from lead to cash demo

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CONFIDENTIAL Copyright © SpringCM All Rights Reserved. 1 Accelerate Lead-to-Cash Karry Kleeman, Chief Revenue Officer, SpringCM May 17, 2016

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Page 1: From Lead to Cash Demo

CONFIDENTIAL Copyright © SpringCM All Rights Reserved.

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Accelerate Lead-to-Cash Karry Kleeman, Chief Revenue Officer, SpringCM

May 17, 2016

Page 2: From Lead to Cash Demo

CONFIDENTIAL Copyright © SpringCM All Rights Reserved.

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We have a complexity problem.

Page 3: From Lead to Cash Demo

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Business Insider “What Microsoft, Oracle, IBM, And SAP Don't Tell Customers,” Nov. 19, 2011

“Microsoft, Oracle, IBM and SAP - have hidden motives

that customers need to understand, otherwise they might

be pushed into buying other products and services that

don’t fit their needs.”

Page 4: From Lead to Cash Demo

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?

Page 5: From Lead to Cash Demo

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•  Acquired 10 companies

•  Needed to bring all these new businesses onto the same platform

•  Decided to get everyone on to Salesforce

Page 7: From Lead to Cash Demo

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DYNAMIC SALES CONTENT QUOTE SEND QUOTE ESTIMATOR

QUOTE CONTRACT / MSA / SOW

INVOICE PAYMENT COMMISIONS

CENTRAL REPOSITORY

Project Unite: Salesforce Partner Ecosystem Teaming

LEAD-TO-CASH

Page 8: From Lead to Cash Demo

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LEAD – TO – CASH DELIVERY TRAINING

Page 9: From Lead to Cash Demo

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Let’s see this in action…

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Thank you.