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Salesforce demo intro deck
- 1. Sunny Corp + Tim Murphy Lead Business Consultant tim.murphy@perficient.com
- 2. What we heard: Business Goals Revenue growth • Increase total revenue by 40% YoY • FY18: 1.05B Expansion • Expand into SMB and B2C markets Market share • Increase market share: • Americas: > 25% • EMEA > 30%
- 3. What we heard: Key challenges High contact = High cost Reporting • Largely absent and manual • Management spends 20 hours/week reporting • Lacking accurate picture of business to adapt a go-to-market strategy High contact = High cost • High touch approach will not scale for SMB and B2C sales Productivity & Collaboration • No mobile access prevents reps from managing relationships from anywhere • Lost selling time preparing new reps
- 4. What we heard: Priorities • Reduce manual effort required to manage pipeline • Increase customer engagement and education through automation and self- service • Decrease onboarding/ramp-up time • Enable access anytime, anywhere • Track activities, notes, and next steps • Improve SMB close rate • 360° view of customer • Enable collaboration across the org to promote team selling • Real-time data • Identify pipeline and sales rep performance • Exploit data gathered from Sunny Corp’s data products • Make data-driven decisions Key Priorities
- 5. Demo Personas Customer Pipeline & activity management Mobile access Collaboration Account management Reports & dashboards Customer engagement Access to account information Self-service Sales Manager Sales Rep
Editor's Notes
- [Update the following notes with your name, title, and the appropriate company name.] Hi Everyone, my name is [Tim Murphy] and I’m a [Lead Business Consultant]. Over the past few weeks, we’ve had the opportunity to learn about [Sunny Corp]. Today, I’ll provide a summary of what we’ve heard in terms of business goals and the challenges standing in your way before walking you through exactly how Salesforce meets your business needs.
- We heard your three primary goals are revenue growth, increasing market share, and expansion into new markets. You want to become a billion dollar company by end of fiscal year 2018 and increasing market share is a big part of that. In addition, expansion into SMB and B2C markets will enable top-line growth.
- We heard there are several challenges to reaching those primary goals. High contact = High cost Talking points about challenge #1 Productivity & Collaboration Talking points about challenge #2 Reporting Talking points about challenge #3
- Low Contact = Low Cost Leveraging automation and self-service to manage the increase in opportunity volume. Access & Efficiency: Getting back hours of lost selling time. Enabling reps to efficiently document their customer interactions. Improving the close rate so we have a better ROI on the time we’re investing in selling. Visibility & Collaboration: Promote collaboration across the company usin Provide users a comprehensive understanding of our relationship with a customer in real-time. Reporting Automatically provide key reports to management – empower them to make data-driven decisions. - identifying high and low performers can help management establish sessions for sharing best practices. Utilize product data to inform customers and product management.