iseeit opportunity manager on salesforce.com
TRANSCRIPT
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Opportunity Manageron Salesforce.com
#1 for B2B Complex Sales
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Sales Managers Daily Challenges Opportunity Qualification issues
Forecast accuracy Slipping deals Deal value implosion by end of sales cycle Torturing lengthy forecast calls
Lack of visibility in SF Inaccurate data in Salesforce No aggregated qualification No insights into activity
Sales support resources maxed out Technical, legal finance etc… Less adoption rate: Sales methodology & CRM New sales people – high training efforts
Close more deals
Resource Mgmt
Qualification
Visibility
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The Solution for Complex B2B Sales
#1 Visual Opportunity Management
Sales Methodology Sales Qualification Deal Sheet Playbook Close Plan
#1 CRM Contact Management Reporting Integration
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iSEEit Opportunity Management embedded on SF.com
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Native Salesforce App
Salesforce Security Native Salesforce Data Embedded to native UI New look and feel Additional functionality based on
custom objects
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Built in Checklists
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Digitize your Opportunity Management Visualize your Sales Process 100% configurable Sales Process Define Qualification items and
milestones Build Checklists Get notification on “must haves” Collaborate with Sales Team Share information
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Qualifiers in Salesforce Forecast
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Visibility for Sales Managers Aggregated view of qualifiers Traffic light warning system Included in all reports and forecast
views Report on items such as
Activity Forecast Accuracy Pending Events such as EB meetings, POCs.. Warning on Gates Reference Clients
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Tutorial
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Built-In Tutorial
Coach your sales people in the field Rate content and feedback to provider Qualification Questions to ask client „out of the box“ MEDDIC tutorial 100% customizable
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Close Plan
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Manage Activities on Opportunity Level Easy track To-Do’s and Meetings Delegate Tasks Plan Activities around Milestones Attach Files and Information Share with Account Team and
Management
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Sample Dashboard
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Leading Indicators Reports Meetings per week /User /Account New Business Meetings / Quarter Visible Opportunities ( over 250k) in
Quarter Number of POC (planned, scheduled,
Done) Forecast deals - Commit, Best Case
Reference Clients Lost report