webinar june-4-15
TRANSCRIPT
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Webinar (June 4th): How New Visual Tools are Solving Key Sales Issues for SME Teams
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Background
•We have a lot of experience helping sales operations to deploy sales technology effectively
•We want to share some of that experience today with you…
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Backdrop for Webinar
•Sales people don’t see the value of capturing data – in this format
•Existing tools, while powerful, are visually poor.
4The Power of Visualising Data & Information is already well known
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Visual tools turn data into a snapshot of progress.
It brings the promise of a SINGLE VIEW much closer.
Company Contact Status Stage Product Subtotal Estimated Close Date Days Open
Chase Heating Ken Bryant Open Targets €12,000.00 31/12/2012 1125
Green Warmth Michelle Bromley Open Targets €12,000.00 06/03/2014 425
Northern Energy Solutions Stephen Wood Open Targets €30,000.00 06/03/2014 425
British Gas New Heating Ltd t/a Econergy, a British Gas Company Dave Gosling Open Targets €99,000.00 07/03/2014 424
Greenflame Installations Ltd. Philip McMahon Open Targets €.00 11/04/2014 389
Ecoexcel Ltd Charles Dearlove Open Targets €.00 11/04/2014 389
Solid Future Ltd Edward Lewis Open Targets €.00 11/04/2014 389
AD Heating Athol Duckett Closed - Lost Targets €15,000.00 16/05/2014 192
Amgen Renewables Peter Hughes Open Targets €15,000.00 16/05/2014 354
1 North Energy Ltd Lee Open Targets €5,400.00 16/05/2014 354
Alvesta Energy Ltd Caroline Welch Open Targets €5,400.00 16/05/2014 354
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Minimise Data Capture
Remove drudgery from sales chores.
Makes work easier
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And you can still get your traditional calendar views in Outlook / CRM.
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You get a bonus also: with an easy, visual tool, key data is updated more regularly.
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Visualising trumps traditional sales tools
Capture Less data.Get clearer feedback. Get feedback instantly. Keep score on your productivity. Save time!
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Do you still need traditional tools? Yes – for heavier lifting such a volume calling
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Visual tools can also translate activity & pipeline into Forecast (Money).
And track against Target.
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Notice Something: You start getting used to an easier & clearer way of working.
While working SMARTER
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Using smart tools, you can spread smart working across the company, very quickly.
It beats “preaching” best practice.
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When you visualise your Quotes, you instantly know where you stand.
X 30 in just one month or quarter
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Non-sales people who depend on knowing what’s happening to quotes, can depend more reliably on the forecast information.
Sales now works better with Ops & Production.
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Internal (Sales) Meetings
Get a better conversation about sales priorities.
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Payback – Usage!
The first thing you’ll notice is much wider and natural use of the visual tools.
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Payback – Faster Closes
Initially, you actually get a spike in Closes!
AEI Cables Cable Coating Europe UK Reseller May July 20000 50%
Canyon Europe (6 Units and Upgrades) Injection Moulding Europe N Ireland Reseller April July 40000 50%
Schneider Electric Profile extrusion Europe UK Reseller April June 11000 90%
Upgrades x 3 Blown Film Europe Sweden Direct + Rep April May 15000 90%
HTF Strefa Injection Moulding Europe Poland Reseller may June 21000 90%
1 x 8C Machine & Loading Foam Extrusion Europe Hungary Direct May June 42000 50%
3 x Upgrades - MCU to NBB Batch Blender Blown Film ROW Argentina Direct + Rep May June 16000 90%
Laminacorr Project Sheet Extrusion USA Canada Direct April May 38000 90%
3 x Opti-Mix 150 Injection Moulding Europe Portugal Reseller 20000 25%
Upgrades x 3 and new Mono layer Line Blown Film Europe Sweden Direct + Rep may June 30000 50%
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Sales6ix is combining the power of Sage CRM with its Visual Tool
Robust but Simple Sales Solution
