Account Management SoftwareAccount Management WorkshopsAccount Management Training

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+1-443-535-0510

4948 Ten Oaks Road
Dayton, MD
21036

 

System Features & Requirements

The system leverages standard systems & applications. It is designed to accommodate most common operating environments.

The version of WIN IT ® described below is our stand alone package. This is the most appropriate solution for many customers. For larger enterprises who desire a web based solution, we collaborate with the client's Information Technology organization in order to create a web enabled version of this system. In this latter instance, we negotiate a price and terms that permit the creation of a "copyright derivative" license. Please call for more information.

The following list summarizes the basic system features of WIN IT ®.

Windows 95/98/2000/NT/ME/XP Compatible.
Ability To "Roll Up" Accounts Into An Integrated Database For Use By Sales Management Persons. Note that user's database file contains all of the accounts for which they have either responsibility or authority.
Utilizes Microsoft Jet Database Technology. This is compatible with Microsoft Access. 
Supports Multi-User Concurrent Access To Account Information Via LAN or Remote Access Technologies
User Customization Supported Through The Use Of Templates:
Product/Service Names
Products Relationship To Product Families
Terms For Expressing The Advocacy Position (Attitudes) of Clients
Supplier Value Chain Roles
Buying Practice Qualification Questions
Customer Survey Questions
Fiscal Month Names
Lists Of Customer Business Drivers to Be Used In Drop Down Pick Lists
Lists Of Customer Titles To Be Used In Drop Down Pick Lists
Standardized Factors To Be Used When Assigning Probability Of Sale Percentages
Product Descriptions and Pricing Parameters That Can Be Used In An On-Line Price Reference Guide
Extensive Reporting Capability Including:
A Selection Of Nearly 50 Tabular Reports
Over 50 Pre-Selected Graphs and Charts
Ability To Print All Reports and Graphs To File For Use In Other Applications Like Word Processors, Presentation Tools and E-Mail.  
Ability To Change Account Names (e.g. necessitated by customer merger or acquisition)
Ability To Export Individual Accounts. This Feature is Extremely Useful In Situation In Which Account Responsibility Has Changed.
 

 

 

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All rights reserved. Copyright Anderson & Kinsella, Inc., 2004.
WIN IT® is a registered trademark of Anderson & Kinsella, Inc.