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Report: Mgmt: Weekly Summary
 
 

 

Report Snippets
Completed By User - Summary Stats (Last Week) ^- Top
Users: JAMES,BRIAN,JERRY,TOM,RANDALL
 AppointmentPhone CallTo-doEmail OtherEmail SentOtherNext actionTotal
BRIAN-- 52 3 -- 31 1 -- 87
RANDALL4 57 -- -- 26 16 2 105
JAMES15 23 -- 2 91 1 -- 132
TOM7 -- -- -- 5 -- -- 12
JERRY-- 52 -- -- 32 5 -- 89
[TOTALS]26 184 3 2 185 23 2 425
 
Detailed User Completed Activity Stats:
JAMES
Trends:
Activities --> Results:
Appointments- On Site (APT)  
--> 1: 'Customer Promised Action' (CPA)
--> 1: 'Completed Customer Action' (CCA)
--> 1: 'Ordered' (ORD)
--> 6: 'Quoted' (QOT)
--> 2: 'Mailed Flier or Intro Packet' (PKT)
Initial Tele Sales (SAL)  
--> 1: 'Quoted' (QOT)
--> 2: 'Mailed Flier or Intro Packet' (PKT)
Initial Sales Call (SLC)  
--> 3: 'Quoted' (QOT)
--> 2: 'Mailed Flier or Intro Packet' (PKT)
([NULL])  
--> 1: '' (LOG)
--> 72: '' ([NULL])
Customer Sevice Followup (CSF)  
--> 1: 'Customer Requested Action' (CRA)
Sales Follow Up Call (SFU)  
--> 2: 'Completed Customer Action' (CCA)
--> 4: 'Schedule Follow Up Call' (SFC)
--> 1: 'Ordered' (ORD)
--> 4: ' Mailed-Faxed-E-mailed Info.' (DEL)
--> 4: 'Customer Requested Action' (CRA)
--> 11: 'Quoted' (QOT)
--> 9: 'Customer Promised Action' (CPA)
--> 4: 'Mailed Flier or Intro Packet' (PKT)
Activity/Communication Type:
BRIAN
Trends:
Activities --> Results:
Initial Tele Sales (SAL)  
--> 2: 'Customer Requested Action' (CRA)
([NULL])  
--> 1: '' (LOG)
--> 22: '' ([NULL])
Sales Follow Up Call (SFU)  
--> 4: 'Customer Promised Action' (CPA)
--> 43: 'Schedule Follow Up Call' (SFC)
--> 1: 'Ordered' (ORD)
--> 3: 'Customer Requested Action' (CRA)
--> 6: ' Mailed-Faxed-E-mailed Info.' (DEL)
--> 5: 'Quoted' (QOT)
Activity/Communication Type:
JERRY
Trends:
Activities --> Results:
Initial Tele Sales (SAL)  
--> 1: 'Customer Requested Action' (CRA)
Inactivity Call (INA)  
--> 2: 'Customer Promised Action' (CPA)
--> 1: 'Out of Business' (OOB)
--> 11: 'Schedule Follow Up Call' (SFC)
--> 2: 'Ordered' (ORD)
([NULL])  
--> 5: '' (LOG)
--> 19: '' ([NULL])
Return Request (RA#)  
--> 1: 'Return Authorization Denied' (RAD)
--> 3: '' ([NULL])
Customer Sevice Followup (CSF)  
--> 1: 'Ordered' (ORD)
--> 2: 'Customer Requested Action' (CRA)
Sales Follow Up Call (SFU)  
--> 3: 'Customer Promised Action' (CPA)
--> 3: 'Completed Customer Action' (CCA)
--> 11: 'Schedule Follow Up Call' (SFC)
--> 4: 'Customer Requested Action' (CRA)
--> 12: ' Mailed-Faxed-E-mailed Info.' (DEL)
--> 3: 'Ordered' (ORD)
--> 5: 'Quoted' (QOT)
Activity/Communication Type:
