Dealmaker®The Sales Performance Automation Platform              ScreenshotsSell Smarter. Manager Better. On Demand.
Dealmaker® Capability Overview    • Opportunity Management – Best practices to win the deal    • Sales Process – Manage a ...
Dealmaker Intelligent Sales Performance Automation                 Sales                                     Opportunity  ...
Integrated with your existing CRM environment                   Dealmaker Sales Performance Automation Platform           ...
Dealmaker®The Sales Performance Automation Platform              Screenshots      TAS Opportunity Management
Opportunity Management   TAS Assessment – Qualify the Opportunity
Opportunity Management   Competitive Strategy – to win the deal
Opportunity Management   Political Map – Navigate Power and Influence
Opportunity Management   Collaboration Map – Uncover customer problems
Opportunity Management   Decision Criteria – Uncover formal/personal priorities
Opportunity Management   PRIME Actions – Turn Ideas into Action
Dealmaker®On-Demand Sales Performance Automation             Screenshots       TAS Account Management
Account Management   Quickly Set Up or Edit Plans
Account Management   Opportunity Map – Maximize Account Penetration
Account Management   Strategy Map – Uncover Customer’s Business Drivers
Account Management   Political Map – Navigate Power and Influence
Account Management   Value Map – Prioritize Potential Opportunities
Account Management   Objectives, Strategies and Actions – Work the Plan
MarketView   Build View of Your Own Marketplace
MarketView   Manage Vertical Industries or Global Accounts
MarketView   Accurate Forecast of Verticals or Global Accounts
Dealmaker®On-Demand Sales Performance Automation             Screenshots              Coach Me
Dealmaker Coach Me   Intelligent Automated Deal Specific Coaching
Dealmaker®On-Demand Sales Performance Automation             Screenshots      Sales Process and Forecast
Dealmaker Genius   Automated Customized Sales Process Generation
Dealmaker Genius   10 Industry Templates - Editable
Dealmaker Genius   Generates Desired Pipeline Profile
2     1                3Sales Process       1   Best practice steps to manage deal through funnel                    2   D...
3                                                                    2                                                  1 ...
Dealmaker®On-Demand Sales Performance Automation             Screenshots                Pulse
1                      2Dealmaker Pulse             Intelligent Social Networking for Sales                  1   Keep fing...
Dealmaker Pulse   Follow Opportunities, Accounts, Users, Twitter, LinkedIn
Dealmaker Pulse   Learn from Dealmaker and Social Networks
Dealmaker Pulse   Communicate / Collaborate with Team
Dealmaker®On-Demand Sales Performance Automation             Screenshots          Performance Coach
Performance Coach   Snapshot – Identify Shortfalls in Pipeline
Performance Coach   Healthcheck – Identify Inactive or Stalled Deals
Performance Coach   What’s Changed in Pipeline Over Any Time Period
Performance Coach   Compare Individual and Team Effectiveness
Performance Coach   Monitor Key Non-Revenue Behaviors
Dealmaker®On-Demand Sales Performance Automation             Screenshots            Virtual Learning
Virtual Learning System   On Demand Learning and Reinforcement
Virtual Learning System   Tailored Curriculum Management
Virtual Learning System   Self-paced Learning and Reinforcement
Virtual Learning System   Self-paced Learning and Reinforcement
Virtual Learning System   Assessment and Accreditation
Virtual Learning System   Management Reporting
Dealmaker®The Sales Performance Automation Platform             www.thetasgroup.com         North America: 866 570 3736   ...
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Dealmaker from The TAS Group - Screenshots

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Dealmaker from The TAS Group - Screenshots

  1. 1. Dealmaker®The Sales Performance Automation Platform ScreenshotsSell Smarter. Manager Better. On Demand.
