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