•  Introductions
•  Sales Operation Review
•  Corporate Review
•  IS Overview
•  Break
•  IS Demonstration
•  Communicatio...
•  #1 Sales Acceleration Platform
•  #2 Paid AppExchange Application
•  Inside & Outside Sales Solution
•  Enterprise Prov...
“Improve human performance within
the sales process by unlocking
science via big data findings”
Lead and CRM Process Flow
marketing automation

CRM
75-150% Production Improvement
30-60% RPC Improvement
15-40% TQO Improvement

30% Top Line Improvement
*Complete Data and ...
•  Review sales operation
•  CLOSERS methodology
•  Refine inside-outside approach
•  Refine inside-outside integration
• ...
Sales Acceleration Technology
•  Communications
  Telephony, email, text, social

•  Gamification
  Sales motivation, adap...
points| leaderboards | badges
•  Points
•  Leaderboards
•  Badges
•  Throwdowns
•  Notifications
notify| sort| score
Excellent
Likelihood

•  Neural Score
•  Likelihood to Qualify & Close

Average
Likelihood

Poor
Likelihood
Typical List
•  Neural Score
•  Likelihood to Qualify & Close
•  Objective function
•  Historical and local data
•  Neural...
Typical List
•  Neural Score
•  Likelihood to Qualify & Close
•  Neural Sort
•  Likelihood to Contact

= High Contactabili...
Neural Sort
•  Neural Score
•  Likelihood to Qualify & Close
•  Neural Sort
•  Likelihood to Contact

= High Contactabilit...
•  Salesforce 1 based mCall
•  Remote workforce based
•  Ensure retention follow up actions
•  Outside KPI’s for PowerStan...
mCall
•  Click to Call (+ custom #’s)
•  Any Object
•  Automatic Call Logging
•  Syncing with C2C Panel
•  Pre-Recorded VM...
display| engage| predict
immersive data experience
Sales Operation Center
communication

gamification

prediction

data visualization
“62% incease in
“Increased Productivity
contacts, 18%
“The Key” Increase”
“Major Revenue
10 Fold”
-Charlie Fenning
increas...
“The Key” – Charlie Fenning
“62% increase in contacts, 18%
increase in Sales” – Jack Baldwin
“Incresed Productivity 10 Fol...
•  Formal Proposal
-ROI Development

•  Client Conversations
•  Revenue Acceleration Service
•  Risk-Free Agreement
Dan Cone
  Director, Financial Services
  C: 415-515-1108
  Email: dcone@insidesales.com
1 28-14 is demonstration
1 28-14 is demonstration
1 28-14 is demonstration
1 28-14 is demonstration
1 28-14 is demonstration
1 28-14 is demonstration
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1 28-14 is demonstration

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Increase the results derived from Salesforce.com with the sales acceleration platform from InsideSales.com

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1 28-14 is demonstration

  1. 1. •  Introductions •  Sales Operation Review •  Corporate Review •  IS Overview •  Break •  IS Demonstration •  Communication Platform •  Campaign Optimization •  Gamification •  Reporting •  Deployment Overview •  Actions Required
  2. 2. •  #1 Sales Acceleration Platform •  #2 Paid AppExchange Application •  Inside & Outside Sales Solution •  Enterprise Proven •  PCI & HIPA Compliant •  #75 on Tech 200 Fastest Growing •  HQ: Silicon Slopes, UT
  3. 3. “Improve human performance within the sales process by unlocking science via big data findings”
  4. 4. Lead and CRM Process Flow marketing automation CRM
  5. 5. 75-150% Production Improvement 30-60% RPC Improvement 15-40% TQO Improvement 30% Top Line Improvement *Complete Data and Audio Capture *Data Visibility *Data Learnings Every Day!
  6. 6. •  Review sales operation •  CLOSERS methodology •  Refine inside-outside approach •  Refine inside-outside integration •  Optimize structure with technology for each
  7. 7. Sales Acceleration Technology •  Communications   Telephony, email, text, social •  Gamification   Sales motivation, adaptive notifications •  Predictive Analytics   Sales sequencing, learning machine •  Data visualization   Immersive data experience
  8. 8. points| leaderboards | badges
  9. 9. •  Points •  Leaderboards •  Badges •  Throwdowns •  Notifications
  10. 10. notify| sort| score
  11. 11. Excellent Likelihood •  Neural Score •  Likelihood to Qualify & Close Average Likelihood Poor Likelihood
  12. 12. Typical List •  Neural Score •  Likelihood to Qualify & Close •  Objective function •  Historical and local data •  Neural Sort •  Likelihood to Contact •  Best time •  Historical and local data
  13. 13. Typical List •  Neural Score •  Likelihood to Qualify & Close •  Neural Sort •  Likelihood to Contact = High Contactability
  14. 14. Neural Sort •  Neural Score •  Likelihood to Qualify & Close •  Neural Sort •  Likelihood to Contact = High Contactability
  15. 15. •  Salesforce 1 based mCall •  Remote workforce based •  Ensure retention follow up actions •  Outside KPI’s for PowerStandings •  Complete activity & call auditability •  Hourly push reporting options
  16. 16. mCall •  Click to Call (+ custom #’s) •  Any Object •  Automatic Call Logging •  Syncing with C2C Panel •  Pre-Recorded VM •  Local Presence •  Caller ID Display •  Call Recordings •  Call Monitoring
  17. 17. display| engage| predict
  18. 18. immersive data experience
  19. 19. Sales Operation Center
  20. 20. communication gamification prediction data visualization
  21. 21. “62% incease in “Increased Productivity contacts, 18% “The Key” Increase” “Major Revenue 10 Fold” -Charlie Fenning increase in Sales” - Mike Hansen - Chris Jensen - Jack Baldwin
  22. 22. “The Key” – Charlie Fenning “62% increase in contacts, 18% increase in Sales” – Jack Baldwin “Incresed Productivity 10 Fold” – Chris Jensen “Major Revenue Increase” – Mike Hansen “62% incease in “Increased Productivity contacts, 18% “The Key” Increase” “Major Revenue 10 Fold” -Charlie Fenning increase in Sales” - Mike Hansen - Chris Jensen - Jack Baldwin
  23. 23. •  Formal Proposal -ROI Development •  Client Conversations •  Revenue Acceleration Service •  Risk-Free Agreement
  24. 24. Dan Cone   Director, Financial Services   C: 415-515-1108   Email: dcone@insidesales.com
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