TOM
Trends:
Activities --> Results:
Initial Sales Call (SLC)  
--> 2: 'Customer Requested Action' (CRA)
--> 4: 'Mailed Flier or Intro Packet' (PKT)
([NULL])  
--> 6: '' ([NULL])
Activity/Communication Type:
RANDALL
Trends:
Activities --> Results:
Appointments- On Site (APT)  
--> 2: 'Completed Customer Action' (CCA)
--> 2: 'Customer Requested Action' (CRA)
Collection Call (COL)  
--> 1: 'Completed Customer Action' (CCA)
--> 2: 'Schedule Follow Up Call' (SFC)
Initial Tele Sales (SAL)  
--> 2: 'Schedule Follow Up Call' (SFC)
--> 2: 'Ordered' (ORD)
--> 1: 'Customer Requested Action' (CRA)
Inactivity Call (INA)  
--> 1: 'Completed Customer Action' (CCA)
Sales Follow Up Call (SFU)  
--> 2: 'Appointment Scheduled' (SAP)
--> 4: 'Completed Customer Action' (CCA)
--> 26: 'Schedule Follow Up Call' (SFC)
--> 6: ' Mailed-Faxed-E-mailed Info.' (DEL)
--> 8: 'Ordered' (ORD)
--> 8: 'Customer Requested Action' (CRA)
--> 2: 'Not Interested' (NOT)
--> 5: 'Quoted' (QOT)
--> 2: '' ([NULL])
Customer Complaint (CCP)  
--> 1: 'Resolved Customer Issue' (RCI)
--> 1: 'Schedule Follow Up Call' (SFC)
--> 1: 'Customer Requested Action' (CRA)
([NULL])  
--> 6: '' (LOG)
--> 18: '' ([NULL])
Customer Sevice Followup (CSF)  
--> 1: 'Completed' (DON)
Mail Statement (MST)  
--> 1: 'Completed' (DON)
Activity/Communication Type:

Month-To-Date vs Last Month (Last Month) ^- Top
Users: ALL

WARNING! You're projected to fall short of Last Month's sales. Projected sales for this month: $373,273.87 (vs LM: $402,949.42)

Neglected Propects
- Based On No Activity of the Following Types: Calls, Appts, Sent Emails (In Prior 10 Days)		 ^- Top
Users: JERRY,BRIAN,TOM,RANDALL
User:Total Clients:No Recent Contact:
BRIAN:139989.42% (1251)
RANDALL:146788.27% (1295)
JERRY:41576.86% (319)
TOM:43677.29% (337)


Result Code Summary - Calls (Last Week) ^- Top
Users: DAVE,THOMAS,KARIN,MATTHEW,HELEN,NANCY,JUANITA,JULIE
Users
Group:DAVETHOMASKARINMATTHEWHELEN
# D2 (0.7%)--------
COR1 (0.3%)--------
DRO--------2 (3.5%)
EMA5 (1.7%)------1 (1.7%)
FAX14 (4.9%)--------
FU--1 (1.5%)------
HAP5 (1.7%)2 (3.1%)----2 (3.5%)
INP43 (15.1%)3 (4.7%)------
LM29 (10.2%)17 (26.9%)3 (6.9%)--6 (10.5%)
LND----2 (4.6%)----
MAI10 (3.5%)--------
MET--------2 (3.5%)
NA68 (24.0%)15 (23.8%)----10 (17.5%)
NI5 (1.7%)------1 (1.7%)
NO28 (9.8%)1 (1.5%)------
OBT--------5 (8.7%)
ORD10 (3.5%)--1 (2.3%)----
PRI1 (0.3%)--1 (2.3%)----
QFY----------
SA--5 (7.9%)1 (2.3%)----
SE--5 (7.9%)9 (20.9%)--1 (1.7%)
SEN----------
SPK60 (21.2%)10 (15.8%)13 (30.2%)--23 (40.3%)
VIS--1 (1.5%)2 (4.6%)--2 (3.5%)
[NULL]2 (0.7%)3 (4.7%)11 (25.5%)66 (100.0%)2 (3.5%)
