Introducing GATEtoSALES: the sales professional’s "thinking space" for strategizing, planning, tracking and sharing activities in dynamic campaigns. Focused on results the professional is personally responsible for achieving, GATE sales campaign lifecycle management provides an overall view of activities, sequence, timing and goals, and the vision to succeed.
GATEtoSALES value: (a) productivity enhancement for individual users because strategizing improves performance, and (b) front-end to SFA systems for higher quality content because GATE information reflects real-world activities in real campaigns.
GATEtoSALES focuses on the campaign as a process made up of a user-defined activity sequence with both sales and buying processes in the background. It has an informal workflow scheme, completion status tracking, descriptive activity properties & attachments (documents, images, sounds, and videos), email-connection, Outlook scheduling, Excel interface, and synchronizes with Salesforce.com. In other words GATE creates a model of the campaign upstream from any CRM or sales force automation system.
Each campaign’s “thinking space” is really a scenario manager, and becomes a model of the campaign as detail is added. Peter Schwartz says in The Art of the Long View that “For in the end, every scenario is personal”. With GATEtoSALES the individual contributor develops winning scenarios by planning intermediate goals and backfilling with realistic next steps no matter how uncertain the future may be. In this process the rep (any GATE user) learns and progresses intuitively. Each interactive campaign model is their vision to succeed. These campaigns are always ready for synchronizing with Salesforce.com. Management sees the data in pipeline status, sales numbers and opportunity contacts. If Salesforce.com is not used, then Excel is used as a pipeline report or as data input for/from other systems.
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