IT Sales | IT Marketing sample Documents and Templates | Sales Incentive Schemes | Bid Management | Bid Process | Client Engagement process

Sales and Marketing for IT Organizations

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A RASCI chart outling roles and responsibilities for various functions within an Outsourcing or Shared Services organization. The role descriptions cover Customer Relationship Management, Service Delivery Management, Communications, Technical Resources, Project Deliv..
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A short Powerpoint presentation outlining what is expected of a Client Engagement Team within an Outsourcing or Shared services organization. The roles covered in the presentation are Client Engagement, Service Delivery and Pre-sales.   ..
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A definition of Thought Leadership.   ..
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A policy for managing new opportunities within a Shared or Managed Services organisation. Excerpt Scope "This Policy takes effect from 1 October 20xx. The Business Opportunity Management policy applies to all bids/proposals in all business units with VENDOR X ..
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A framework for managing business opportunities within IT Vendor or Shared Services operation.     ..
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A Vendor proposal for IT Outsourcing Services. Fairly simple and straight forward. Excerpt " This proposal is indicative only and is based on information supplied by Customer X to Outsourcing Vendor Z (Z). The purpose of this Indicative Proposal is to give Cus..
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A very comprehensive IT proposal for Outsourced Services. Specifically Desktop, Network, Servers and Data Center. This is a very good template that will save an  enormous amount of time in the preparation of your proposal.     ..
Sales and Marketing for IT Organizations

IT Sales and Marketing information is very difficult to find on the internet. Often IT Vendor organizations need to improve their processes, uplift the quality of their proposals, review the way that services are priced or the way that their sales teams are rewarded. Consulting Cloud has developed Read More....

a comprehensive range of tools that will assist IT Vendor organizations and Shared Services functions to better engage with their customers and to improve the quality of their proposals.

Business Opportunity Management is one of the critical success factors in any sales process. If a Vendor does not have such a process in place it can lead to increased risk for both the Vendor and the Customer. This process should cover such things as account planning, proposal development, internal sign off and proposal submission.

In addition is it vitally important to have the sales team rewarded in a way that improves the experience and outcomes for the customer as well as providing enough financial incentive for the salesperson to close the sales with a minimum of exposure and risk to the Vendor organizations. Consulting Cloud templates and sample documents include Business Opportunity Management policies and processes, Sales Incentive Plans, Costing Models, RASCI charts and other sales processes to assist IT Vendors to be more successful with the selling and account management processes.

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