Popular Articles

  1. Getting Started and Buying Influences

    Getting Started and Buying Influences The Getting Started section includes your Buying Influences, the Valid Business Reason, and the Credibility information.   Fig. 23, Getting Started S...
  2. Adequacy of Current Position

    Fig. 9, Adequacy of Current Position   Select your position by simply clicking on the word. Your selection will appear in the header bar. The Adequacy of Current Position enables you to assess how you feel about you...
  3. Best Action Plan

    The Best Action Plan section displays a summary of the Possible Actions flagged as Best Actions, as well as identifying Information Needed. Fig. 17, Best Action Plan Creating Best Actions Best Actions are not create...
  4. Icons and their Functions- Blue Sheet

    You will see various icons on the sheet.  Each icon has a specific function.   Flag mode: Clicking this icon activates Flag Mode.  This allows you to identify strengths or...
  5. Flags & Strengths

    Strengths   - Strengths are elements that make your solution significantly different from those being offered by your competition.   Red Flags   - Red Flags are symbols used for highlighting areas of strategy that require furthe...
  6. Green Sheet - Version 6.0 New Features

      1. The SSO field labels can now be customized in the Admin module.  The fields that can now be customized are the Sales Revenue / Other Units and Product / Service fields. Fig. 18, SSO Field ...
  7. Gold Sheet - Version 6.0 New Features

      1. Salesforce (SFDC) displays sub-accounts 5 levels deep.  SFDC also only shows opportunities in sub-accounts when the FOP is NOT mapped: Single Sales Objective tab - includes opportunities associated with any sub-accou...
  8. Single Sales Objective

    Single Sales Objective The Single Sales Objective or SSO, is the specific revenue objective or piece of potential business that you anticipate you will secure by calling on this person.  The achievement of t...
  9. Summary of My Position Today

    The Summary of My Position Today section displays a summary of the Strengths and Red Flags.   Fig.15, Summary of My Position Today Strengths Strengths that are unique will help the ...
  10. Specify Competitors

    Fig. 12, Specify Competitors Click the Add icon to create a new entry.  If the Repository icon is available for selection of suggested competitors that your organization has identifed.  If it is not visible then there are no &...