SlideShare a Scribd company logo
Do more sales work you love,
anywhere, anytime
Companies which contacted people within an hour were sixty (60x) times more likely to connect.
https://blog.kissmetrics.com/dont-lose-saas-sales/
Ah too much of a pain and no context
to do this right now - I will just get
back in the morning on my laptop…
Ughhh all this time updating
Salesforce is killing me… I never
make it out of the office at a
decent hour anymore
71% of sales reps say they spend too much time on data entry.
http://www.business2com...es-01203657
I wish I could be using my
commute and travel time
to do actual sales work
An hour of a salesperson’s time is worth $50 an hour (assuming a $100K salary)
Immediately is a mobile platform for modern sales
professionals. Our mission is to elevate sales back to its
core foundation: a relationship-driven craft.
Our product is an intuitive mobile sales workflow, which
helps sales professionals transform time previously spent
on routine administrative tasks, into time focused on
nurturing genuine connections with their customers.
No more waiting to get back
Inbox
11:18 AM 100%
Logged to Salesforce Contact Info
Canal Inc.
$85k • Q3 Proposal • 40%
App Demo and Trial
Type something
Re: Thanks + Questions
Branko Cerny
Hi Sang, Thanks for sending those docs over. Everyone
on my team loves using the app and interestingly eno...
10:07 AM
Log Message Contact Info
Intelligent Co.
$100k • Q2 Negotiation • 90%
Early Access
Re: Checking in
Amul Arya, Diana B, Lilly S, +3
Fantastic! Appreciate all the support you guys have
given us. My guys are really looking forward to meeti…
10:02 AM
Where should I ship your gift?
Michael Hodges, Marie-Therese C.
Hi Sang, Thanks so much for upgrading to our premium
tier! We’d love to send you a gift as a token of our…
Log Message Contact Info
9:57 AM
Where should I ship your gift?
Debra Dunn
Hi Sang, Thanks so much for upgrading to our premium
tier! We’d love to send you a gift as a token of our
9:51 AM
Search
Mail Opens To Do Opps Contacts
Logged to Salesforce Contact Info
Canal Inc.
$85k • Q3 Proposal • 40%
App Demo and Trial
Re: Thanks + Questions
Branko Cerny
Hi Sang, Thanks for sending those docs over. Everyone
on my team loves using the app and interestingly eno...
10:07 AM
To: Arjun Arora
Re: a belated thank you
Fantastic! Would you be able to jump on a quick call?
Here are some times that work for me. Click on a time to
schedule a meeting - it will automatically be added to
both our calendars.
Compose Next
Meeting Templates
Monday, Jul 6, 2015
Email Tracking
Notify me when this email is opened
Log to Salesforce
Log this email to Salesforce
Add Reminder
Remind me about this email
Remind me…
In an Hour
Tomorrow
Notify me
If I don’t receive a reply
No matter what
Intelligence Tools
Send
Here are some times that work for me. Click on a time to
schedule a meeting - it will automatically be added to
both our calendars.Meeting Templates
Monday, Jul 6, 2015
Email Tracking
Notify me when this email is opened
Log to Salesforce
Log this email to Salesforce
Add Reminder
Remind me about this email
Notify me
If I don’t receive a reply
No matter what
Intelligence Tools
11:18 AM 100%
Inbox
Re: Thanks + Questions
Opportunity History
View all touchpoints for this opportunity
Canal, Inc
$85k • Q3 Proposal • 40%
App Demo and Trial
June 15
Fantastic! Would you be able to jump on a quick call? Here are
some times that work for me. Click on a time to schedule a s…
Sang
Branko Cerny
Director of Sales and Pro… at Canal, Inc
To: Lilly Skolnik, Sang Lee Details 10m ago
Log to Salesforce Create Task
Hi Sang,
Thanks for sending those docs over. Everyone on my team
loves using the app and interestingly enough I’ve had a few
people from our recruiting department ask about using
the app for outreach as well.
I’ve cc’d Lilly who can help introduce you to that team and
get things set up for you - you two should schedule some
time to chat.
S
Opportunity History
View all touchpoints for this opportunity
Canal, Inc
$85k • Q3 Proposal • 40%
App Demo and Trial
June 15
Fantastic! Would you be able to jump on a quick call? Here are
some times that work for me. Click on a time to schedule a s…
Sang
Branko Cerny
Director of Sales and Pro… at Canal, Inc
To: Lilly Skolnik, Sang Lee Details 10m ago
S
Opportunity context
right in your inbox
Schedule, track and get
reminded about emails.
Get context on contacts and
review opportunity history
Logging. No longer painful.
Inbox
11:18 AM 100%
Logged to Salesforce Contact Info
Canal Inc.
