LucidEra Pipeline Healthcheck for Salesforce.com

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    LucidEra Pipeline Healthcheck for Salesforce.com - Presentation Transcript

    1. Introducing the LucidEra Pipeline Healthcheck ™
        • Looking for New Ways to Accelerate Sales Performance?
        • Read on to learn how to get your complimentary 48 Hour Pipeline Healthcheck and find out LucidEra customers have seen proven results like these:
            • 15% increase in average deal size
            • 10% decrease in time to close
            • 5% improvement in win rate
    2. The 48 Hour LucidEra Pipeline Healthcheck ™
      • Manage the Metrics that Matter with Business Intelligence On-Demand
        • Which deals should I focus on?
        • Which deals are at risk?
        • What should my forecast be?
      LucidEra was able to quickly quantify the impact that on-demand business intelligence can have on our business. ” “
      • We Examine Your Sales Data
      • You Relax for 48 Hours
      • We Show You How to:
        • Increase revenue, without increasing sales resources
        • Decrease pipeline risk
        • Increase forecast accuracy
      3 Easy Steps to Guaranteed Results LucidEra’s Pipeline Healthcheck not only provides the ability to do much deeper analysis to identify hidden risk factors in your pipeline , but also provides a process to interpret what it all means and define what you should do about it. “ ”
    3. Focused on Your Sales Pipeline, People and Process
      • Sales Pipeline
        • Velocity and change
        • Deals at risk
        • Past performance scorecard
        • Revenue and win rate by deal size by quarter
        • Revenue by industry and region by quarter
        • Strategic account analysis
        • Win rate by deal size and age
        • Open pipeline by 30 day ranges
        • Aged out opportunities
      • Sales People
        • Rep scorecard by region
        • Peer group comparison
        • Deal size by rep tenure
        • Lost renewals by region
      • Sales Process
        • New vs. repeat business
        • Open pipeline assigned to inactive reps
        • Opportunities open past expected close date
        • Opportunities w/o accounts
    4. Sample Pipeline Healthcheck ™ Discoveries
      • LucidEra Highlighted that $3M in Pipeline was at Risk
        • Forecast for the next two quarters showed 15% of revenue coming from smaller deals and 85% coming from larger deals
        • Unrealistic based on historical trends of 50/50 split
    5. Sample Pipeline Healthcheck ™ Discoveries
      • The Pipeline has 70% of All Deals in Later Stages and Represents $10M
        • This quarter  high probability for exceeding quota
        • Based on historical trends will miss next quarter by $2M
    6. Sample Pipeline Healthcheck ™ Discoveries
      • LucidEra Found that 20% of Deals in $4M Forecast were Suspect
        • VP needed to pull in $800K of higher potential deals or miss #
    7. LucidEra Pipeline Healthcheck ™ Next Steps
      • Sign Up Today
      • We Analyze Your Salesforce.com Data
      • Pipeline Opportunities and Risks Identified
      • Findings Reviewed
      • On-Demand Business Intelligence Delivered
      To Get Started, Register at: www.LucidEra.com/healthcheck Or Call: 1-866-392-800 LucidEra has taken the complexity out of business intelligence so that more people and companies can take advantage of analytical insights. - Denis Pombriant, Beagle Research ” “
    8. LucidEra, Inc. 1510 Fashion Island Blvd, Suite 240 San Mateo, CA 94404 [email_address] www.lucidera.com/healthcheck www.twitter.com/lucidera Copyright © 2008 LucidEra – All rights reserved The actionable customer and sales information that LucidEra delivers is helping fuel our rapid growth. “ ”

    + Darren CunninghamDarren Cunningham, 10 months ago

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