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Wrote an article on "Listening for Sales Success" for PlanLab news
Trip & John had renewal pricing discussion with Aviva today centered around AMU'ers.
Final prep for LIMRA conference this week & sorting through status of pending sales opportunities.
Taking Dave to airport so he can get out of town and get out of our hair - refreshing for all...
Came across "Equity University" & their retirement & wealth tools while searching the internet for something else - not sure the University has a foorball team, but it has some web calulators, etc. http://www.trustetc.com/equity-...
Finalizing the automated e-mail process for @task to support planLab rollout sales support.
Just sent out TIAA-CREF renewal proposal to them. Approval expected.
Morning devoted to contract review, assemby of work project priorities buildout, client prep meeting, software review.
Working on suggested edits to PlanLab website to enhance marketing & sales appeal to producers.
Working towards a common language for Impact CRM sales & marketing usage
Working on some new individual PlanLab sales support processes.
Initial sales plans focus assembled for comapny's near term focus. Management to brainstorm and finalize this week.
Finishing sales strategy paper today - putting some final touches on now.
Working on strategy to increase usage within our client companies
I hit the "post" before writing a comment - I was lookin gon th einternet for something else and came across this site - I liked the left side menu - particularly the sales support menu options. - john lensi
Have to leave at 4:30 pm for appt -- in case anyone needs me - call my cell.
Howard helped me this afternoon brainstorm some business issues and also helped me come up to speed on using MOSS better. Much appreciated.
Continuing work on a new sales process strategy document.
Dave's wife Ginna had some surgery yesterday - everything went well based on anote I got from him last night.
John working on sales matrix per Maxey request.
MOSS being used as common placeholder for projects.
Working thru sample PlanLab cases & MOSS
Dave & John have their new PC equipment and are up and running thanks to Doug & Jeff.
Dave & John starting MOSS training this am.
CRM being used to record account & client interactions - sample for TIAA-CREF visit yesterday in 'notes' section.
Running sample cases through various software modules to advance understanding of software platform & logic. Gotta know it to sell it!
John's wife made some coffee-cake square treats for the office - they are in the breakroom. Enjoy!
John's working on a suggested new PlanLab individual user roll-out 'orientation' process – initial white paper will be available for review tomorrow.
Calling all brownie / chocolate chip cookie lovers – John’s wife made some delicious goodies – there in the break room. Enjoy!
I'm in the process of drafting a ‘white-paper’ for a suggested roll-out process for new individual users of PlanLab.
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