may 2013 umberto milletti, ceo @umberto accelerating revenue with crm intelligence™

May 2013

Umberto Milletti, CEO@umberto

Accelerating Revenuewith CRM Intelligence™

InsideView Is CRM Intelligence

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A Blockbuster Year for InsideView

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1,300New Companies

12,000+New Paid Users

98%Customer Retention Top Tier Partners

A Blockbuster Year For Our Customers

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+22%Increase in Lead Conversion

A Blockbuster Year For Our Customers

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+12%Increase in Win Rate

A Blockbuster Year For Our Customers

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+33%Increase in Average Deal Size

A Blockbuster Year For Our Customers

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58%Increase in Lead Conversion

A Blockbuster Year For Our Customers

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17%Increase in Win Rate

A Blockbuster Year For Our Customers

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54%Increase in ASP

Enterprises Rely on InsideView to Win

Technology FinancialServices Non-Profit Information &

ConsultingTransportation Retail

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[There is] immense turmoil in all aspects of customer interaction and revenue generation… We believe we are at the dawn of a new era for generating revenue.

“ ”

Sept. 2012

Big Changes in the B2B Buying Process

B2B Companies Are Facing a “Perfect Storm” of Challenges…

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…and Current CRM Automation Isn’t Enough

Buyers Are Driving the Process

Email Response Rates Have Collapsed Inbound Leads

Lack Required Information

Cold Calling Is Dead

Information Overload… It’s Needed

But Unmanageable

2005

Evolution of CRM: Sales Force Automation

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Sales WorkflowSCALE & EFFICIENCY

SALES AUTOMATION

Evolution of CRM: Marketing Automation

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MARKETING2008

Marketing WorkflowSCALE & EFFICIENCY

SALES AUTOMATION

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MARKETING

INTELLIGENCE TODAY

CRM Intelligence

SALES AUTOMATION

CRM Intelligence Accelerates Revenue

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Currently theLead Architect

DECISION MAKERS Worked with your current VP of Finance

RELATIONSHIPS

Big fan ofthe SF Giants

SOCIAL MEDIA

Business Unit of aCurrent Customer

CONNECTIONS

Closed $20mRecent Funding

BUSINESS EVENTS

Nick Thomson415.123.6789

nthomson@acmeco.com

InsideView CRM Intelligence

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CRMINTELLIGENCE

PLATFORM

Social

Media

Financial

CRM AutomationInsideViewfor Marketing

InsideViewfor Sales

InsideViewfor Account

Management

InsideView ForAccount Management

• Stay on Top of Account Changes • Watch News Affecting Accounts• Get Insights Into Business Events

InsideView for Sales• Native Integration with CRM

Systems• Get Relevant Insights About

Prospects• Connect with Decision

Makers

InsideView for Marketing• Add Quality Data, Insights and

Connections to Leads• Real-Time & Automatic • Data Quality & Consistency

CRM Intelligence

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CRMINTELLIGENCE

PLATFORM

IntroductionInsideView for Marketing

Challenge: Unqualified, Incomplete Leads

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Of Inbound Leads Lack the Minimum Information Required for Immediate Scoring and Routing

76%

nthomson@acmeco.com

Marketing Sherpa, 2013

?

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demo

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COST SAVINGIn Manual Qualification & Assignment

INCREASE IN CONVERSIONfrom Improved Web Form Conversion

RETURN ON INVESTMENTDramatic Revenue Impact

Find, Close, and Grow Customers

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50%+

11%+

39x=

CRM Intelligence – Across the Customer Lifecycle

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MARKETING

SALES

ACCOUNT MANAGEMNT

Campaignand Engage

Convertand Win

Retain and Grow

Account Management

Recomm

endClean

Sales

Enrich

Target

Customer Lifecycle Slide

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EVERYTHING HAS CHANGED Intelligence is Fundamental to Modern CRM

INSIDEVIEW IS CRM INTELLIGENCEEvery Stage of the Customer Lifecycle

ACCELERATE REVENUEFind, Close and Grow Accounts

Umberto Milletti, CEO@umberto