Users
Group:NANCYJUANITAJULIEallusers
# D------2 (0.2%)n/a
COR------1 (0.1%)n/a
DRO------2 (0.2%)n/a
EMA--2 (1.3%)--8 (1.0%)n/a
FAX------14 (1.9%)n/a
FU--9 (5.9%)--10 (1.3%)n/a
HAP--2 (1.3%)--11 (1.5%)n/a
INP--3 (1.9%)--49 (6.6%)n/a
LM--20 (13.1%)--75 (10.2%)n/a
LND--1 (0.6%)--3 (0.4%)n/a
MAI------10 (1.3%)n/a
MET--1 (0.6%)--3 (0.4%)n/a
NA--1 (0.6%)--94 (12.8%)n/a
NI--4 (2.6%)--10 (1.3%)n/a
NO------29 (3.9%)n/a
OBT------5 (0.6%)n/a
ORD--1 (0.6%)--12 (1.6%)n/a
PRI------2 (0.2%)n/a
QFY--2 (1.3%)--2 (0.2%)n/a
SA--1 (0.6%)--7 (0.9%)n/a
SE--4 (2.6%)--19 (2.5%)n/a
SEN--7 (4.6%)--7 (0.9%)n/a
SPK--42 (27.6%)--148 (20.2%)n/a
VIS--1 (0.6%)--6 (0.8%)n/a
[NULL]68 (100.0%)51 (33.5%)--203 (27.7%)n/a

Result Code Summary - Appointments (Last Week) ^- Top
Users: DAVE,THOMAS,KARIN,MATTHEW,HELEN,NANCY,JUANITA,JULIE
Users
Group:DAVETHOMASKARINMATTHEWHELEN
COM--4 (80.0%)------
POS--1 (20.0%)------
SA------1 (25.0%)--
SLE----1 (25.0%)----
[NULL]----3 (75.0%)3 (75.0%)--
Users
Group:NANCYJUANITAJULIEallusers
COM--1 (33.3%)--5 (29.4%)n/a
POS------1 (5.8%)n/a
SA--1 (33.3%)--2 (11.7%)n/a
SLE------1 (5.8%)n/a
[NULL]1 (100.0%)1 (33.3%)--8 (47.0%)n/a

Calendar By User (This Week (Mon-Sun)) ^- Top
Users: DAVE,THOMAS,KARIN,MATTHEW,HELEN,NANCY,JUANITA,JULIE
Date Time Actv Type Company Ref
DAVE
05/15/2007 08:00 AM Call Back BRT LABORATORIES (JUDY KAMINSKI) ORDER TO COMPARE QUOTE?
Notes: 5/1-GOT JUDY'S VM- HER VM- JUDY SAID NO REVIEW OF QUOTE BUT W/ WHEN READY TO PLACE ORDER. OK TO FU 2 WKS
05/15/2007 4:30 PM Call Back CHARM CITY RESEARCH (JANET) COLD CALL
Notes: 5/10-KATHY SAID JANET IS WORKING P/T NOW AND PROB WON'T BE BK IN TIL ONE DAY NEXT WK 5/14-RECEPT SAID NOT SURE WHAT DAY THIS WK JANET IS DUE IN-CB TUES-
05/16/2007 07:00 AM Call Back CASE MASON FILLING INC (RON YOUNG) COLD CALL RON W/ON VAC
Notes: 5/9-GOT CO VM- 5/10-MAN SAID RON YOUNG IS CONTACT AND HE ON VAC THIS WK.
05/16/2007 07:30 AM Call Back CARROLL INDEPENDENT FUEL CO. (RUTH SCHMIDT) COLD CALL
Notes: 5/9-DEBBIE SAID RUTH SCHMIDT RESPON FOR SUPPLIES 5/11-RUTH ON PH-I VERIFIED FAX W/FELICIA AND GOT RUTH'S EXT 5/14-GOT RUTH'S VM-
05/16/2007 08:00 AM Call Back PEOPLE ENCOURAGING PEOPLE (ALLENE MCCANN) PENETRATE
05/16/2007 08:30 AM Call Back SOIL SAFE INC (AMBER/ROBERTA) WHEN AMBER DUE BK?
05/16/2007 09:00 AM Call Back LEWIS ADVERTISING (MARILYN DICKMAN) SEE IF ORDERING
05/16/2007 09:30 AM Call Back FISHER & WINNER (CHRISTINA) REV/COMPARE FROM QUOTE?
05/16/2007 10:00 AM Call Back THOMPSON KIA (RON) STAMPS FURN
05/16/2007 10:30 AM Call Back BUCK WEAR (JUDY QUEVEDO) HAD TO ORDER YET TO COMPARE QUOTE?
