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MEDDIC Opportunity Management on salesforce.com

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The #1 Opportunity Management for B2B Complex Sales.
Better qualification of the right opportuntiies, more visibility to coach and lead sales teams - free up sales supporting resources by focusing on the right deals.
https://now.iseeit.com/meddic-on-salesforce/

Published in: Software

MEDDIC Opportunity Management on salesforce.com

  1. 1. MEDDIC Opportunity Management on Salesforce.com #1 for B2B Complex sales Rizan Flenner – CEO & Founder +1 408 757 0850 +43 664 241 34 34 rizan@iseeit.com
  2. 2. Sales managers daily challenges §  Opportunity Qualification issues §  Forecast accuracy §  Slipping deals §  Deal value implosion on end of sales cycle §  Torturing lengthy forecast calls §  Lack visibility in SF §  Inaccurate data in Salesforce §  No aggregated qualification §  No insights into activity §  Sales support resources maxed out §  Technical, legal finance etc… §  Sales methodology not lived §  New sales people – high training efforts Close more deals Resource Mgmt Qualification Visibility
  3. 3. The solution for Complex B2B sales #1 Visual Opportunity Management §  Sales Methodology §  Sales qualification §  Deal sheet §  Playbook §  Close Plan #1 CRM §  Contact Management §  Reporting §  Integration
  4. 4. iSEEit MEDDIC Opportunity Management embedded on SF.com
  5. 5. Native Salesforce App ü Salesforce Security ü Native Salesforce Data ü Embedded to native UI ü New look and feel ü Additional functionality based on custom objects
  6. 6. Built-in MEDDIC Checklists
  7. 7. Digitize your Opportunity Management §  Visualize your sales process §  100% configurable Sales process §  Define Qualification items and milestones §  Build Checklists §  Get notification on “must haves” §  Collaborate with sales team §  Share information
  8. 8. MEDDIC Qualifiers in SF Forecast
  9. 9. Visibility for Sales Managers §  Aggregated view of qualifiers §  Traffic light warning system §  Includable in all reports and forecast views §  Report on items such as §  Activity §  Forecast accuracy §  Pending Events such as EB meetings, POCs.. §  Warning on Gates §  Reference clients
  10. 10. MEDDIC Tutorial
  11. 11. Built-in tutorial §  “Out-of-the-box“ MEDDIC tutorial §  Coach sales people in the field §  Rate content and feedback to provider §  Qualification Questions to ask client §  Inspection questions for managers to coach reps §  100% customizable
  12. 12. Close Plan
  13. 13. Manage Activities on opportunity-level §  Easily track to-do’s & meetings §  Delegate tasks §  Plan activities around milestones §  Attach files and information §  Share with Account team and Management
  14. 14. Sample dashboard
  15. 15. Leading Indicators Reports §  Meetings per Week / User /Account §  New Business Meetings / Quarter §  Visible Opportunities (over 250k) in quarter §  Number of POC (planned, scheduled, Done) §  Forecast deals commit, Best case §  Reference clients §  Lost report
  16. 16. Start Managing MEDDIC on Salesforce Click here to learn more about iSEEit’s MEDDIC Opportunity Manager: now.iseeit.com/meddic-on-salesforce/

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