Michelchiasson's Blog on Sales Management and Daily Life

How can you track relationships in an account?

Posted by: Michel Chiasson on: May 28, 2009

Obviously, I have the solution to this problem.   I wan to know if you do.  I might have talked about this before.  I had a series of articles on managing contacts in an account as it was getting more and more complex.  The reality is that the business we were targeting was a 2 billion dollars business.  On our side, a presales, myself as vp sales, the director of client support, 5 people in marketing including the vp, the vp finance, the vp of client services, a client relationship manager, a partner manager and a consultant.  And all this, was only on our side.  So there were 13 resources on our side interfacing with a potential client at any given time.

On the client side, there were people in global sourcing, the vp of dev, the vp of IT, the vp of admin, internal resources evaluating the solutions from all vendors, and 15 different departments playing some roles in the evaluation process.

So here is the question – Who do we know?  Who knows who best?  How could I see this matrix in one view?  Any thoughts?  We were running a CRM solution from Epicor called Clientele and i can assure you, other than putting notes in the comments section, there was no way we could track this.  And people buy from people, people they know and trust.    http://www.alphainventions.com

If you have a solution for this, I would be very excited to hear about it.  I will be waiting for your commments…..

Would this be the answer????

1 Response to "How can you track relationships in an account?"

Leave a Reply