05/16/2007 11:00 AM Call Back ATMEL (TOOTIE GEORGE) REMIND M/T'S STAMPS JAN/SAN/BRKRM
05/15/2007 08:30 AM Call Back BULL,GW & ASSOCS (EVIE) FAX BK CKLISTS OR INVS?
Notes: 5/8-EVIE SAID HAS CKLISTS ON DESK BUT NO TIME YET. REMINDED NOT TO TAKE ALOT OF TIME. OK TO FU NEXT WK
05/16/2007 11:30 AM Call Back CHESAPEAKE CONFERENCE (JENNIFER STEFAN) #PEO ANYONE ELSE? W/ON VAC
Notes: 5/9-RECEPT SAID JENNIFER ON VAC THIS WK-
05/16/2007 12:00 PM Call Back CHARLES & BLACKSTONE (CAROL) COLD CALL
Notes: 5/14-THE RECEPT W/NOT GIVE CONTACT AND WANTED MY NAME AND . I ASKED WHO W/BE RETURNING MY CALL-SHE SAID CAROL
05/16/2007 3:30 PM Call Back ROBERTS-NORRIS CONSTRUCTION (CONNIE) #PEO WHO BEEN USING?
Notes: 4/20-I ASKED FOR CONNIE-THAT IS WHO STELLA HAD ON THE ORDER-HE SAID NO CONNIE-GIRL'S NAME IS CLAUDIA BUT SHE UNAVAIL. ASKED WHAT IN RE TO-TOLD HIM WANTED TO THANK HER FOR THE ORDER SHE PLACED. HE SAID APPRECIATED OUR SERVICE. HIS NAME IS JACK NORRIS. I W/C AGAIN FOR CLAUDIA AND FIND OUT PEO, AND WHO HAD BEEN USING.
05/16/2007 4:00 PM Call Back PLANO-COUDON LLC (BRYNNE) FAX BK CKLISTS OR DOURON INVS?
05/16/2007 5:00 PM Call Back DALIAH SALAHUDDIN DR (HEIDI) COLD CALL
Notes: 5/14-GOT CO VM-
05/17/2007 07:00 AM Call Back CHASON SERVICE ENGINEERS INC (CHASON SERVICE ENGINEERS INC) COLD CALL
05/17/2007 07:30 AM Call Back CHESAPEAKE BAGEL CO (CHESAPEAKE BAGEL CO) COLD CALL
05/17/2007 08:00 AM Call Back BROADVIEW APTS (BETTY) FAX BK ITEMS/INVS?
Notes: 5/9-BETTY SAID HOPES TO HAVE CKLISTS TO ME BY FRI. IS STILL INTERESTED. THEY HAVE HAD SOME MAJOR PROBS W/CONST THERE AND SHE HAS BEEN SWAMPED. ASKED ME TO FORGIVE HER
05/17/2007 08:30 AM Call Back ST. ELIZABETH SCHOOL (LINDA JONES) ANY MORE DAMAGED ITEMS? SEE LAST NOTES
05/17/2007 09:00 AM Call Back CHASE BREXTON HEALTH SERVICES (PHYLLIS) FAX BK ITEMS/INVS?
05/15/2007 09:00 AM Call Back RAPID RESPONSE (TYE/COLIN) FAX BK CKLISTS OR INVS?
05/17/2007 09:30 AM Call Back CHERRY HILL CONSTRUCTION (ROSEMARY BOWLING) COLD CALL
05/17/2007 10:00 AM Call Back CHESAPEAKE BAY REALTY (MARIA) COLD CALL
05/17/2007 10:30 AM Call Back CHAS SAMORODIN DR (CHAS SAMORODIN DR) COLD CALL
05/17/2007 11:00 AM Call Back BLUMBERG INSURANCE BROKERAGE (AMBER) FAX BK CKLISTS?