$85k • Q3 Proposal • 40%
App Demo and Trial
Type something
Re: Thanks + Questions
Branko Cerny
Hi Sang, Thanks for sending those docs over. Everyone
on my team loves using the app and interestingly eno...
10:07 AM
Log Message Contact Info
Intelligent Co.
$100k • Q2 Negotiation • 90%
Early Access
Re: Checking in
Amul Arya, Diana B, Lilly S, +3
Fantastic! Appreciate all the support you guys have
given us. My guys are really looking forward to meeti…
10:02 AM
Where should I ship your gift?
Michael Hodges, Marie-Therese C.
Hi Sang, Thanks so much for upgrading to our premium
tier! We’d love to send you a gift as a token of our…
Log Message Contact Info
9:57 AM
Where should I ship your gift?
Debra Dunn
Hi Sang, Thanks so much for upgrading to our premium
tier! We’d love to send you a gift as a token of our
9:51 AM
Search
Mail Opens To Do Opps Contacts
Type something
Log Message Contact Info
Intelligent Co.
$100k • Q2 Negotiation • 90%
Early Access
Where should I ship your gift?
Michael Hodges, Marie-Therese C. 9:57 AM
Opportunity
Amount
$ 85,000
Probability
80%
Stage
Negotiation
Clam Networks - Locking in on close
Account
Clam Networks
View Opportunity History
Create Note Log Activity
Forecast Category
Pipeline
Description
The deal is at 90% because they are at the sales
process stage of evaluating our ROI justification.
Close Date
2015-27-07
$ 85,000
Probability
80%
Stage
Negotiation
Close Date
Opportunity
Amount
$ 85,000
Probability
80%
Stage
Negotiation
Clam Networks - Locking in on close
Account
Clam Networks
View Opportunity History
Create Note Log Activity
Forecast Category
Pipeline
Description
The deal is at 90% because they are at the sales
process stage of evaluating our ROI justification.
Close Date
2015-27-07
View Opportunity History
Create Note Log Activity
11:18 AM 100%
Inbox
Re: Thanks + Questions
Opportunity History
View all touchpoints for this opportunity
Canal, Inc
$85k • Q3 Proposal • 40%
App Demo and Trial
June 15
Fantastic! Would you be able to jump on a quick call? Here are
some times that work for me. Click on a time to schedule a s…
Sang
Branko Cerny
Director of Sales and Pro… at Canal, Inc
To: Lilly Skolnik, Sang Lee Details 10m ago
Log to Salesforce Create Task
Hi Sang,
Thanks for sending those docs over. Everyone on my team
loves using the app and interestingly enough I’ve had a few
people from our recruiting department ask about using
the app for outreach as well.
I’ve cc’d Lilly who can help introduce you to that team and
get things set up for you - you two should schedule some
time to chat.
S
To: Lilly Skolnik, Sang Lee Details
Log to Salesforce Create Task
Hi Sang,
Log emails right from
your inbox
Update your opportunities
right as they change
Log activity to your
opportunities
Create follow up tasks
before you forget
Accelerate your pipeline from anywhere
Contact
James Mock
VP of Sales at Catcorp
EMAIL
james@thecatcorporation.com
TITLE
VP of Sales
ACCOUNT NAME
Clam Networks
View Account
BIO
Co-Founder @ Clam Networks. Passionate about the
intersection between human, cat, and technology.
TWITTER
@jwmmd (7,478 followers)
Re: Checking in
Fantastic! Appreciate all the support you guys have
Yesterday
Recent Emails
Contact
James Mock
VP of Sales at Catcorp
EMAIL
james@thecatcorporation.com
TITLE
VP of Sales
ACCOUNT NAME
Clam Networks
View Account
BIO
Co-Founder @ Clam Networks. Passionate about the
intersection between human, cat, and technology.
