See our presentation link above to understand how they are able to: Utilize powerful aviation data to emulate its ecosystem within the CRM Create and empower actionable records, history and relationships within the CRM Allow for precision and targeting of key prospects/clients in the aviation industry Increase overall efficiency and expedite key process(es) within the aviation sales business cycle

1. SALESFORCE FOR
AVIATION SALES AND
SERVICES
Presented by CloudOne+ CRM Consultants

2. CLOUDONE+ AVIATION METHODOLOGY
 Utilize powerful aviation data to emulate its ecosystem within the
CRM
 Create and empower actionable records, history and
relationships within the CRM
 Allow for precision and targeting of key prospects/clients in the
aviation industry
 Increase overall efficiency and expedite key process(es) within
the aviation sales business cycle

3. SAMPLE AVIATION SALES DATA MODEL

4. SAMPLES OF CLIENTS AND SOLUTIONS
 Aircraft Brokers and Consultants – Prospect/Client Management
and Agreement Processing
 Flight Service Providers – Quotation Calculator and Flight Itinerary
Generation, and more

5. AIRCRAFT BROKERS/CONSULTANTS
Departments Served
 Marketing
 Sales
 Accounting
 Contracts
Solutions Developed
 Commission Management
 Integrated databases (JetNet/AMSTAT/Wealth-X, Airports)
 Salesforce Aircraft Search Engine
 Visual Aviation Targeting/Mapping
 18 Unique Sales Processes/Flows
 One-click Agreement Management/Delivery
 Rapid Proposal Generation
 Project Management Tool

6. SCREENSHOT – A/C SEARCH ENGINE AND JETNET
CONNECTIVITY

7. SCREENSHOT – PROSPECT-A/C VISUALIZATION/MAPPING

8. SCREENSHOT – ONE CLICK
AGREEMENT GENERATION

9. SCREENSHOT – UHNWI (WEALTH-X INTEGRATION)

10. FLIGHT SERVICE PROVIDERS
Departments Served
 Marketing
 Sales
 Accounting
 Contracts
 Flight Operations
Solutions Developed
 Flight Cost Estimator
 Eliminated 30+ minute process down to 5 minutes
 Integrated databases (Fuel Costs/Airports)
 One-click Document Management/Delivery
 Proposals/Quotes
 Dispatch/FAA Required Documents
 Flight Itinerary Generator
 One-click generation
 Email/SMS Delivery to Patients and Teams
(Passengers and Pilots)
 Client Surveys
 Customer Experience Surveys

11. SCREENSHOT – FLIGHT PLANNING COST
CALCULATOR/QUOTE GENERATOR

12. SCREENSHOT – FLIGHT ITINERARY

13. SCREENSHOT – AUTOMATED
DISPATCH CONTROL TOWERS

14. SCREENSHOT – AUTOMATED CLIENT
SURVEYING