Notes: 4/24-AMBER OFF TIL THURS-4/27-RECEPT SAID AMBER ONLY WORKS ON THURS- 5/10-RECEPT SAID AMBER WORKS 10-1 ON THURS ONLY-
05/17/2007 11:30 AM Call Back COURTYARD-Boston DOWNTOWN (CHERYL PHILLIPS) COLD CALL
05/17/2007 12:00 PM Call Back CPS COMM PROD SVCS (CPS COMM PROD SVCS) COLD CALL
05/17/2007 12:00 PM Call Back C A LINDMAN INC (SELENE/KATHY) FU FAXED QUOTE
Notes: 5/14-SELENE SAID REC'D QUOTE BUT NO REV. HOPES TO TODAY OR TUES. OK TO FU THURS-
05/17/2007 3:15 PM Call Back A & R DEVELOPMENT (LAKINDRA HOPEWELL) HOW MUCH COPY NOW? LIST OF TONERS?
Notes: 5/14-LAKINDRA SAID W/FAX TONERS/COPY OVER TODAY-
05/18/2007 08:00 AM Call Back LEVITT BEACH LAW OFFICE (VAL/RACHEL) PENETRATE
05/18/2007 08:30 AM Call Back FREEDOM SERVICES (EMILY/KAREN) SEE IF ORDERING
05/15/2007 09:30 AM Call Back CENTRAL CREDIT UNION OF MD (BREA ABEL) COLD CALL
Notes: 5/14-RECEPT GAVE ME CONTACT-
05/18/2007 09:00 AM Call Back NEW HORIZONS DIAGNOSTICS (KAREN BAILEY-YOUNG) MOVING/REMODELING?
05/18/2007 09:30 AM Call Back THOMPSON SUZUKI (BETTY CHANDLER) MAKE SURE ORDERING
05/18/2007 10:00 AM Call Back PREMIER FINANCIAL FUNDING INC (WALT ALTON) FAX BK CKLISTS OR INVS?
05/18/2007 10:30 AM Call Back CCCS OF MD & DELAWARE (STU BLOOM) REC CKLISTS? RET CKLISTS? WHO USING?#PEO?
Notes: 5/9-RECEPT GAVE ME CONTACT AND VERIFIED ADDRESS 5/10-RECEPT SAID HE DID NOT PU- 5/11-PATRICIA SAID STU GONE FOR DAY. I LEFT HIM VM SAYING W/FAXING CKLISTS AND ASKING FOR OPPOR. I GOT WEBSITE ADDRESS WHILE HOLDING FOR HIS EMAIL.
05/18/2007 11:00 AM Call Back CARRETT & COMPANY (BUD MCMANUS) FAX BK CKLISTS OR INVS?
05/18/2007 11:30 AM Call Back CHESAPEAKE FINISHED METALS (TRACY SHANKLIN) FAX BK ITEMS/INVS?
05/18/2007 12:00 PM Call Back DALNEKOFF & MASON P.A. (CECILA) COLD CALL
05/18/2007 12:30 PM Call Back DAN MAR MFG CO (SANDY) COLD CALL
05/18/2007 1:00 PM Call Back DAN RAINVILLE & ASSOC (DEBBIE) COLD CALL
05/18/2007 1:30 PM Call Back DAMAR GROUP (Dave Murphy) COLD CALL
05/15/2007 10:00 AM Call Back ATLANTIC CHEMDRY (LAKESHIA) FAXED QUOTE
05/18/2007 2:00 PM Call Back DANIEL BALL & ASSOC (JOY) COLD CALL
05/18/2007 2:30 PM Call Back BELTS DISTRIBUTING (NATALIE PAYNE) READY TO PLACE 1ST ORDER YET?
