How Much? What? When? What has changed? Problem Is not Ref: Migration Concept Plan Reduce costs. Improve and optimize performance. Performance factors. Security measures. Deadlines and targets Success Factors Success Factors Execute Concept. Development. Implementation. Installation Test Phases Documentation. Support Service. 2009 Attribute Content and Text to Gary_Gabriel 13306557.doc 22.01.09

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Support Hardware Software Training Invoicing, payment. Maintenance Adapt to future Requirements

Corporate Profile PN abbreviates Promotion Number and contains the Business Activity and the Information Resource driving this project. Joining these two parameters creates a unique index for this project. It facilitates index maintenance within the Sales Cycle Management. The data structures similar to the format used for .XML files. Mozilla Firefox and Thunderbird share To-Dos and simplify the Follow-up Internet Messaging shares Project Management Issues and Web Research Resources to make them more effective. Combine Internet and e-mail to enable flow supporting Web Research and Project Management activities. Configure Firefox and Thunderbird to share project and team to-dos and follow-up. Use this information to manage shared to-dos URL: >>> Corporate Profile PN< Date of Entry: Month[ ] Quarter[ ] Year[ ]

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Corporate FieldsofBusiness Founding Priniciple Corporate CorporateImage Founder Founded ShareCapital Owner[ / CEO Subsidiaries ] Organization ProductsMfg ] Financial Revenue Achieved Year1[ ]Revenue1[ Year2[ ]Revenue2[ Financial Targets YearF1[ ]Target1[ Employees[ Sales RegionalOffices SalesRegions SalesChannels CustomerTargets ServicesProvided Marketing Competition ]

Mission

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Corporate Profile Evaluation Partnership Targets MarginTarget AchievedMargin

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AchievablethroughProgram SalesPotential Revenue Currency Leads Generated LeadsQualified% NewProjectsGenerated AverageProjectValue ActivationCurrentCustomerBase% %CurrentCustomerBase NewCustomerPotential

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IT Infrastructure ?Application Technology Corporate Profile PN< Date of Entry: Month[ ] Quarter[ ] Year[ ]

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Application. Mail. Messaging. Network Operating System. Operating Sys Internetworking. Routing Bridging. Topology and Wiring Telecommunications. Success Factors Action, To-Do Configuration Guide for Mozilla Firefox and Thunderbird to share Team To-Dos and Follow-up on the Actions Start with this configuration guide and end with shared To-Dos in Internet Messaging using the Mozilla components. Configure Mozilla Firefox and Thunderbird to share Team and Project To-Dos and thereby simplifying project follow-up and management. Just the bare bones configuration work. URL: >>> Success Profile Requirements for a successful closure Workshop Training ..... Personal Success Profile f.e.Technician, Manager, Board of Directors Project Success Profile Obstacles

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Benefits

Competition Decision Structure/ Responsibil.

Project Management Sales Promotion Activities Issue Resolution

Channel Sales and Marketing Service Profil Pre Sales Support Profile Insert the services offered, multiple entries Design/ProblemAnalysis [ Planning [ ProjectManagement [ Delivery/Stocking [ Installation [ Hardware [ Software [ Training [ Repair [ Guarantee [ ValueAddedServices [ Value Added Distribution Profile Insert the Distribution Services, multiple entries Product Promotion [ Revenue Objective [ Trained Sales Team [ Strategic Product Positioning [ Inventory [ Forward Orders [ Post Sales Support Profile Insert the Support offered, multiple entries TechnicalTraining[ [ Updates [ HotlineSupport [

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