Tag: Target Account Selling Methodology
Options for Exporting Your TAS Plan - Story From: Dealmaker Tips
January 27th, 2012, Comments Off
The beauty of an intelligent cloud application like Dealmaker is that you can access your opportunity plans whenever you want. But sometimes you’re not online, or maybe you just need to print off the plan for a meeting with your boss.
With Dealmaker, your printing and archiving options are varied:
- in Qualifier Assessment or TAS Assessment, [...]
MarketView Icons at a Glance - Story From: Dealmaker Tips
August 26th, 2011, Comments Off
When you’re building a MarketView, it can be composed of Account Plans or other MarketViews.
Dealmaker Account Management’s MarketView component allows you to see at a glance which are Account Plans and which are MarketViews, to allow you to build you MarketView more quickly. Account Plan have a ‘head office’ icon, whereas MarketViews have a square [...]
Use Pivot Tables to Further Analyze Your MarketViews - Story From: Dealmaker Tips
August 19th, 2011, Comments Off
Once you’ve created a MarketView, you can select it to see what kind of information it gives you. MarketViews show you your open and closed opportunity values across Account Plans, but also tell you what opportunity values are associated with an Account, but not yet in an Account Plan.
Click on a headline value to get [...]
Types of MarketView - Story From: Dealmaker Tips
August 12th, 2011, Comments Off
There really is no end to the range of MarketViews you can create, as log as they’re composed of Account Plans in your purview. As an account manager with a portfolio of accounts under your wing, you can create a MarketView which aggregates your multi-Unit Account Plans with your multi-Account Portfolio Plans. As a team [...]
Sharing Your MarketViews - Story From: Dealmaker Tips
August 5th, 2011, Comments Off
The people you report to reply on MarketView to give them on window on the addressable market that includes your Account Plan, or the portfolio of Account Plans in your control.
Once you’ve created your MarketView, there’s no need to worry about giving all the various people access to your MarketView. Dealmaker automatically makes your MarketView [...]
Account Management Admin for Value Map Questions - Story From: Dealmaker Tips
July 29th, 2011, Comments Off
Dealmaker has a general administration area which controls the general business and technical aspects of managing your Dealmaker account. The Account Management part of the platform also has its own administration section for aspects which are specific to Account Management. One of these aspects is the Value Map analysis methodology.
The Value Map analysis area is [...]
Account Management Admin for Levels of Relationship - Story From: Dealmaker Tips
July 22nd, 2011, Comments Off
Dealmaker has a general administration area which controls the general business and technical aspects of managing your Dealmaker account. The Account Management part of the platform also has its own administration section for aspects which are specific to Account Management.
The Level of Relationship button is where the default ‘LORs’ are stored (Vendor, Credible Source, Problem [...]
Account Management Admin for Solution and Custom Solutions - Story From: Dealmaker Tips
July 15th, 2011, Comments Off
Your available solutions that are presented on your opportunity Map, to complete the matrix with your Business/Service Units or Accounts, are controlled from Dealmaker’s dedicated Account Management administration area. This is where you list your organization’s available solutions, and where you can opt to allow your Account Managers to enter custom solutions to appear on [...]
Summary Tab Feeds the Plan General Info - Story From: Dealmaker Tips
July 8th, 2011, Comments Off
The Plan General Info tab presents the main information for the Account Plan. The Summary tab feeds the summary section of the Plan General Info screen, and it’s where you need to go to record your summary information, or to update it after you’ve done more research and strategizing on your plan.
Request Sign-off for your Account Plan - Story From: Dealmaker Tips
July 1st, 2011, Comments Off
If you have a number of superiors whose buy-in you need for your your account plan, a great way to do this is with the sign-off feature. Just click the ‘Request sign-off’ button, select the individual to approve your plan, compose your message and save it. Dealmaker gets the message to the approver that you [...]
