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Sales Cloud: Grow Your Business
Best Practices to Drive Adoption and Success
Scott Johnson, Salesforce.com, Director, Solution Engagement
Bob Marsh, LevelEleven, CEO
Rachel Rogers, BMC Software, Salesforce.com Automation Specialist
Dean Puhalovich, National Australia Bank, Asset Manager - CRM
Bob Marsh
CEO, LevelEleven
Tapping Into Salespeople’s
Competitive Nature
The ePrize Story
About ePrize                                 About Me
  Founded in 1999                             With ePrize since 2000
  Offices in Detroit, New York,               18 years in sales, sales management, sales ops
  Chicago, LA, and Seattle
                                              Led Salesforce implementation ~100 users
  400 full-time employees + 80 contractors
                                              Built Force.com app to help drive adoption
  20 open positions
                                              Now standalone business, LevelEleven
What we do
Promotions + Loyalty | Web Social Mobile
    Agency Services
    Technology
    Legal + Admin


4
Clients:
Sales Day in the Life:
Before Salesforce (aka, B.S.)

What was a day in the life of a
salesperson like before Salesforce?
Sales Day in the Life:
After Salesforce
Challenge #1
Improve Email Lead Gen

 Goals
    Get more clients on email list
    Target based on industry

 Challenge
    Under 20% of contacts on email list
    45% of Accounts have industry field
    completed                             Jen Gray
                                          VP, Marketing & Creative
    Salespeople understand value, but
    don’t prioritize
Quick Win
Client Newsletter
Quick Win
Client Newsletter
Quick Win
Client Newsletter




 167% increase
 in first month!
The Competition:
Industry Quest


The Challenge
  Complete Industry field, get 1 point
  Most points wins
The Competition:
Industry Quest

                                               Industry Quest

Immediate Results
  60 Accounts updated in 2 hours
  Email update sent with leaderboard ranking
  300+ updated by end of day 2
The Competition:
Industry Quest


Final Results
  1,400+ updated in 10 days
  87% of Accounts now with Industry
The Competition:
Industry Quest


So what was the grand prize?




                               $10
Challenge #2:                                      You already sell Facebook and Microsite…
New Product Launch

Goal:                                                                      Just add Mobile!
  Increase sales of new mobile optimized product

Challenge:
  Corporate strategy to sell mobile
  Sales team inundated with products
  Discomfort pitching something new
  Trained team, still not happening
  Should be a very easy sell
  Launched 2-months prior with little traction
First Question:
What should we motivate?



Leading Indicator
Motivate the pitch

Lagging Indicator
Motivate the sale
Challenge #2:
New Product Launch

The Idea
 Just pitch it!
 Every pitch = 1 point
 Reported via checkbox in Opportunity
 Every point is an entry to win
 Winning team gets a party
 2 divisions ran the competition
 1 did not (control group) – trained and encouraged
 to sell
Challenge #2:
New Product Launch
Challenge #2:
New Product Launch



2x more pitches!
…BUT was that just because
they were rewarded to check
the box?
Challenge #2:
New Product Launch



Sales Results
No change in control group
Challenge #2:
New Product Launch



230% increase in sales
+ It remained after
the competition ended
More stories like this

  Packaged into an AppExchange app – visit booth #227
  Learn more at www.LevelEleven.com
  White papers: Email bob@leveleleven.com
Scott Johnson    Bob Marsh     Rachel Rogers    Dean Puhalovich
Salesforce.com   LevelEleven    BMC Software   National Australia Bank
Dreamforce 2012: Sales Cloud - Grow Your Business. Best Practices to Drive Adoption and Success

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Dreamforce 2012: Sales Cloud - Grow Your Business. Best Practices to Drive Adoption and Success

  • 1. Sales Cloud: Grow Your Business Best Practices to Drive Adoption and Success Scott Johnson, Salesforce.com, Director, Solution Engagement Bob Marsh, LevelEleven, CEO Rachel Rogers, BMC Software, Salesforce.com Automation Specialist Dean Puhalovich, National Australia Bank, Asset Manager - CRM
  • 2. Bob Marsh CEO, LevelEleven Tapping Into Salespeople’s Competitive Nature The ePrize Story
  • 3. About ePrize About Me Founded in 1999 With ePrize since 2000 Offices in Detroit, New York, 18 years in sales, sales management, sales ops Chicago, LA, and Seattle Led Salesforce implementation ~100 users 400 full-time employees + 80 contractors Built Force.com app to help drive adoption 20 open positions Now standalone business, LevelEleven
  • 4. What we do Promotions + Loyalty | Web Social Mobile Agency Services Technology Legal + Admin 4
  • 6. Sales Day in the Life: Before Salesforce (aka, B.S.) What was a day in the life of a salesperson like before Salesforce?
  • 7. Sales Day in the Life: After Salesforce
  • 8. Challenge #1 Improve Email Lead Gen Goals Get more clients on email list Target based on industry Challenge Under 20% of contacts on email list 45% of Accounts have industry field completed Jen Gray VP, Marketing & Creative Salespeople understand value, but don’t prioritize
  • 11. Quick Win Client Newsletter 167% increase in first month!
  • 12. The Competition: Industry Quest The Challenge Complete Industry field, get 1 point Most points wins
  • 13. The Competition: Industry Quest Industry Quest Immediate Results 60 Accounts updated in 2 hours Email update sent with leaderboard ranking 300+ updated by end of day 2
  • 14. The Competition: Industry Quest Final Results 1,400+ updated in 10 days 87% of Accounts now with Industry
  • 15. The Competition: Industry Quest So what was the grand prize? $10
  • 16. Challenge #2: You already sell Facebook and Microsite… New Product Launch Goal: Just add Mobile! Increase sales of new mobile optimized product Challenge: Corporate strategy to sell mobile Sales team inundated with products Discomfort pitching something new Trained team, still not happening Should be a very easy sell Launched 2-months prior with little traction
  • 17. First Question: What should we motivate? Leading Indicator Motivate the pitch Lagging Indicator Motivate the sale
  • 18. Challenge #2: New Product Launch The Idea Just pitch it! Every pitch = 1 point Reported via checkbox in Opportunity Every point is an entry to win Winning team gets a party 2 divisions ran the competition 1 did not (control group) – trained and encouraged to sell
  • 20. Challenge #2: New Product Launch 2x more pitches! …BUT was that just because they were rewarded to check the box?
  • 21. Challenge #2: New Product Launch Sales Results No change in control group
  • 22. Challenge #2: New Product Launch 230% increase in sales + It remained after the competition ended
  • 23. More stories like this Packaged into an AppExchange app – visit booth #227 Learn more at www.LevelEleven.com White papers: Email bob@leveleleven.com
  • 24. Scott Johnson Bob Marsh Rachel Rogers Dean Puhalovich Salesforce.com LevelEleven BMC Software National Australia Bank