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eTouch SamePage could be used as a simple, fast and low-cost tool for sales teams to collaborate and track opportunities and leads. Sales personnel can access and update from anywhere with internet access. Contact details for potential customers can be securely shared and collaboratively maintained within the team.
Opportunity List
Opportunity
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Account Name
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Sales Stage
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Amount
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Close date
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Team
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Owner |
3000 Units
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ABC Motors
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Negotiation Review
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$50,000
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2/15/06
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East |
Tim |
1000 Units
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PLC Parts
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Closed
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$5,000
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1/26/06
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West
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Patrick
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5000 Units
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Jene's Auto
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Prospecting
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$25,000
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3/1/06
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East
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John
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800 Units
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J W Smith & Sons
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Negotiation Review
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$10,000
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4/23/06
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West
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Carla
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9000 Units
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Kearne Autos
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Prospecting
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$80,000
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6/23/06 |
East |
John |
Customer Interactions/Follow-up
Customer : McMillan Publishing
Open Since : 06/17/04
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Added by richard on 08/13/04
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Spoke with Ross - he said that things are moving in the right direction. He asked me to send a SOW for the project. I have sent that across yesterday.
We have Rajesh Vora (contractor) confirmed with Mktg group for a 6 month contract. The contact is Scott (418 536 2211)
Got an email from Vendor Management asking to enter data on the web site and copies of insurance certificates etc. The contact is Joseph (331 221 7878)
Spoke with Joanna and she had everything except the Workers Comp. I have faxed that in today. Joanna has said that the process should complete in 24 hrs.
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Added by claire on 08/09/04
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We have sent our final proposal to McMillan last week. We are well placed against GHF since we have gone in a little lower than them. I spoke with Ross today to check status. He is trying to arrange a meeting to make a decision. He said that IT may just ask them to make a decision which would be a good thing for us. He said that he would get back to me by tomorrow.
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Added by richard on 07/27/04
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Ross called back. We will meet with him on Monday to review the revised proposal and then submit our own. Matt is now telling Gerard that "our architecture for the solution is not clear to him".
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Added by john on 07/27/04
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Spoke with Rich today to find out the current status.
We have a meeting with Alan - I have been pushing him to get us ameeting with Ross to understand the diffrent types of projects / requirements and the engagement models (like offshore). Rich said that he would speak with Ross since he has a mtg scheduled with him today and then get back.
Adding Sarah since she will take over from Clint
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Sales Reports
Sales Report - 2005
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January
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February
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March |
April |
Total Leads Generated
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38
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23 |
39 |
44 |
Deals Closed
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9
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2 |
12 |
18 |
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