SCOTSMAN® Commitment Manager for Microsoft Dynamics CRM

SCOTSMAN® Commitment Manager works alongside your existing Opportunity metrics.

Add quality measures about the sale to make informed decisions by using SCOTSMAN® and Commitment Based Selling

Make informed decisions

SCOTSMAN® Commitment Manager adds KPI fields to the opportunity record, working alongside your existing data.

This allows Salespeople and Managers to easily identify strong opportunities and those which may cause concern.

If the problems can't be overcome, qualify out quickly to avoid wasting time and use it on those that can be won.

Click for full image

Continual Qualification

Qualification is not just a one-off task. In complex sales things can change at any stage of the sale.

Regular SCOTSMAN® reviews provide a simple and effective way to capture the current status.

The questions help new and experienced sales people to think about the prospect's view.

Take Action

There's no point hiding away from problems. Where SCOTSMAN® has identified work needed, actions are recorded.

If answers are needed, plan when and what to ask of whom.

If there are potential deal killers, what must happen to progress the sale?

Click for full image

Click for full image

Plan ahead

As they say - "Failing to plan is planning to fail".

Actions help build up a list of events needed.

As dates are allocated, Events are created against the opportunity.

Make friends with the right people

Understanding who we do and don’t know and we don't is critical to winning the politics of a sale.

Track the Decision Makers, Recommenders and Influencers

Link or create Contact records against the Roles