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Sales Dialogue Worksheet

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Business

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Worksheet

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Running head: SALES DIALOGUE WORKSHEET 1
Sales Dialogue Worksheet
Student’s name
Institution
Date

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SALES DIALOGUE WORKSHEET 2
Sales Dialogue Worksheet
1. Prospect Information
A. Company Name
Amica Mutual Insurance
Type of Business: Insurance business
Address: United States Branch Lincoln
B. Key-Person Information
Name: Karen Fontaine
Job Title: Senior Purchasing Representative
Role in Purchase Decision: Karen is responsible for all purchases in Amica Mutual insurance.
Communication Style: Online through LinkedIn
C. Other people involved in the purchase decision:
Name: Robert A. DiMuccio
Job Title: Chairman
Role in Purchase Decision: makes final decisions concerning big company projects.
Communication Style: online, LinkedIn
2. Customer Value Proposition: connect with your clients in a whole new way.
A. Product/Service that delivers value: Zoho CRM will benefit you with Salesforce
automation, lead management, customer service, and workflow automation
B. Value Proposition Statement: using the template below insert your choice where you see
Amica Mutual insurance will realize the best customer relationship by purchasing Zoho CRM
software for $65 per month. Beginning in January 2019, the improvement in sales force

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Running head: SALES DIALOGUE WORKSHEET Sales Dialogue Worksheet Student’s name Institution Date 1 SALES DIALOGUE WORKSHEET 2 Sales Dialogue Worksheet 1. Prospect Information A. Company Name Amica Mutual Insurance Type of Business: Insurance business Address: United States Branch Lincoln B. Key-Person Information Name: Karen Fontaine Job Title: Senior Purchasing Representative Role in Purchase Decision: Karen is responsible for all purchases in Amica Mutual insurance. Communication Style: Online through LinkedIn C. Other people involved in the purchase decision: Name: Robert A. DiMuccio Job Title: Chairman Role in Purchase Decision: makes final decisions concerning big company projects. Communication Style: online, LinkedIn 2. Customer Value Proposition: connect with your clients in a whole new way. A. Product/Service that delivers value: Zoho CRM will benefit you with Salesforce automation, lead management, customer service, and workflow automation B. Value Proposition Statement: using the template below insert your choice where you see Amica Mutual insurance will realize the best customer relationship by purchasing Zoho CRM software for $65 per month. Beginning in January 2019, the improvement in sales force SALES DIALOGUE WORKSHEET 3 automation will achieve an economic payback in one year. We have agreed to measure the delivered value by Net-new revenue. 3. Competition in the Account: Competitor Product Strength Weakness Salesforce CRM CRM Better at suppor ...
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