05/15/2007 10:30 AM Call Back SEIGEL TULLY FURRER (SHERRY DOENGES/ERIC) PENETRATE
Notes: 5/10-RECEPT SAID SHERRY DUE IN AFTER 9:30- RECEPT SAID SHE FORGOT SHERRY IN COURT THIS MORN-CB AFTER LUNCH RECEPT SAID SHERRY AT LUNCH CB AFTER 3- 5/11-RECEPT SAID SHERRY ON VAC TO BE BK NEXT WK-SAID I W/C BK TUES
05/15/2007 11:00 AM Call Back CENTENNIAL MEDICAL GROUP (VICTORIA BROWN) COLD CALL
Notes: 5/14-I W/IN THE MIDDLE OF LISTENING TO A LONG LIST OF OPTIONS AND PHS CUT OFF. CLD BK 3 TIMES-LINES BUSY. I DID HEAR THEY HAVE AT LEAST 9 DRS AND THEIR STAFF. I CLD BK 3 ADD TIMES AND GOT VM'S FOR KATHY JESSICA X114 DIANE. I W/TRY AGAIN FOR JESSICA TO GET CONTACT ASHLEY SAID VICTORIA BROWN IS CONTACT AND GAVE ME FAX -I W/C BK
05/15/2007 12:30 PM Call Back CEP TOR CORP (MARY BRINKER) COLD CALL
Notes: 5/14-LINES BUSY-
05/15/2007 4:00 PM Call Back CHARLES EMERGENCY PHYSICIANS (NANCY GERNER) COLD CALL
Notes: 5/14-LINES BUSY(NO LISTED IN PH BK)
THOMAS
05/14/2007 Call Back BMW OF TOWSON (MARK COHEN) ORDERED
Notes: 4/23 REVIEW QUOTE WITH MELISSA AND MAYBE JOHN ALSO. ASK FOR FIRST ORDER.4/23 I MEET WITH MELISSA AND SHE SAW THAT ALL WAS GOOD WITH PRICE. sHE WILL GIVE TO JOHN AND GO FROM THERE.4/25 I CALLED MELISSA AND SHE TOLD ME THAT JOHN HAD THE STUFF BUT HAD NOT MADE A DECISION. SHE HAD TO PLACE AN ORDER WITH STAPLES YESTERDAY. I WILL E-MAIL HER OR JOHN.5/7 Melissa tried to get a hold of John and shw came to to tell me that John is not going to change so I would like to contact Mark Cohen the owner to see what he thinks.
05/14/2007 Call Back BOPAT ELECTRIC COMPANY (DONNA YONKER) FU 1ST ORDER
Notes: 4/13 I STOPPED OUT AND TALKED WITH DONNA AND JOAN AND GOT THEIR INVOICES. THEY WERE VERY RECEPTIVE AND REMEMBERED ME AND ADP.4/19 I CALLED DONNA BUT TODAY IS NOT A GOOD DAY TO STOP OUT BECUASE HER COMPUTER CRASHED. I TOLD HER THAT I WOULD CALL HER TOMORROW AND MAYBE STOP OUT THEN.4/24 SHE WAS GLAD TO RECEIVE THE QUOTE AN WILL BE ORDERING IN A WEEK OR SO. I WILL F/U UNTIL 1ST ORDER IS PLACED.5/7 ist order was placed on Friday the 4th, yeah...Stop out to drop welcome kit. Joan answered and Donna is on vacation till next week so call on Monday to see when is good to stop out.
05/14/2007 Call Back ACER EXHIBITS & EVENTS (KATHLEEN KING) Set Appointment
Notes: 5/10 SPOKE WITH MOLLY AND SHE TOLD ME THAT KATHLEEN IS MY CONTAQCT SO I WILL CALL HER TOMORROW.5/11 LVM AND SENT EMAIL
05/14/2007 Call Back NEMETSCHEK NORTH AMERICA (SUSAN FIDEL) Set Appointment
Notes: 4/13 KELLY AT THE FRONT DESK TOLD ME THAT SUSAN IS THE ONE BUT THAT SHE JUST MAKE A CHANGE AND IS HAPPY. KELLY DID NOT KNOW WHO THEY ARE USING. I WILL FOLLOW UP WITH SUSAN.
05/14/2007 Call Back INFORMS (MARIA STAAB) FU QUOTE
Notes: 3/21 Maria's vm came on so I will sent an e-mail.3/23 HER VOICE MAIL CAME ON AGAIN SO I LEFT A VM. SHE WORKS 11-7.4/2 Her vm came on again so I am sending another e-mail.5/9 TELEPHONE TAG
05/14/2007 Call Back UNITED SOURCE ONE (TERRI VANDERZCE) Set Appointment
Notes: 5/10 MET MICHAEL THE OWNER AND MARCIA THE EXPORT COORDINATOR TOLD ME TO CONTACT TERRI SINCE SHE IS THE ONE THAT HANDLES SUPPLIES. TERRI IS ON VACATION TILL MONDAY SO I WILL CALL MONDAY.
