CRM FY'09 Q1 Activity Sheets

Q1 CRM Activity Tracking : 

Q1 CRM Activity Tracking

How Activity Sheets Work : 

How Activity Sheets Work Filled out for every major activity the group is managing Tracked on a master Gantt chart Divided from management amongst team leadership Used to report upwards and to peer organization

The Purpose of Activity Sheets : 

The Purpose of Activity Sheets Drives further transparency Major activities get recorded Format facilitates communication with peers & leadership Helps distribute the workload amongst the team

Activity Types : 

Activity Types Content Projects (demos, videos, solution briefs) Internal Content (internal presentations, strategy decks) Launches (new product introduction activity) Events (third party events, webinars w/ substantial prep) Operational (websites we run, etc) C iC L E O

Currently Active Projects : 

Currently Active Projects

Current CRM Activity Timeline : 

Current CRM Activity Timeline Self Service Conf Gartner CRM Summit Social CRM Demo Social CRM WP Sales Prospector Demo Third Party Social CRM WP Social CRM Pres ROI Calculator TCO Keynote Siebel to Siebel Flash Demo Product Keynote MSA Solution Brief Siebel to Siebel Solution Brief Sales Prospector Solution Brief R16 @ OOW Social – Campaigns/Sales Lib Siebel eBilling Re-launch Mobile Sales Assistant ACCE Strategic OOW – Concierge Program Internal - Industry Bus. Plan Int. OOW Pres           Real People Slides CRM On-Demand Sales Presentation CCA & CCOD

Slide 7: 

C

Slide 8: 

C

Slide 9: 

C

Slide 10: 

C

Slide 11: 

C

Slide 12: 

C

Slide 13: 

C

Slide 14: 

C

Slide 15: 

C

Slide 16: 

C

Slide 17: 

iC

Slide 18: 

L

Slide 19: 

E

Slide 20: 

E

Slide 21: 

E

Slide 22: 

E

Slide 23: 

O

Slide 24: 

O

Completed Projects : 

Completed Projects

Slide 26: 

C Done

Slide 27: 

C Done

Slide 28: 

C Done

Slide 29: 

C Done

Slide 30: 

iC Done

Future Projects : 

Future Projects

Slide 32: 

L

Slide 33: 

L

Slide 34: 

L

Activity Sheet Templates : 

Activity Sheet Templates

Slide 36: 

C

Slide 37: 

iC

Slide 38: 

L

Slide 39: 

E

Slide 40: 

O

APPENDIX : 

APPENDIX Other Activity On the Horizon

Things we Likely Have Due : 

Things we Likely Have Due Mobile MSA On-Demand to On-Premise PIP CRM COI Presentation Social CRM Presentation Social CRM Briefing Third party Social CRM Whitepaper 8.1 Feature/Function Deck CCOD & CCA

Slide 43: 

Things We Have Due (updated 7.21.08, 10am)

Launches : 

Launches R16 Gadgets Social CCOD CCA 8.1