Conference ilbbak::us_sales_service

    re. .0..... one way to find an Acct Manager's name
    
    
    Assuming you know how to use VTX, go into ACCESS ($VTX ACCESS_US) and
    select option 1 - Account Management - from the ACCESS main menu.
    
    The Account Management menu points you to Account Managers and Account
    Names.
    
    
    \\ken
    

    Or, instead of going to VTX, I will answer it.
    
    I was the initial sales support rep on that account.  I was pulled off
    into other duties and the support rep was then TFSO'ed.  I do not know
    who the current support rep is, but I still know a fair bit about what
    happened and what is going on over there.  
    
    The Sales Unit Manager is Mark Stockhowe.  With all the reorganization
    that has gone on in the office here in the past couple of month's, I am
    not positive who the current account manager is.  I believe it is Dave
    Getsch.
    
    tim cerling

    Ken thanks for giving me the general method. Tim I'll contact you by
    mail.
    
    Dave

One other way to find an account manager or sales rep is to call DECdirect
and ask them.  They have the information so we all get credit when the order
logs through them.

bl

    
    Re:
    
>Note 36.1         How do I find out an account manager's name?            1 of 4
>SISDA::CHERNACK "Pardon me, modem"                   12 lines   2-OCT-1991 07:21
>          -< Use ACCESS to find more Account Management information >-
>--------------------------------------------------------------------------------
>    re. .0..... one way to find an Acct Manager's name
>    
>    Assuming you know how to use VTX, go into ACCESS ($VTX ACCESS_US) and
>    select option 1 - Account Management - from the ACCESS main menu.
>    
>    The Account Management menu points you to Account Managers and Account
>    Names.
    
    I'm back in this notesfile again. As I pointed out the specific
    reference solved my problem last time. Now I have a general question
    (see note 50 for details) but first I'd like to comment on .1.
    I just tried that. You get the message:
    
    The AMID Account Manager and Account Name Directories have been
    removed.
    
    Are they are coming back or was there a good reason to remove them?
    
    Dave
       
    \\ken
    

    The Account Managers and Account Name Directories were removed on
    Thursday from VTX.
    
    Why?  The data was out-of-date and not reflecting the current account
    structure.
    
    Let me check with Sue to understand what online communication vehicle
    we will use to disseminate this information.
    
    Once the infobase has been updated, it will be put back online.  When? 
    Stay tuned.
    
    
    \\ken

    Does anyone know if there is a data base that contains the names
    of Digital's Sales Account Managers, particularly for reseller
    accounts?  I have an ongoing need to identify Account Managers
    whose resellers need to be invited to show their solutions at
    various trade shows (e.g. work with Digital at UniForum).
    
    I know that Bob Hughes has portfolios of named accounts, and I
    know that U.S. Channels has some information on selected accounts,
    but, nowhere can I identify a database that has all the accounts and
    Account Managers.
    
    Any help would be appreciated.
    
    Hank (LESCOM::HADDAD)

    A project team has been formed to create a new, improved version of the 
    Account Manager's Directory.  They are finalizing their business 
    requirements and functional specifications.

    Until they have completed their job, if you have any questions
    regarding Account Managers and their teams, please call the Account
    Management Information (AMI) Hotline at dtn: 264-0288 or (603)884-0288.
    
    Thanks.
    

Can CSOs use this hotline?  We encourage joint selling with our CSOs so it 
would make sense that we make it easy for them.  ...I hope your answer is yes!

    Hank,
    
         The database you are requesting in note 36.7 will be provided via
    the "Account Directory" project now underway.  The Account Directory
    will be available via VTX with the next couple of months.  The directory
    will allow you to input customer name, customer code, or account AMID
    number and receive back the responsible account manager or set manager
    name and location.  The business requirements as defined to date will be
    displayed in this conference in the next couple of weeks for field
    feedback.  Please watch for it and respond as appropiate.

    The AMI hotline is to be used by Digital employees only. Who our
    account managers are and what account they manage is company
    confidential information.  The best way to get info to our CSOs is
    through their account managers.  If you see a need to provide account
    specific information to our CSOs, perhaps a newletter or some other
    type of communication could be created for that purpose.  For now,
    please maintain our company's confidential information appropriately. 

    The attached document outlines the preliminary requirements for
    an Account Directory Infobase.  This infobase would be available
    under ACCESS and allow users to quickly locate the name of the Sales
    Account Manager responsible for customers about whome they require
    information.
    
    If you have any questions or suggestions on the proposed application
    please feel free to post them here or send mail to:
    
    Annmarie McDonough @MKO
    Donna Kumorek @MKO
    
             Account Directory Preliminary Requirements Document

Executive Overview	This document represents the compilation of recent
			memos and discussions on the need for a Digital
			Account Directory to be made available to all employees
			via VTX.  It is intended to generate feedback which 
			will in turn feed into a final requirements document 
			for an Account Directory V1.0 application.  

			The problem and technical requirements statements which
			have been identified are by order of occurrence, not by
			priority.  The priority of these requirements for a 
			V1.0 application must be identified by the user base
			with final approval by the business sponsor.  

			Further requirements and feedback on the entire document
			will be gathered first from the attached distribution 
			list.  Based on this feedback, a finalized document will
			be published in the HAMSTR::US_SALES_SERVICES notes 
			file for final end user validation.  The user validation
			will be incorporated into a Business Requirements
			Document to be prioritized in Sales Solutions Delivery
			project queue.

