john lensi - FriendFeed

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-...

August 5 - Comment - Like - Share

Finalizing the automated e-mail process for @task to support planLab rollout sales support.

August 3 - Comment - Like - Share

Just sent out TIAA-CREF renewal proposal to them. Approval expected.

July 31 - Comment - Like - Share

Morning devoted to contract review, assemby of work project priorities buildout, client prep meeting, software review.

July 30 - Comment - Like - Share

Working on suggested edits to PlanLab website to enhance marketing & sales appeal to producers.

July 28 - Comment - Like - Share

Working towards a common language for Impact CRM sales & marketing usage

July 28 - Comment - Like - Share

Working on some new individual PlanLab sales support processes.

July 27 - Comment - Like - Share

Initial sales plans focus assembled for comapny's near term focus. Management to brainstorm and finalize this week.

July 27 - Comment - Like - Share

Finishing sales strategy paper today - putting some final touches on now.

July 24 - Comment - Like - Share

Working on strategy to increase usage within our client companies

July 23 - Comment - Like - Share

http://www.turborater.com/

July 22 - Comment - Like - Share

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.

July 22 - Comment - Like - Share

Howard helped me this afternoon brainstorm some business issues and also helped me come up to speed on using MOSS better. Much appreciated.

July 21 - Comment - Like - Share

Continuing work on a new sales process strategy document.

July 21 - Comment - Like - Share

Dave's wife Ginna had some surgery yesterday - everything went well based on anote I got from him last night.

July 21 - Comment - Like - Share

John working on sales matrix per Maxey request.

July 20 - Comment - Like - Share

MOSS being used as common placeholder for projects.

July 17 - Comment - Like - Share

Working thru sample PlanLab cases & MOSS

July 17 - Comment - Like - Share

Dave & John have their new PC equipment and are up and running thanks to Doug & Jeff.

July 16 - Comment - Like - Share

Dave & John starting MOSS training this am.

July 16 - Comment - Like - Share

CRM being used to record account & client interactions - sample for TIAA-CREF visit yesterday in 'notes' section.

July 15 - Comment - Like - Share

Running sample cases through various software modules to advance understanding of software platform & logic. Gotta know it to sell it!

July 15 - Comment - Like - Share

John's wife made some coffee-cake square treats for the office - they are in the breakroom. Enjoy!

July 14 - Comment - Like - Share

John's working on a suggested new PlanLab individual user roll-out 'orientation' process – initial white paper will be available for review tomorrow.

July 9 - Comment - Like - Share

Calling all brownie / chocolate chip cookie lovers – John’s wife made some delicious goodies – there in the break room. Enjoy!

July 9 - Comment - Like - Share

I'm in the process of drafting a ‘white-paper’ for a suggested roll-out process for new individual users of PlanLab.

July 6 - Comment - Like - Share