05/14/2007 Call Back iSKY (CHERYL BRADLEY) FAX BK ITEMS/INVS?
Notes: 4/25 I SPOKE WITH CHERYL AND SHE NEEDS SOMETHINF FOR TRADE SHOWS SO SHE WILL E-MAIL ME TOMORROW. PLUS SHE IS WAITING TO GET THE APPROVAL FOR IRON MOUNTAIN SO THAT SHE CAN ORDER BOXES. I AM SENDING HER OUR SALE CATALOGS FOR HER REFERENCE.4/25 ASK HER IF SHE NEEDS THE PIPE AND ... FOR THE TRADE SHOWS.4/26 I SPOKE WITH CHERYL AND SHE SAID THAT SUPPLIES IS NOT A PRIORITY THIS WEEK BUT NEXT WEEK. SHE WANTS TO GET A PROCESS IN PLACE FOR ORDERING AND ALSO COMPARE STAPLES WITH US. I AM SENDING HER OUR SERVICE FLYER AND A LETTER EXPLAINING HOW WE WORK.5/7 SPOKE TO CHERYL AND SHE IS STILL IN THE PROCESS OF FIGURING OUT HOW TO GET A HANDLE ON THIS. I TOLD HER TO FAX TO ME INVOICES AND THEN WE CAN GO FROM THERE.
05/14/2007 Call Back PARRIS CASTORO (KAREN WALKER) MY INTRO
Notes: 3/16 LVM4/26 SHE WAS GONE FOR THE DAY AND RECEP DID NOT KNOW HER EMAIL ADDRESS.5/9/07 VM PICKED UP.5/10 VM CAME ON SO I HIT ZERO FOR THE OPERATOR. THEN THEY PUT ME INTO VM SO I LEFT A VM
05/14/2007 Call Back MCCORMICK AND COMPANY (TODD EVANS) MY INTRO
Notes: 3/28 CALLED FOR TODD LAST WEEK AND AGAIN THIS WEEK ALONG WITH AN E-MAIL SO I WILL HAVE FRED CHECK AND SEE WHEN IS BEST FOR ME TO CONTACT HIM AS HE MUST BE BUSY.
05/14/2007 Call Back ADVANCED PROGRAMS, INC. (NANCY MCQUIDE) Set Appointment
Notes: 4/13 MARK FIGLEY WAS NOT AVAILABLE BUT JEAN SMITH AT THE FRONT DESK TOLD ME THAT MY OTHER CONTACT THAT I NEW FROM BEFORE, NANCY QUIDE, WOULD BE THE ONE FOR SUPPLIES. SHE WAS NOT AVAILABLE SO I LEFT PEN AND CARD WITH JEAN. I WILL FOLLOW UP ON MONDAY.4/25 I HAVE CALLED NUMEROUS TIMES AND HER VOICE MAIL COMES ON. TODAY I LEFT ANOTHER MESSAGE AND I SENT AN E-MAIL.5/11 NOT AVAILABLE SO I WILL CALL ON MONDAY
05/14/2007 Call Back CENTRIC BUSINESS SYSTEMS (LORALEE SANDERSON) Set Appointment
Notes: 4/23 I STOPPED OUT AND FOUND OUT THAT THEY USED TO BE MY CLIENT CALLED COPYWORLD OF Boston WHEN I WAS WITH ADP. I WILL CALL FOR A CONTACT THAT I HAVE THERE NAMED LORALEE.4/24 I VOICE MAILED LORALEA AND SHE RESPONED BY EMAIL ASKING FOR WHAT WE DO SO THAT SHE CAN SEND ME TO THE CORRECT PERSON IN THE COMPANY. YEAH...5/7 Still chasing for the correct contact.5/10 sent an e-mail since she never picks up her phone.
05/14/2007 Call Back SIMONE REAL ESTATE (MICHAEL REJMANIAK) FAX BK ITEMS/INVS?
Notes: 3/30 MICHAEL AND I MET AND HE WILL GET ME INTO SIMONE AND HE WILL THINK OF ME WITH HIS CLIENTS.5/7 I spoke with Mike and he will get to me some of the items to be prices. He will send it by e-mail.