Definitions		Customer - The name associated with an individual
			CLF customer id

			Account - The name associated with a Digital Account
			Management ID (AMID)

			CLF Customer ID - Unique identifier assigned to a
			customer by Digital

			Customer location - Street or mailing address
			associated with a customer ID

			AMID - unique identifier assigned by DEC to a grouping
			of individual customer IDs that Digital would like
			to treat alike


Problem Statement	Digital employees lack the ability to quickly locate
			the name of the Sales Account Manager responsible for
			customers about whom they require information.    

			Specifically:

			- The Field Selling Teams need to know the name and 
			  location of the person responsible for the overall 
			  account plan for the customer for which they may or 
			  would like to call.  With 360,000 customer locations 
			  assigned to 5500 accounts, the Sales force needs to 
			  know who and what account their particular customer 
			  location belongs.
    
    			- Secondarily, Account Managers should have the 
			  capability to see the customer code breakdown by 
			  customer location for their AMID to fully understand 
			  their total responsibility nationally.
    
    
User Base		The primary user base for this application is all
			members of US Account Teams.  The secondary user base 
			application is as all users of the ACCESS application 
			(which is classified as DIGITAL INTERNAL USE ONLY).


Technical 
Requirements		The technical requirements for the proposed 
Statement		Account Directory infobase are currently defined as:

			- A quick lookup device which allows users to enter
			  either a customer or account name and get detail 
			  information on the account including who within
			  Digital is responsible for the account.

			  NOTE:  Lookup will assume the user entered an
			  account name.  If no account name matches that entered
			  then it will be treated as a customer name.

			- Detail information to be displayed for each account
			  consists of:

			  Customer/Account Name  (User Entered)
			  Account Name (if user entered a customer name)
			  Account Number
			  Corporate Account Flag
			  Account Set Manager Name, Mailstop and DTN
			  Account Group Name
			  Account Group Manager Name, Mailstop and DTN
			  Portfolio Name
			  Portfolio Manager Name, Mailstop and DTN
			  Executive Partner, Mailstop and DTN

			- Default information should not be displayed for
			  Account Manager or Account Group Manager.  Default
    			  information is defined as the person which a
                          Portfolio uses as a temporary Account Set or Account
			  Group manager when the true manager has not yet been
			  named.
  
			- The application should be able to switch terms for 
			  the user -- if the user enters "Kodak", the
			  application should translate the term to the
			  standard Digital name - "Eastman Kodak Co" and 
			  display the correct detail information.  The 
			  application could search both the short name and the 
			  long name fields that exist in the reference file 
			  today.  We should also investigate the possibility 
			  of using the company name thesaurus to search on 
			  synonyms and non-displayable synonyms.

   			- Include the ability to explode an AMID into it's
                       	  customer name, address, zip, IBU/SIC and customer
			  number 

			- Include the ability to enter a customer name or code
			  and be informed if it exists and what the AMID is.

			- Build in hooks that will allow this to grow to
			  include a future Account Team File.  This could
			  be sorted by AMID and tell the user who is on the 
			  entire account team

			- Make application available under the Account 
			  Workbench via the ACCESS menu

			- Provide an online query application which identifies 
			  the demographic customer information; this saves the 
			  account manager time and provides a "market map" of 
			  the locations to prospect
                   
			- Provide the capability to find where AMID numbers
			  are rolling up in ANY account group; this will allow 
			  users to locate the account set to which a "missing"
			  AMID number rolls up

			- Display contact information for AVP coordinator. 
			  Also display a message on the main menu which 
			  identifies the infobase contact name (name TBD)

Security 
Requirements		- The proposed application should secure against 
			  any user being able to consolidate a full
			  listing of all accounts by name

			- The information in this application will have
			  a DIGITAL INTERNAL USE ONLY security restriction

    Hello,
    
    It's me again the base note author. I'm in an engineering group. DECUS
    is just over and a couple of engineers in my group have just come back
    with a bunch of business cards of customers interested in looking
    at/buying one or more of our products. In some cases they need
    literature follow up. In other cases follow up from a person.
    
    We will try and follow up to some extent. But what I'd like to do is
    hand these LEADS off to someone from the salesforce.
    
    Re .-1
    
>================================================================================
>Note 36.12        How do I find out an account manager's name?          12 of 12
>BAHAMA::MCDONOUGH                                   161 lines  10-FEB-1992 11:30
>                  -< Account Directory Infobase Requirements >-
>--------------------------------------------------------------------------------
>    The attached document outlines the preliminary requirements for
>    an Account Directory Infobase.  This infobase would be available
>    under ACCESS and allow users to quickly locate the name of the Sales
>    Account Manager responsible for customers about whome they require
>    information.
    
    This sounds like exactly the sort of tool I need access to to find the
    correct person to habd each of these leads off to.
    
    What I'd like to do is type in the customer account name and ZIP code.
    If the customer has an account rep I'd like it to spit out his name.
    If not I'd like it to use the ZIP code to spit out the name of someone
    that handles that area. Any chance this tool will do this for me?
    Secondly what came of this proposal? Where is this tool? This note was
    written in February.
    
    I would really like to help people follow up on some solid leads we
    have (some of them could be $100,000 a shot) but I don't know how to
    pass them off. Any help would be most appreciated.
    
    Thanks,
    
    Dave
    

There is something the sales people use called ACCESS that, I believe, is on
the Corporate VTX library (it is a menu selection when we log into our mail
accounts).  ACCESS has a module to locate Account Managers if you have the
customer name or customer number.

Give me a call if you can't find it and I'll see if I can help you.

brian landrigan
221-5619

    Re .14
    
    Actually somebody got back to me offline and pointed me at:
    
    VTX ACCESS_US
    
    This database (referred to earlier in the notesstring) is back in
    business again.
    
    Dave