Sales Force Systems > Etools

Customization of your new Impact software system can be accomplished in less than one day. Impact contains a customization engine and customization genie that are easy to use. Ongoing customization and changes to business development process and language are accomplished easily and quickly without going to the Information Technology department.

Additions and modifications are made by the “Impact Administrator” and then are sent to all users the next time that they “synch”.

Impact's customization engine provides for a continuous improvement environment and eliminates the additinal cost of change.

Sales Training and Impact Software Customization Process

(1) The SFS team will help you develop a business development process that supports your business objectives. Courseware material for customer planning, capture management and meeting planning, complete with communications skills improvement techniques, are customized to reflect your new business development process.

(2) The Impact "Customization Engine" is used to customize the software to reflect the way you want your teams to do business, and to create the reports that you need to effectively manage business development activity. Your unique business development process, language and culture will be customized in the software in less than one day. Impact provides a platform to immediately reinforce the process and provides just-in-time e-training. Deliverables for the customization phase will include a customized training workshop, custom reports, workbooks, job aids, planning guides, and software.

Training and Software Customization


	Needs Analysis and Assessement include the Identification of business development process improvment needs, and face-to-face communications skills requirements

	Identification of phases in the BD cycle and process checklist items

	Development of the Win Probability model including analytics and "best practices" knowledge engine

	Inclusion of your BD process and language and logo in the training material, software and reporting systems. This includes case studies based upon actual customer situations

	Development of custom WEB based software plug-in integration modules that enable information sharing between Impact software and other CRM systems