TWITTER
@jwmmd (7,478 followers)
Re: Checking in
Fantastic! Appreciate all the support you guys have
Yesterday
Recent Emails
VP of Sales at Catcorp
EMAIL
Get contract together
Salesforce Task
Due Tomorrow
To Do
11:18 AM 100%
Mail Opens To Do Opps Contacts
Overdue
Scheduled
Thanks + Questions
Follow-up to james@thecatcorporation.com
Due Yesterday
Re: Social hour
Follow-up to sang@sanglee.me
Due 3 days ago
Ask Susie to set up accounts for catcorp
Salesforce Task
Due Today
Demo materials for Sean
Salesforce Task
Due Tomorrow
Ask Ted about shirt sizing
Salesforce Task
Due Tomorrow
Research for kittens.co demo
Salesforce Task
Due Tomorrow
Demo for the team
Follow-up to sang@kittens.co
Due Tomorrow
Get extra context around
your contacts
Integrated follow-up
reminders and tasks
Make calls via the app,
and they’ll get logged
More time
actually selling
$
Automated
activity logging
Speedier pipeline
clean up
Faster
response times
Happier Account
Executives
Immediately Enables…
Get Started Today
Contact:
Arjun Dev Arora,
arjun@immediatelyapp.com
Mobile: 415.937.8599

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Immediately Sales Deck

  • 1. Do more sales work you love, anywhere, anytime
  • 2. Companies which contacted people within an hour were sixty (60x) times more likely to connect. https://blog.kissmetrics.com/dont-lose-saas-sales/ Ah too much of a pain and no context to do this right now - I will just get back in the morning on my laptop…
  • 3. Ughhh all this time updating Salesforce is killing me… I never make it out of the office at a decent hour anymore 71% of sales reps say they spend too much time on data entry. http://www.business2com...es-01203657
  • 4. I wish I could be using my commute and travel time to do actual sales work An hour of a salesperson’s time is worth $50 an hour (assuming a $100K salary)
  • 5. Immediately is a mobile platform for modern sales professionals. Our mission is to elevate sales back to its core foundation: a relationship-driven craft. Our product is an intuitive mobile sales workflow, which helps sales professionals transform time previously spent on routine administrative tasks, into time focused on nurturing genuine connections with their customers.
  • 6. No more waiting to get back Inbox 11:18 AM 100% Logged to Salesforce Contact Info Canal Inc. $85k • Q3 Proposal • 40% App Demo and Trial Type something Re: Thanks + Questions Branko Cerny Hi Sang, Thanks for sending those docs over. Everyone on my team loves using the app and interestingly eno... 10:07 AM Log Message Contact Info Intelligent Co. $100k • Q2 Negotiation • 90% Early Access Re: Checking in Amul Arya, Diana B, Lilly S, +3 Fantastic! Appreciate all the support you guys have given us. My guys are really looking forward to meeti… 10:02 AM Where should I ship your gift? Michael Hodges, Marie-Therese C. Hi Sang, Thanks so much for upgrading to our premium tier! We’d love to send you a gift as a token of our… Log Message Contact Info 9:57 AM Where should I ship your gift? Debra Dunn Hi Sang, Thanks so much for upgrading to our premium tier! We’d love to send you a gift as a token of our 9:51 AM Search Mail Opens To Do Opps Contacts Logged to Salesforce Contact Info Canal Inc. $85k • Q3 Proposal • 40% App Demo and Trial Re: Thanks + Questions Branko Cerny Hi Sang, Thanks for sending those docs over. Everyone on my team loves using the app and interestingly eno... 10:07 AM To: Arjun Arora Re: a belated thank you Fantastic! Would you be able to jump on a quick call? Here are some times that work for me. Click on a time to schedule a meeting - it will automatically be added to both our calendars. Compose Next Meeting Templates Monday, Jul 6, 2015 Email Tracking Notify me when this email is opened Log to Salesforce Log this email to Salesforce Add Reminder Remind me about this email Remind me… In an Hour Tomorrow Notify me If I don’t receive a reply No matter what Intelligence Tools Send Here are some times that work for me. Click on a time to schedule a meeting - it will automatically be added to both our calendars.Meeting Templates Monday, Jul 6, 2015 Email Tracking Notify me when this email is opened Log to Salesforce Log this email to Salesforce Add Reminder Remind me about this email Notify me If I don’t receive a reply No matter what Intelligence Tools 11:18 AM 100% Inbox Re: Thanks + Questions Opportunity History View all touchpoints for this opportunity Canal, Inc $85k • Q3 Proposal • 40% App Demo and Trial June 15 Fantastic! Would you be able to jump on a quick call? Here are some times that work for me. Click on a time to schedule a s… Sang Branko Cerny Director of Sales and Pro… at Canal, Inc To: Lilly Skolnik, Sang Lee Details 10m ago Log to Salesforce Create Task Hi Sang, Thanks for sending those docs over. Everyone on my team loves using the app and interestingly enough I’ve had a few people from our recruiting department ask about using the app for outreach as well. I’ve cc’d Lilly who can help introduce you to that team and get things set up for you - you two should schedule some time to chat. S Opportunity History View all touchpoints for this opportunity Canal, Inc $85k • Q3 Proposal • 40% App Demo and Trial June 15 Fantastic! Would you be able to jump on a quick call? Here are some times that work for me. Click on a time to schedule a s… Sang Branko Cerny Director of Sales and Pro… at Canal, Inc To: Lilly Skolnik, Sang Lee Details 10m ago S Opportunity context right in your inbox Schedule, track and get reminded about emails. Get context on contacts and review opportunity history
