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Summary of Success
Somerville Nurseries - Microsoft Office 365, Azure, Professional Services and IT Managed services.
Strategic method used: BANT (Budget, Authority, Need and Timeline) to qualify the opportunity.
Activities used:
 ContactedcustomerthroughCRMtofurtherqualifythe opportunity andarticulatedSAAS,IAASbenefitssolutions
through meeting presentations.
 Utilized my Infrastructure team to further qualify the opportunity.
 Weekly Skype meeting with customer CIO and IT Manager
 Through these activities of continual relationship building efforts, closed:
o Companywide Microsoft Office 365 licenses
o Professional services for license implementation
o 3 year companywide Managed IT service contract
o Sales Cycle to close: 4 months
2014
Wasteco - Microsoft Office 365, Professional Services
Strategic method used: Providedcostbenefitsanalysisof movingtoaSAASmodel licensesing
Activities Used:
 Completed a proposal for Microsoft Office 365 Licenses with Professional Services to customer.
 Tasked for monthly followed ups
 Pulled in the Subject Matter Experts to further qualify the technical component of the Proposal.
 Through these activities of continual relationship building efforts, closed:
o Professional Services for license implementation
o 3 year companywide Managed IT service contract
o bSales Cycle to close: 14 Months
2013
McCain Foods- Rolloutof computerThinclients,Professional services,SAPTraining.
Strategic methodused: leverage vendorpartnerstoarticulate the competitiveadvantage.
Activities Used:
 Aligned all Project Management deadlines to 24 different locations through US and Canada
 Daily follow up with customers and IT distribution to ensure delivery was fulfilled
 Coordinated training methods and dates with customer and vendor
 Through these activities of continual relationship building efforts, closed:
o Largest Enterprise Hardware and Software rollout - 2012
o Sales Cycle to close: 6 Months
2012
Ontario Securities Commissions - Office 365, Professional Services.
Strategic Method Used: Leveraged existing Enterprise software renewal in order to upsell to the a SAAS model
while capturing Professional Services in order to increase company sales revenue.
Activities Used:
 Weekly meetings with my team Subject Matter Expert and customer IT Manager through SKYPE calls
 In person presentation meeting with the company decision maker.
 Conference calls with software vendor and decision maker.
 Through these activities of continual relationship building efforts, closed:
o Largest Office 365 deal - 2015
o Sales Cycle to close: 5 Months
2016

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Closed Success Summary

  • 1. Summary of Success Somerville Nurseries - Microsoft Office 365, Azure, Professional Services and IT Managed services. Strategic method used: BANT (Budget, Authority, Need and Timeline) to qualify the opportunity. Activities used:  ContactedcustomerthroughCRMtofurtherqualifythe opportunity andarticulatedSAAS,IAASbenefitssolutions through meeting presentations.  Utilized my Infrastructure team to further qualify the opportunity.  Weekly Skype meeting with customer CIO and IT Manager  Through these activities of continual relationship building efforts, closed: o Companywide Microsoft Office 365 licenses o Professional services for license implementation o 3 year companywide Managed IT service contract o Sales Cycle to close: 4 months 2014 Wasteco - Microsoft Office 365, Professional Services Strategic method used: Providedcostbenefitsanalysisof movingtoaSAASmodel licensesing Activities Used:  Completed a proposal for Microsoft Office 365 Licenses with Professional Services to customer.  Tasked for monthly followed ups  Pulled in the Subject Matter Experts to further qualify the technical component of the Proposal.  Through these activities of continual relationship building efforts, closed: o Professional Services for license implementation o 3 year companywide Managed IT service contract o bSales Cycle to close: 14 Months 2013 McCain Foods- Rolloutof computerThinclients,Professional services,SAPTraining. Strategic methodused: leverage vendorpartnerstoarticulate the competitiveadvantage. Activities Used:  Aligned all Project Management deadlines to 24 different locations through US and Canada  Daily follow up with customers and IT distribution to ensure delivery was fulfilled  Coordinated training methods and dates with customer and vendor  Through these activities of continual relationship building efforts, closed: o Largest Enterprise Hardware and Software rollout - 2012 o Sales Cycle to close: 6 Months 2012 Ontario Securities Commissions - Office 365, Professional Services. Strategic Method Used: Leveraged existing Enterprise software renewal in order to upsell to the a SAAS model while capturing Professional Services in order to increase company sales revenue. Activities Used:  Weekly meetings with my team Subject Matter Expert and customer IT Manager through SKYPE calls
  • 2.  In person presentation meeting with the company decision maker.  Conference calls with software vendor and decision maker.  Through these activities of continual relationship building efforts, closed: o Largest Office 365 deal - 2015 o Sales Cycle to close: 5 Months 2016