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APPS - Account Portfolio Planning System |
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APPS is an inexpensive, Excel-based, sales process management tool for B2B firms and individuals that recognize the need to put sales process discipline into their business. APPS takes just a few minutes to set-up for your specific product offerings and markets, then leads you through a proven process for setting account strategies and action plans.
APPS Highlights …
¨ Account and opportunity-level sales strategy and action planning ¨ Sales pipeline management and reporting ¨ A “hard-wired” in, proven sales process ¨ On-board sales process tutorial ¨ Up to 100 active Accounts and 10 opportunities per account (another 100 inactive accounts) ¨ Less than 15 minutes to configure to your specific product line, sales team and target markets ¨ Integrated sales metrics tracking sheet ¨ Quarterly sales plan development tool ¨ Manages email and phone numbers for up to 1,000 active customer contacts and 1,000 non-customer contacts ¨ Uses QuikLinks™ to quick-connect to Google™, LinkedIn™ , Wikipedia™, and GoToMeeting™ ¨ Does quarterly sales forecasting ¨ Handles up to 8 years of account history ¨ Comes pre-configured for Product, Service or Project-oriented companies ¨ Requires no special IT installation support ¨ Can run on your own PC or your corporate server |
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Screen Shot of APPS Main Menu |
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Screen Shot of Sales Opportunity Strategy & Action Planning |
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Screen Shot of Portfolio / Account Forecasting |
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Sound Strategy, Rapid Results, Lasting Impact™ |
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