2. reduce admin time
increase efficiency of team meetings
focus on high-value opportunities
improve conversion rates
anticipate bottlenecks
retain key relationships
ideally...
currently...

3. currently...

4. currently...

5. prospect supplier
the cause...

6. prospect supplier
the cause...

7. the cause...the solution...
prospect supplier

8. the solution...

9. the solution...

10. the solution...
$ $ $

11. the solution...
$ $ $

12. $
the solution...
$
$
$
$
$
$ $
$ $ $ $
$3
5
2
4
3

13. the solution...
3
5
2
4
3
1
2
3
4
5
6
7
workflow status
threadcount

14. threadcountthreadvaluethe solution...
R1m
R2m
R3m
workflow status
$
$
$
$
$
$

15. focus on high-value opportunities
monitor projects/deals/cases effectively
track interactions per contact
create a digital asset for key relationships
reduce admin overhead
benefits...
alternatives...

16. alternatives
collaborative email CRM
share access ✓ ✓ ✓ ✗ ✗ ✗ ✓
email threads ✓ ✗ ( )✓ ( )✓ ( )✓ ✗ ( )✓
inbox/sent items ✗ ✓ ✓ ✓ ✓ ✓
track value ✓ ✗ ✗ ✗ ✗ ✗
contact history ✓ ✓ ✓ ✓ ✗ ✗ ✓
contact attachments ✓ ✗ ✓ ✗ ✗ ✗ ✓
unified contacts ✓ ✗ ✗ ✗ ✗ ✗
offline access ✓ ✗ ✗ ✓ ✓ ✓
monthly fee $20/user $25/user $9/user $0 $0 $44/user $0

17. “If HP knew what HP knows,
we’d be 3 times as profitable”
Lew Platt (former CEO, Hewlett Packard)

18. eliminate the
unnecessary, to
focus on what’s
important
apply your energy
productively in pursuit
of a team goal
simplexity - manage
multiple threads
simultaneously
versatility without
compromising on resilience
digital asset stored securely
in the cloud, accessible
from anywhere
efficiency of the
business logic is expressed
through
the elegance of the
interface