Sales Performance is pre-packaged functionality for Dynamics CRM that will reduce project delivery time and improve customer acquisition and retention processes within your sales environment. Certified for Microsoft Dynamics CRM

1. Product Overview:
Sales Performance for
Microsoft Dynamics CRM

2. Typical Challenges facing todays Sales
Environments
• Increased Competition..
• Increase Customer expectations..
• Longer Sales Cycle..
Aberdeen Report: Inside Sales Enablement: Let Them Drink Coffee!" (Dec. 2009)
reveals under-performing companies see a year-over-year increase in their sales
cycle of 12 percent, but even top 20 percent of performers experienced a lengthening
of their own bid-to-win time frame.
• Embed the relationship at Sales level, own
the Customer at a Company level..

3. Goals of Top Performing Sales Environments
• Improve overall revenue and sales effectiveness by deploying:
– inside sales teams (handle top layers of corporate sales funnel)
– external customer-facing teams (nurture, convert and close highly qualified leads )
• Shrink the sales cycle and improve win/loss ratio
• Achieve Maximum Sales effectiveness by
– compress sales cycle elements (quote, proposal, contract, sign) into fewer interactions
– drive repeatable behaviour among sales reps
– deploy guided selling methodologies to help sales reps identify the optimal message and
timing at each stage of the sales cycle
• Better understanding of
– target audience and customers
– pipeline (stalled sales, underperforming sales)
– behaviour's that will result in a win / loss

4. What does the Sales user want?
• Simple easy-to-use System
• Access to the right information at the right time
• Must add value to Sales person daily life
• Less time entering data, more time selling
• Help them identify who they should focus on

5. How can we help you achieve this?
Microsoft Dynamics CRM
- Industry leading Full Suite CRM Application
Sales Performance for
Dynamics CRM
- pre-packaged Account Management &
Pipeline Methodology & Reporting add-on

6. Sales Performance for
Microsoft Dynamics CRM

7. Company Background
• Karabina Software, is a division of the iSPartners Group
– Leading Microsoft-based Business Technology Solutions company
– 10 years history building solutions for Blue Chip Companies across all
industries
– Over 34 Local and International awards – BI, CRM & Enterprise Collaboration
– Staff compliment - over 120 people
• Focused on Software Development & Distribution
– Simple easy-to-use software
– Same day installation
– Instant Return on Investment
– Improve Business Insight & Customer Intimacy

8. Product Overview
Sales Performance is pre-packaged
functionality for Dynamics CRM that
will reduce project delivery time and
improve customer acquisition and
retention processes within your sales
environment.

9. Features
• Same-Day-Switch-on, making use of standard Microsoft
Dynamics CRM deployed or hosted environment.
• Methodology-based Opportunity Management
– Embed your Sales Methodology to ensure accurate pipeline forecasting
– Review a full audit history of progress through each sales stage
– Set Competitor Strategies, and track their strengths and weaknesses
– Set Goals (Targets) against sales individuals and Service/Product Offerings
• Account Planning & Scheduling Management
– Automated Scheduling & Reminders
– Account Planning objectives
– Call Reports
– Activity & Outcomes Management
• Out-of-the-Box Reports & Dashboards
– Sales Individual & Sales Manager Dashboard
– Win/Loss Ratio & Competitors Report
– Lost Opportunity Report
• Easy to Customise and Extend

10. Benefits
improve productivity by enabling team to access and
collaborate on relevant information
gain better real-time visibility on your sales activities in
order to confidently forecast pipeline and sales closures.
improve organisational effectiveness by ensuring sales
focus on Account & Pipeline Management processes
drive profitable relationships by providing a 360-degree
view of customer information & CRM system
drive sales excellence and consistency in your sales
environment by implementing a solution selling
methodology to qualify and close more deals

11. Same-day-Switch-on
• Based on install on an existing Dynamic CRM
Environment – Hosted or Deployed
• Administrator Rights
• 4hrs for Installation & Testing
• 4hrs for Admin Training
• Excludes any customizations & configurations

12. Sales Performance for
Microsoft Dynamics CRM
Product Demonstration & Screen Shots

13. Methodology Based: Sales Opportunity
Lifecycle
13
Fully
configurable
opportunity
lifecycle

14. Methodology Based: Sales Stage Tracking
Comprehensive
stage tracking
and progression
Detailed
opportunity
tracking

15. Methodology Based: Sales Stage History
and Audit
Review a full
audit of sales
stage
progression
Quickly view
stage
progression
history

16. Account Management: Schedule & Remind
Schedule
Category,
Frequency,
Dates & Times

17. Account Management: Appointments
Create or View
appointment
Agenda,
Objectives &
Attendees
View a
summary of all
Account
Management
appointments

18. Account Management: Call Report
Capture Call
Report to
Summarise
meeting
Reminders and
notes
Assigned Tasks,
Red Flag Items
or New
Business
Actions

19. Account Management: Customer Summary
Automatically
send Customer
a Summary of
the Call Report
and Actions

20. Account Management: Dashboards
Summary
Dashboards
showing Account
Manager Activities

21. Dashboards and Reporting
Automated
reporting –
reports in your
Inbox
Enables
accurate and
relevant reports
Real-Time
Dashboards
and Statistics

22. Advanced Sales Analytics Dashboards
Wide array of
pre-built and
configurable
dashboards
(*Optional)

23. Additional information available from:
Thanks for your time
+2711 463-8155
info@Karabina.co.za
http://www.karabina.co.za
http://www.linkedin.com/Karabinasa
http://www.youtube.com/karabinasa
http://twitter.com/karabina