webinar: less administration. more sales. - …...james loduca, director of equality programs,...
TRANSCRIPT
Less Administration. More Sales.
Speakers:
Webinar:
Vlad Voskresensky
CEO, Invisible Solutions
Eric Dreshfield
Salesforce MVP
Speakers
Eric Dreshfield Salesforce MVP
Eric Dreshfield is the founder of Midwest Dreamin’, a Salesforce Community-led User
Conference. Eric was first named a Salesforce MVP in Spring, 2013, and has be honored
with the title annually since. With over 25 years experience in business analytics,
accounting, governmental grant & contract administration, data mining, six sigma
methodologies, and a wide array of other business-related fields, Eric’s a leader in the
Salesforce Community, and Advocacy Manager at Apttus.
Vlad Voskresensky CEO, Invisible Solutions
Vlad is one of the original founders of Invisible.io. Prior to that he was co-founder and
CEO of Afortio, software development company (acquired by NYSE:EPAM).
Experienced in executive management and new business development, Voskresensky
is responsible for the company’s overall strategy and key management direction.
Agenda
CRM automation sometimes fail. Why so?
How to avoid the risks?
Raising productivity: focus on Sales, not Administration
Why CRM to Outlook integration is vital
Live Demo of SmartCloud Connect
Why do we even need CRM?
Some challenges in todays Sales
Low sales force productivity
Poor forecasting accuracy
Customer information not in sync with reality
Long and costly sales cycle
Lack of time for selling
Gartner:
…on average, Sales reps are spending only
~35% of their time for actual selling…
Why CRM automation sometimes
fail?
Reason #1: Poor user adoption
Lack of integration into what people already use
Mobile is overlooked
Not sufficient user training
System of records OR system of actions?
How avoid risks, raise productivity
and increase ROI?
Do not change people, change the software
Proper integration: make CRM “invisible”
Access business information from anywhere
Ultimate automation
Utilize power of AI
Do not change people, change the
software
Unload your sales from admin tasks, let them sell!
They live in Inbox & Calendar, lets meld CRM into there
CRM should not be reporting tool, it should be a helper to sell
Multiple form factor – same functionality
Take repeatable actions from Sales plate and automate it
Why CRM to Outlook
integration is vital
Mailbox & Calendar are the most useful sales tools
Bi-directional smart (!) sync
Ability to use multiple devices
Info and UI should be contextual
Business information should be accessible from anywhere
Ultimate Automation and actions suggestions
Automated email & events tracking in a real time
Automated pre-filling data
Smart and timely notifications
Using of templates
Workflow
Potential power of AI
Smart suggestions
Using of enterprise sales best practices
Line-Of-Business specific
Accurate forecasting
Information is actionable, not static
Example of proper tool: SmartCloud Connect for Salesforce
Allows users to use various native mobile applications
Available for the wide range of email clients
Allows to perform all business operations familiar applications
All data in cloud, quickly accessible and safe
Powerful AI tools and outstanding customization capabilities
Smart Cloud Connect powered by Invisible.io is an application that address main todays
Enterprise Sales challenges:
Provides seamless integration between Microsoft Outlook,
Office 365, Gmail and Salesforce
Impact on productivity (real life statistic)
Live Demo
Midwest Dreamin’ is a community led, community run event. Organized by regional user group leaders who had a dream to bring a Super User Group event with marquee quality speakers to the Midwest for learning and networking.
Midwest Dreamin’, now in its 5th year, being held at the Palmer House – a Hilton Hotel, in Chicago, IL on August 10th & 11th, will feature keynote addresses from Ayori Selassie, Product Marketing Manager, Einstein, Salesforce; James Loduca, Director of Equality Programs, Salesforce; and Peter Coffee, VP, Strategic Research, Salesforce.
For complete event details, please visit midwestdreamin.com.
There are two reasons why we have pipeline meetings:
Thanks!
smartcloudconnect.io
microsoft.com