  2. 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 reinforcement2 © The TAS Group 2009
  3. 3. Dealmaker Intelligent Sales Performance Automation Sales Opportunity Account Virtual Collaboration /Sales Process Performance Management Management Learning Social Network AnalyticsAutomated Pulse: Pipeline Opportunity Business On DemandProcess Enterprise Snapshot Assessment Strategy Map LearningGeneration Social NetworksStep-by-step Pipeline Competitive Opportunity Testing & CollaborationSales Process Healthcheck Strategy Map Certification Map ObjectivesAccurate Sales What’s Political Opportunity Business StrategiesForecast Changed Map Management Strategy Map ActionsMarket Buyer Decision Sales Velocity Value Account AutomatedSegment Analysis Criteria Map Management CoachingAnalysisAutomated Deal Dealmaker Collaboration Market Crowd Sales ProcessCoaching Activity Analysis Map View Sourcing Automated Deal Automated Questioning & Coaching Coaching Collaboration
  4. 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. 5. Dealmaker®The Sales Performance Automation Platform Screenshots TAS Opportunity Management
  6. 6. Opportunity Management TAS Assessment – Qualify the Opportunity
  7. 7. Opportunity Management Competitive Strategy – to win the deal
  8. 8. Opportunity Management Political Map – Navigate Power and Influence
  9. 9. Opportunity Management Collaboration Map – Uncover customer problems
  10. 10. Opportunity Management Decision Criteria – Uncover formal/personal priorities
  11. 11. Opportunity Management PRIME Actions – Turn Ideas into Action
  12. 12. Dealmaker®On-Demand Sales Performance Automation Screenshots TAS Account Management
  13. 13. Account Management Quickly Set Up or Edit Plans
  14. 14. Account Management Opportunity Map – Maximize Account Penetration
  15. 15. Account Management Strategy Map – Uncover Customer’s Business Drivers
  16. 16. Account Management Political Map – Navigate Power and Influence
  17. 17. Account Management Value Map – Prioritize Potential Opportunities
  18. 18. Account Management Objectives, Strategies and Actions – Work the Plan
  19. 19. MarketView Build View of Your Own Marketplace
  20. 20. MarketView Manage Vertical Industries or Global Accounts
  21. 21. MarketView Accurate Forecast of Verticals or Global Accounts
  22. 22. Dealmaker®On-Demand Sales Performance Automation Screenshots Coach Me
  23. 23. Dealmaker Coach Me Intelligent Automated Deal Specific Coaching
  24. 24. Dealmaker®On-Demand Sales Performance Automation Screenshots Sales Process and Forecast
  25. 25. Dealmaker Genius Automated Customized Sales Process Generation
  26. 26. Dealmaker Genius 10 Industry Templates - Editable
  27. 27. Dealmaker Genius Generates Desired Pipeline Profile
  28. 28. 2 1 3Sales 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. 29. 3 2 1 3Sales 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. 30. Dealmaker®On-Demand Sales Performance Automation Screenshots Pulse
  31. 31. 1 2Dealmaker Pulse Intelligent Social Networking for Sales 1 Keep finger on pulse of critical deal activities 2 ‘Follow’ opportunities, accounts, users
  32. 32. Dealmaker Pulse Follow Opportunities, Accounts, Users, Twitter, LinkedIn
  33. 33. Dealmaker Pulse Learn from Dealmaker and Social Networks
  34. 34. Dealmaker Pulse Communicate / Collaborate with Team
  35. 35. Dealmaker®On-Demand Sales Performance Automation Screenshots Performance Coach
  36. 36. Performance Coach Snapshot – Identify Shortfalls in Pipeline
  37. 37. Performance Coach Healthcheck – Identify Inactive or Stalled Deals
  38. 38. Performance Coach What’s Changed in Pipeline Over Any Time Period
  39. 39. Performance Coach Compare Individual and Team Effectiveness
  40. 40. Performance Coach Monitor Key Non-Revenue Behaviors
  41. 41. Dealmaker®On-Demand Sales Performance Automation Screenshots Virtual Learning
  42. 42. Virtual Learning System On Demand Learning and Reinforcement
  43. 43. Virtual Learning System Tailored Curriculum Management
  44. 44. Virtual Learning System Self-paced Learning and Reinforcement
  45. 45. Virtual Learning System Self-paced Learning and Reinforcement
  46. 46. Virtual Learning System Assessment and Accreditation
  47. 47. Virtual Learning System Management Reporting
  48. 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
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