Sales Leads

Automate Sales Lead Registration and Management

The first engagement I had the pleasure of working with Amazon Consulting on was implementing a web based Partner Portal and Lead Registration system. I had built some smaller scale “portals” with Beemix (a friend’s now defunct design and web development company) and this was by far the largest scale project I had yet to take on.

Somehow, we were able to design, build and launch over the short course of a summer. (I distinctively remember many long days in my backyard “office.”) After we launched Mercury Confidential for what was then Mercury Interactive, we paired up again a couple years later to develop PartnerPath. After that, I continued to work on implementing and enhancing the Sales Lead Registration system for our clients, some of which included integrations with Siebel and SalesForce. If you just happen to be a high-tech company that needs a better partner engagement solution and visibility into their sales pipeline, I high recommend taking a look at PartnerPath.

• Interface, System and Workflow Design for all people interacting with the system:
  • sales person who has to let not only their own sales team and manager know about a lead, but the vendor (who we built the system for)
  • local, regional and global sales managers, responsible for a specific subset of business- needing quick access to data and some
  • those account and/or regional managers responsible for reviewing and approving a registered deal through the claim phase
• Discovery, Requirements Elicitation and Technical Specification
  • client meetings, internal consultations with specialists
• Database Architecture and Model Design
  • flexible work-flow engine to accommodate unique sales cycles (terminology, statuses, percentage of close, etc.)
• Graphic Design and Form Design
• PHP/MySQL development
• Custom Integration with Siebel
  • Data Mapping
  • Technical Requirements and Scoping
• Account Management, Project Management, Implementation Management