The document summarizes Dealmaker, an on-demand sales performance automation platform. It provides capabilities for opportunity management, sales process management, sales forecasting, automated coaching, social networking, performance analytics, automated sales process generation, account management, market analysis, and virtual learning. Screenshots showcase features for opportunity qualification and assessment, competitive strategy, collaboration mapping, decision criteria analysis, sales process customization, forecasting, social networking, performance benchmarking, and online learning management.

1. Dealmaker®
The Sales Performance Automation Platform
Screenshots
Sell Smarter. Manager Better. On Demand.

2. Dealmaker® Capability Overview
• Opportunity Management – Best practices to win the deal
• Sales Process – Manage a deal through the funnel
• Sales Forecast – Accurate / objective based on rules, learning
• Coach Me – Automated Intelligent Deal Coaching
• Pulse – Intelligent Social Networking for Sales
• Performance Coach – Sales Analytics
• Genius – Automated Sales Process Generation
• Account Management – Maximize key account penetration
• MarketView – Manage and forecast for global accounts / vertical industries
• Virtual Learning System – Online learning, accreditation and reinforcement
2 © The TAS Group 2009

3. Dealmaker Intelligent Sales Performance Automation
Sales
Opportunity Account Virtual Collaboration /
Sales Process Performance
Management Management Learning Social Network
Analytics
Automated Pulse:
Pipeline Opportunity Business On Demand
Process Enterprise
Snapshot Assessment Strategy Map Learning
Generation Social Networks
Step-by-step Pipeline Competitive Opportunity Testing & Collaboration
Sales Process Healthcheck Strategy Map Certification Map
Objectives
Accurate Sales What’s Political Opportunity Business
Strategies
Forecast Changed Map Management Strategy Map
Actions
Market Buyer Decision
Sales Velocity Value Account Automated
Segment
Analysis Criteria Map Management Coaching
Analysis
Automated Deal Dealmaker Collaboration Market Crowd
Sales Process
Coaching Activity Analysis Map View Sourcing
Automated Deal Automated Questioning &
Coaching Coaching Collaboration

4. Integrated with your existing CRM environment
Dealmaker Sales Performance Automation Platform
Sales
Opportunity Account Virtual Collaboration /
Sales Process Performance
Management Management Learning Social Network
Analytics
Dealmaker Exchange – Integration Layer
Other ….
Dealmaker integrates with your CRM system – or operates standalone

5. Dealmaker®
The Sales Performance Automation Platform
Screenshots
TAS Opportunity Management

6. Opportunity Management TAS Assessment – Qualify the Opportunity

7. Opportunity Management Competitive Strategy – to win the deal

8. Opportunity Management Political Map – Navigate Power and Influence

9. Opportunity Management Collaboration Map – Uncover customer problems

10. Opportunity Management Decision Criteria – Uncover formal/personal priorities

11. Opportunity Management PRIME Actions – Turn Ideas into Action

12. Dealmaker®
On-Demand Sales Performance Automation
Screenshots
TAS Account Management

13. Account Management Quickly Set Up or Edit Plans

14. Account Management Opportunity Map – Maximize Account Penetration

15. Account Management Strategy Map – Uncover Customer’s Business Drivers

16. Account Management Political Map – Navigate Power and Influence

17. Account Management Value Map – Prioritize Potential Opportunities

18. Account Management Objectives, Strategies and Actions – Work the Plan

19. MarketView Build View of Your Own Marketplace

20. MarketView Manage Vertical Industries or Global Accounts

21. MarketView Accurate Forecast of Verticals or Global Accounts

22. Dealmaker®
On-Demand Sales Performance Automation
Screenshots
Coach Me

23. Dealmaker Coach Me Intelligent Automated Deal Specific Coaching

24. Dealmaker®
On-Demand Sales Performance Automation
Screenshots
Sales Process and Forecast

25. Dealmaker Genius Automated Customized Sales Process Generation

26. Dealmaker Genius 10 Industry Templates - Editable

27. Dealmaker Genius Generates Desired Pipeline Profile

28. 2
1
3
Sales Process 1 Best practice steps to manage deal through funnel
2 Dealmaker calculates Close Date and Close Probability
3 Fully configurable to your business

29. 3
2
1
3
Sales Forecast 1 Dealmaker selects deals that will close (Projected)
2 Highlight large deals to manage risk
3 Dashboard view of deals for all roles

30. Dealmaker®
On-Demand Sales Performance Automation
Screenshots
Pulse

31. 1
2
Dealmaker Pulse Intelligent Social Networking for Sales
1 Keep finger on pulse of critical deal activities
2 ‘Follow’ opportunities, accounts, users

32. Dealmaker Pulse Follow Opportunities, Accounts, Users, Twitter, LinkedIn

33. Dealmaker Pulse Learn from Dealmaker and Social Networks

34. Dealmaker Pulse Communicate / Collaborate with Team

35. Dealmaker®
On-Demand Sales Performance Automation
Screenshots
Performance Coach

36. Performance Coach Snapshot – Identify Shortfalls in Pipeline

37. Performance Coach Healthcheck – Identify Inactive or Stalled Deals

38. Performance Coach What’s Changed in Pipeline Over Any Time Period

39. Performance Coach Compare Individual and Team Effectiveness

40. Performance Coach Monitor Key Non-Revenue Behaviors

41. Dealmaker®
On-Demand Sales Performance Automation
Screenshots
Virtual Learning

42. Virtual Learning System On Demand Learning and Reinforcement

43. Virtual Learning System Tailored Curriculum Management

44. Virtual Learning System Self-paced Learning and Reinforcement

45. Virtual Learning System Self-paced Learning and Reinforcement

46. Virtual Learning System Assessment and Accreditation

47. Virtual Learning System Management Reporting

48. Dealmaker®
The Sales Performance Automation Platform
www.thetasgroup.com
North America: 866 570 3736
UK: +44 (0)1189 253 251
International: +353 (0)1 631 6140