Click the Right Arrow to View Curriculum Content - Story From: Dealmaker Tips
Dealmaker Virtual Learning is where you can learn your key selling concepts before you come to apply them to your real Opportunities and Accounts. Virtual Learning is structured by curricula. Click on...
View ArticleClick Directly into Your Opportunity Map from Account Plans - Story From:...
When you’ve done your Account Planning, the last thing you want to do is put the Account Plan on the shelf and leave it there, returning in 11 months time to dust it off and revise for the next annual...
View ArticleUse the On-Screen Help to Drive Your Dealmaker Account Management...
In Dealmaker Account Management, contextual on-screen help messages guide you through the application. Look for the yellow light bulb icon on the screen to help you find what you’re looking for, or if...
View ArticleWhich Plan Type is Right for Your Account Planning? - Story From: Dealmaker Tips
Creating your Account Plan framework is easy, and only takes a few minutes. You click Create New Plan from the Plan List (aka the Account Plans ‘home page’) page and the pop-up window directs you to...
View ArticleAdding Team Members, Units/Accounts and Solutions To Your Plan - Story From:...
Creating or editing your Account Plan is Dealmaker is very straightforward. To add a Team member, simply start typing their name and Dealmaker will progressively narrow down the names for you to...
View ArticleToggle Between Objective and Action to Stay On Top of Your Plan - Story From:...
At the heart of executing your Account Plan and working the chosen deals, are the Objectives, associated Strategies and associated Actions you and your team need to perform. The Objectives screen of...
View ArticleAdding an Action to Your Account Plan Objectives - Story From: Dealmaker Tips
Adding Actions to your Account Plan brings them alive; they are the instruments with which you execute your strategy. To add an action to one of your Objectives, click Show Actions on the line of your...
View ArticleMore on Selecting the Account Plan Type - Story From: Dealmaker Tips
Let’s delve deeper into the question of which Account Plan type you should do when building your Plan. You want to be sure you select the right Plan type because it affects the way your Plan is...
View ArticleToggle Views on the Opportunities to Narrow Your Account Management Focus -...
Sometimes, when you’ve done all that great research and discovered a whole range of potential opportunities, it’s hard to see where to focus your efforts. Your Opportunity Map in Dealmaker Account...
View ArticleQualifying Your Potential Opportunities in 3 Clicks - Story From: Dealmaker Tips
Once you’ve created your raft of potential opportunities, and decided which ones to target, you want to get them into Dealmaker Opportunity Management and starting working them. This is as easy as...
View ArticleBlock Out an Account/Solution Point to Narrow Your Focus - Story From:...
Account Management methodology is all about helping you see the areas of White Space where you’re not selling into Accounts or Business/Service Units. Sometimes, though, there can be a lot of White...
View ArticleToggle Between Levels of Relationship to Save Your Level - Story From:...
Some things in Dealmaker save without you having to save them. The Level of Relationship icons is one example. Typically you’re not going to be changing your level of relationship within an Account or...
View ArticleA Glance at Some of the Enhancements in Dealmaker v7.2 - Story From:...
In summary, Dealmaker v7.2 provides: General system performance improvements Enhancements to Forecast Analysis and Performance Coach Enhancements to the graphical maps in TAS Opportunity Management and...
View ArticleUnderstanding the Differences Between Political Analysis and Organizational...
The Political Analysis map in Dealmaker Opportunity Management and the Organizational Structure map in Dealmaker Account Management use the same technology, but they serve different purposes to reflect...
View ArticleConnecting the Nodes on Your Strategy Map - Story From: Dealmaker Tips
The Strategy Map in Dealmaker Account Management is an easy way for you to map out the Drivers, Initiatives and Critical Success Factors that frame the research on your Accounts and Business/Service...
View ArticleHow to Quickly Get into Pulse - Story From: Dealmaker Tips
Pulse is a great resource for getting a chat message out in real time to your sales colleagues. Formally, we describe Pulse as ’social networking for sales, with instant objective deal alerts’ and...
View ArticleFrom Account Plan to Working the Opportunity in 2 Clicks - Story From:...
One of the great things about the Dealmaker sales performance automation platform is just that – it’s a platform. You can build your account plan and then start working it, or review your account plan...
View ArticleClick and Toggle For the Correct Portfolio Account Segment Type - Story From:...
Dealmaker makes you more productive and more successful because it automates the things you do on a regular basis. We don’t automate everything you do, and currently we don’t automate the segmentation...
View ArticleTargeting Opportunities on Your Value Map - Story From: Dealmaker Tips
If you’ve created a whole raft of potential opportunities, you’re going to need to prioritize them so you know which are the best candidates for targeting. Don’t forget to click the Targeted check box...
View ArticleRequest Sign-off for your Account Plan - Story From: Dealmaker Tips
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...
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