Key Account Management

Stephen D Keating

I am looking to create a Smartsheet that will help me track my customers over the year. I work for a company that sells, deploys, and maintains ERP systems. That is Enterprise Resource Planning. I look after the customers after they have 'Gone Live' with the system. After they have settled down my objective is to run with a 'Post Implementation Strategy'. That is, to establish where there are gaps with their current configuration as they grow with the product and prepare themselves for ongoing training. If there is a requirement for additional modules I factor this in and scope the requirement. I want a sheet that will reflect all twelve months with quarterly summaries. I want to be able to grade my customers along the lines of Gold, Silver & Bronze. I will then be able to assign a value to each of these criteria. I then want to be able to assign dates for visits to each level. The objective is to finetune my Gold opportunities and ensure that I have contact time scheduled in a Master Smartsheet. This will allow me to forecast potential revenue, and to identify when I need assistance from a technical resource.



I could roll up my sleeves and study all the Smartsheet tutorials, but in honesty, that time should be spent with my ERP software. If I can source a specialist for an hour I believe I could get the bones of this thrashed out.



Looking forward to seeing if there is anybody out there with a similar requirement and solution.



Best Regards,

Stephen



 

Andrée Starå

Hi Stephen,

I'd happily work with you and help you with setting up a solution but I need some more information to see what would work best for your particular situation.

If you'd like we can book a time for a free discovery call and take it from there. How does that sound?

Have a fantastic weekend! 

Best,

Andrée Starå - Workflow Consultant / Get Done

Stephen D Keating

Hi Andree,

 

Thank you for making contact. First off what are the commercials? You spend time scoping but then I am sure you have a fee. Can you let me know? My email address is sdkeating@outlook.com

This Smartsheet I need is for use with my Manager on a weekly basis. I do believe that there may be an opportunity across our company for a comprehensive solution.



I need it for me now though, so I am operating under my own license. I have an initial Smartsheet done already. I just want to work with somebody who knows all the tips and tricks so that all the critical information is accessible and available.

I want to grade my customers into Gold Silver and Bronze.

Gold gets a monthly visit

Silver a quarterly visit

Bronze gets a six-monthly visit



By grading them I will develop a suite of products and professional services days for Gold / Silver / Bronze. This will allow me to forecast. It will allow me to identify days where I need a Professional Services Consultant to assist me with Customers.



It will allow me to plan Campaigns prior to visits with my customers.



Looking forward to hearing from you.

 

Best Regards,

 

Stephen



 

Richard Rymill SBP

Hi Stephen, 

Craig W and I have sent you an invitation to discuss the detail of your requirements and an idea of costs. 

Happy to help you with this, we have done similar work before. 

RichardR

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