Rodent Regatta

You’re an I.T. expert with deep experience in solving real business process problems for companies. Out of the blue you’re faced with a small company that has 9 salespeople. Your assignment is to determine the ”best sales force automation” solution for those 9 sales people, the sales manager and the owner of the company.

Ideally:

• Sales people would have notebook computers
• The sales manager could see the top 10 or 20 ”deals” that are most likely to close at any given time
• No sales person could walk away with your entire customer list (even) with a ”lost” notebook PC
• New prospects could be entered and assigned to a sales person so that s/he picks them up during the next ”synch” of the notebook
• Is this an Act! solution?
• Is it something else?
• Does a web-based answer do a better job of limiting any sales person’s view of the data to only those clients and prospects s/he serves?
• Has all sales force automation (SFA) given way to customer relationship management (CRM) software?
• Canned sales reports as well as ad hoc reporting would be available to the sales manager and owner