Sales Prospect Tracker Note:

- First Prospect must appear on line 13

- Do not leave any blank lines

Name:
Date:

# of # of New Oppty
Quad- Existing IBM Date of Date of Times Times # of Closed in
rant Account/LOB Name Prospect Name Prospect Title Phone # Interest Area Relationship Last Call Last Visit Callled Visited Proposals Deal Omnotes Next Steps
A1 THE GILLETTE CO/HQ Mr. Warren Stein, SVP of VP of Sales 914-232-8404 Knowledge Management Y - Client Rep 5/8/2003 5/5/2003 2 1 1 Yes No One Steps
A1 THE GILLETTE CO/HQ Mr. Peter Klein, SVP, Str VP of Sales 914-232-8404 Knowledge Management Y - SAM 5/2/2003 5/9/2003 3 1 0 No No Two Steps
A2 THE GILLETTE CO/Duracell Mr. Longley, VP of HR VP of Sales 914-232-8999 eLearning Y - Client Rep 5/7/2003 5/9/2003 2 1 0 No No Three Steps
A3 THE GILLETTE CO/Blades and Razors Ms. Nielson, VP of Mktg. Pres 914-232-8404 Collaboration N 5/12/2003 4/28/2003 3 2 1 No No Four Steps
B1 STARWOOD/HQ Mr. Jones, Business Devel VP of Sales 914-232-8404 Collaboration Y - Client Rep 5/5/2003 4/12/2003 1 2 1 Yes No Five Steps
B2 CVS CORPORATION Mr. James, CFO VP of Sales 914-232-8404 eLearning Y - IGS/BCS 5/7/2003 None 2 0 0 No Yes Six Steps
B3 LL BEAN INC Mr. Doors, VP of Sales VP of Sales 914-232-8404 Portal N 4/28/2003 5/5/2003 1 1 0 No No Seven Steps
B4 BJ WHOLESALE CLUB Ms. Forbes, VP of Marketi VP of Sales 914-232-8404 Knowledge Management N None None 0 0 0 Yes No Eight Steps
B5 Hannaford Mr. Snipes, CIO VP of Sales 914-232-8404 Messaging/Collaboration Y - SAM 5/6/2003 4/18/2003 1 1 1 No No Nine Steps
B6 BLUE CROSS & BLUE SHIELD OF MA Ms. Allendale, VP of Sales VP of Sales 914-232-8404 eLearning N 5/5/2003 None 1 0 0 No Yes Ten Steps
B7 LaheyLITC Clinic Mr. Smith, CIO VP of Mktg 914-232-8404 Portal N 5/12/2003 5/13/2003 2 2 1 Yes No Eleven Steps
C1 STARWOOD/HQ Ms. Shaw, VP Brand OperaVP of Sales 914-232-8404 Collaboration N 5/5/2003 4/12/2003 1 1 0 No No Twelve Steps
C2 THE GILLETTE CO/Braun Mr. Johnson, Dir. of MarketVP of Sales 914-232-8404 Portal N 5/1/2003 5/9/2003 3 2 1 No Yes Thirteen Steps
C3 STAPLES INC Ms. Anderson, VP of HR VP of Sales 914-232-8404 eLearning N 5/8/2003 5/12/2003 2 1 0 Yes No Fourteen Steps
D1 THE GILLETTE CO/Personal Care Mr. Hillside, CIO VP of Sales 914-232-8404 eLearning N 5/12/2003 None 1 0 0 No No Fifteen Steps
D2 THE TALBOTS INC Ms. Yarnwood, Corp. Comm VP of Sales 914-232-8404 Portal N 5/6/2003 None 1 0 0 No No Sixteen Steps
Sales Prospect Tracker Note:
- First Prospect must appear on line 13
- Do not leave any blank lines

Name:
Date:

# of # of New Oppty
Quad- Existing IBM Date of Date of Times Times # of Closed in
rant Account/LOB Name Prospect Name Prospect Title Phone # Interest Area Relationship Last Call Last Visit Callled Visited Proposals Deal Omnotes Next Steps