Blue Sheet - CS Pune
Blue Sheet - CS Pune
Strategic Analysis
Date: 6/1/2020 Updated: 6/1/2020 Adequacy: Comfortable IDEAL CUSTOMER CRITERIA: Match to Criteria:
Salesperson: Shipra Tiwari -5 to +5
Account/Prospect: Credit suisee Competition: 1. Matching Global Standards 3
Current Volume: Total Potential: 2 million 2. Cost Effective solution 2
SINGLE SALES OBJECTIVE My Position Vs. Competition: Not Clear at this stage 3. Timeline
Product/Service: Place in Sales Funnel: In the Funnel 4. Global Reach
Sales Rev/Units: Timing for Priorities: Engaged 5. Overall comfort
Close Date: 8/30/2020 TOTAL 5
BUYING INFLUENCE ROLES DEGREE OF INFLUENCE MODE Rating: Rate how well your base is covered with each
E = Economic H = High G = Growth NOTE: Win-Results Statement: a short statement of the 'Buying Influence' for this sales objective.
T = Technical M = Medium T = Trouble personal Win that a Buying Influence attains when Red Flag: Uncovered Base, New Players/Reorganization,
U = User L = Low EK = Even Keel important measurable business Results are delivered. Uncertainty/Lack of Data
C = Coach OC = Overconfident Strengths: Areas of differentiation; Opportunities to
improve your position
BUYING INFLUENCES INVOLVED Degree BUYING INFLUENCE'S KEY WIN-RESULTS HOW WELL IS BASE COVERED?
Name, Title, Location Role of Mode
Influence Win-Results Statement Rating: Evidence to support your Rating:
Avinash sakharkar E H G Project close to global standards within Budget for India 0 Need to met the client
Uttam dasgupta E H G Need to get in touch 1 Met him, Approchable but not very friendly
Functionality and Aesthetics 1 Good relation
Main decision maker 5 Need to capture this fellow.
Client has prefrence with Milliken
Date Note(s)
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Buying Influence's Key Win-Results Hidden Text - used to keep row from bing hidden
Contact #1: Project close to global standards within Budget for India
Contact #2: Need to get in touch
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How Well is Base Covered? (Rating/Evidence)
Contact #1: 0 Met him, Approchable but not very friendly
Contact #2: 1 #REF!
Contact #3: 1 Good relation
Contact #4: 5 Need to capture this fellow.
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Summary of My Position Today Hidden Text - used to keep row from bing hidden
Strength #1: Approved Global vendor
Strength #2: #REF!
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Strength #5: All India Base
Strength #6: Rate Contract in Place along with Product Specifications
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Red Flag #1: Client has prefrence with Milliken
Red Flag #2: Client free to use local products
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Action #2: Need to get in touch with global team
Action #3: very cost effective solution.
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Action #29: Global approach should be their
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Best Action Plan Hidden Text - used to keep row from bing hidden
Plan #1: When:
Who: Shipra
What: Need to meet Avinash after the lockdown
Plan #2: When:
Who: Edmond
What: Invite ben for factroy visit
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Information Needed
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Information: When will the project start
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Information: in Aug 20
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