  • 7. Logging. No longer painful. Inbox 11:18 AM 100% Logged to Salesforce Contact Info Canal Inc. $85k • Q3 Proposal • 40% App Demo and Trial Type something Re: Thanks + Questions Branko Cerny Hi Sang, Thanks for sending those docs over. Everyone on my team loves using the app and interestingly eno... 10:07 AM Log Message Contact Info Intelligent Co. $100k • Q2 Negotiation • 90% Early Access Re: Checking in Amul Arya, Diana B, Lilly S, +3 Fantastic! Appreciate all the support you guys have given us. My guys are really looking forward to meeti… 10:02 AM Where should I ship your gift? Michael Hodges, Marie-Therese C. Hi Sang, Thanks so much for upgrading to our premium tier! We’d love to send you a gift as a token of our… Log Message Contact Info 9:57 AM Where should I ship your gift? Debra Dunn Hi Sang, Thanks so much for upgrading to our premium tier! We’d love to send you a gift as a token of our 9:51 AM Search Mail Opens To Do Opps Contacts Type something Log Message Contact Info Intelligent Co. $100k • Q2 Negotiation • 90% Early Access Where should I ship your gift? Michael Hodges, Marie-Therese C. 9:57 AM Opportunity Amount $ 85,000 Probability 80% Stage Negotiation Clam Networks - Locking in on close Account Clam Networks View Opportunity History Create Note Log Activity Forecast Category Pipeline Description The deal is at 90% because they are at the sales process stage of evaluating our ROI justification. Close Date 2015-27-07 $ 85,000 Probability 80% Stage Negotiation Close Date Opportunity Amount $ 85,000 Probability 80% Stage Negotiation Clam Networks - Locking in on close Account Clam Networks View Opportunity History Create Note Log Activity Forecast Category Pipeline Description The deal is at 90% because they are at the sales process stage of evaluating our ROI justification. Close Date 2015-27-07 View Opportunity History Create Note Log Activity 11:18 AM 100% Inbox Re: Thanks + Questions Opportunity History View all touchpoints for this opportunity Canal, Inc $85k • Q3 Proposal • 40% App Demo and Trial June 15 Fantastic! Would you be able to jump on a quick call? Here are some times that work for me. Click on a time to schedule a s… Sang Branko Cerny Director of Sales and Pro… at Canal, Inc To: Lilly Skolnik, Sang Lee Details 10m ago Log to Salesforce Create Task Hi Sang, Thanks for sending those docs over. Everyone on my team loves using the app and interestingly enough I’ve had a few people from our recruiting department ask about using the app for outreach as well. I’ve cc’d Lilly who can help introduce you to that team and get things set up for you - you two should schedule some time to chat. S To: Lilly Skolnik, Sang Lee Details Log to Salesforce Create Task Hi Sang, Log emails right from your inbox Update your opportunities right as they change Log activity to your opportunities Create follow up tasks before you forget
  • 8. Accelerate your pipeline from anywhere Contact James Mock VP of Sales at Catcorp EMAIL james@thecatcorporation.com TITLE VP of Sales ACCOUNT NAME Clam Networks View Account BIO Co-Founder @ Clam Networks. Passionate about the intersection between human, cat, and technology. TWITTER @jwmmd (7,478 followers) Re: Checking in Fantastic! Appreciate all the support you guys have Yesterday Recent Emails Contact James Mock VP of Sales at Catcorp EMAIL james@thecatcorporation.com TITLE VP of Sales ACCOUNT NAME Clam Networks View Account BIO Co-Founder @ Clam Networks. Passionate about the intersection between human, cat, and technology. TWITTER @jwmmd (7,478 followers) Re: Checking in Fantastic! Appreciate all the support you guys have Yesterday Recent Emails VP of Sales at Catcorp EMAIL Get contract together Salesforce Task Due Tomorrow To Do 11:18 AM 100% Mail Opens To Do Opps Contacts Overdue Scheduled Thanks + Questions Follow-up to james@thecatcorporation.com Due Yesterday Re: Social hour Follow-up to sang@sanglee.me Due 3 days ago Ask Susie to set up accounts for catcorp Salesforce Task Due Today Demo materials for Sean Salesforce Task Due Tomorrow Ask Ted about shirt sizing Salesforce Task Due Tomorrow Research for kittens.co demo Salesforce Task Due Tomorrow Demo for the team Follow-up to sang@kittens.co Due Tomorrow Get extra context around your contacts Integrated follow-up reminders and tasks Make calls via the app, and they’ll get logged
  • 9. More time actually selling $ Automated activity logging Speedier pipeline clean up Faster response times Happier Account Executives Immediately Enables…
  • 10. Get Started Today Contact: Arjun Dev Arora, arjun@immediatelyapp.com Mobile: 415.937.8599