05/14/2007 10:00 AM Appointment DR. PASCALE DUROSEAU (SHELIS GREEN) Meet & Qualify
Notes: 5/11 I SPOKE WITH SHEILA AND APPT. SET FOR 5/14-MONDAY AT 10 AM.
05/14/2007 1:30 PM Appointment MARITIME APPLIED PHYSICS CORP. (AVONETTE BLANDING) QUOTE
Notes: 5/7 I SPOKE WITH AVONETTE AND SET APPT. 5/14 AT 1:30 PM. SHE WILL FAX INVOICES SO THAT OUR FIRST MEETING WE CAN REVIEW IT.
05/15/2007 Call Back ULTIMATE RENAL CARE (NIGEL JAMIESON) FAX BK ITEMS/INVS?
Notes: 4/18 I PLACED AN ORDER FOR NIGEL FOR THE STORAGE BOXES AND I ASKED TO QUOTE ON THE OTHER ITEMS IN THE OFFICE.4/19 I JUST SPOKE TO NIGEL AND THE DELIVERY WAS MADE WITH M&M'S AND HE SAW THE E-MAIL BUT WILL RESPOND AT A LATER TIME.
05/15/2007 Call Back DP SOLUTIONS (BRIAN USHER) Set Appointment
Notes: 4/13 DONNA AT THE FRONT DESK TOLD ME THAT BRIAN WAS NOT IN SO I LEFT A PEN AND MY CARD. I WILL CONTACT HIM TO SET APPT.
05/15/2007 Call Back MHAYES (CINDY HEDRICKS) Set Appointment
Notes: 3/20-BE ON THE LOOKOUT FOR THE FAX FROM DEBBIE. IF NOT THEN CALL HER. ALSO SHE TOLD ME THAT GARY HER BOSS WOULD BE THE ONE TO APPROVE ANY CHANGES TO SUPPLIER.5/9 TELEPHONE TAG5/11 LVM AND SENT CINDY AN EMAIL
05/15/2007 11:00 AM Appointment NIERMANN WEEKS CO INC (MYRA MACON) QUOTE
Notes: 5/7 I SPOKE WITH MYRA THE NEW OFFICE MANAGER AND SHE IS WILLING TO HEAR HOW WE CAN SAVE THEM MONEY. ALSO I TOLD HER THAT WE CAN QUOTE ON THE BROCHURES ETC.5/8 MEETING WENT WELL. I MEET K. FAKUNLE THE PRUCHASING PERSON BUT MYRA DOES THE SUPPLIES. SHE GAVE ME ORDER COPIES WITHOUT PRICES AND IT SEEMS LIKE SHE WILL ORDER FROM US. I HAVE PENNY WORKING UP PRICES.5/9 APPT. SET FOR FRIDAY 5/11 AT 11.
05/16/2007 Call Back APERSTEIN & STELMACK (ALICE ALPERSTEIN) FAX BK ITEMS/INVS?
Notes: 5/2 MET BRIEFLY WITH ALICE AS THEY HAD JUST GOTTEN BACK FROM VACATION BUT SHE WANTED ME TO PRICE CARTRIDGES AND PAPER SO I CALLED PENNY ON THE SPOT. SHE COMMENTED TO FOOLOW UP NEXT THIURSDAY OR FRIDAY BUT THAT SHE MAY CALL ME BEFORE TO ORDER PAPER.I WILL FOLLOW UP ON THURSDAY TO GET INVOICES TO PRICE.5/10 I spoke with alice and she wants me to follow up with her next week.
05/16/2007 Call Back NORTHERN PHARMACY & MEDICAL (BARBARA FARMER) Set Appointment
Notes: 4/16 PER MY FRIEND MINDY WHOSE FATHER OWNS THE PHARMACY I AM TO CALL BARBARA AND TELL HER WHO I AM AND TRY TO GET THE BUSINESS.4/26 LVM FOR BARBARA
05/16/2007 Call Back VET CENTER (TYRONE BOND) NEED TO ORDER?
Notes: 5/10 spoke with tyrone and he does not need anything but he wants me to call him next week.
05/16/2007 Call Back MARYLAND DEPARTMENT OF THE ENVIRONMENT (MIKE GALLAGHER) Sent e mail