Tracking Sales Opportunities
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Presenation given to BNI Greenway Chapter on how to track sales opportunities 12/4/12
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Slides for Dr. Robert Ristino's keynote presentation to the Providers' Council's seminar on the Power of Branding on April 7, 2010 at the Crowne Plaza Hotel in Natick, Massachusetts. Dr. Ristino is an adjunct professor at Clark University. Ristino has a 30-year career in organizational communications and has served in public relations management positions at General Electric and UMass Memorial Healthy System.Power of Branding - Dr. Robert Ristino, Clark University
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Slides for Donna Latson Gittens's presentation to the Providers' Council's seminar on the Power of Branding on April 7, 2010 at the Crowne Plaza Hotel in Natick, Massachusetts. Donna founded causemedia in 1996 after 20 years as an executive at WCVM, Boston's ABC affiliate..Power Of Branding - Donna Gittens, causemedia - Beyond The Logo
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Tracking Sales Opportunities
- 1. Educational Moment for: BNI Greenway Tracking Opportunities Presented by: Misty Khan Advena Artemis LLC Tuesday, December 4, 2012
- 2. What to Track • Client Company Name* • Opportunity Description* • Sales Cycle* • Projected Close Date* • Projected Value* • Client Company Contact Name & Info • Current Value • Date Added
- 3. What to Track: Qualification Data – Real Estate/Mortgage Broker • Referral Source – Commercial Broker • Square Footage • Lease Expiration Date – Project Oriented Opportunities • Budget • Start Date – Specialty Products / HR • Number of Employees
- 4. Where to Track • Outlook
- 5. Where to Track • Excel