CRM Master Toolset Mail Deck
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Transcript of CRM Master Toolset Mail Deck
Lead
s So
urce
With the Business Intelligence module, leads generated, filtered for contextual relationships search Leads are the starting place. The CRM is the master tool set for sales and service
Mas
ter C
RM
Par
tner
sEnhanced Sales and Service Master ToolsetReal-time intelligence of managed opportunities , contacts and accounts Pre-knowledge of market place issues via the business intelligence module
Mem
eSpr
ing
BIM
Mod
ule API into CRM for
Business Intelligence Module
Wrap around engagement opportunity through the CRM
Enable companies to hear their clients across the web and Social Media to be proactive to service needs
Opp
ortu
nity
Eng
agem
ent
Better intelligence of pain points, service and sales opportunitiesBetter intelligence of target including web, Social Media and market vertical contextuallyInformation across 20 web sources -Google, Bing, Yahoo, Twitter, Linked, Facebook, etc. pushed for real time business intelligence
Increased Conversion Rate
CRM Master Toolset integrated with Business Intelligence Module – Semantic (Contextual) Search to enable teams to understand opportunities filtered by needs in context, and know their
leads voice across Social Media and the web prior to engagement
Opportunity for Business Development Relationship
“BUSINESS INTELLIGENCE MODULE” ENABLED FOR A CRM MASTER
TOOLSET
SO HOW DOES THE TECHNOLOGY WORK? Sales engagement has traditionally been dependent on cold calls, emails and personal relationships,
without a repeatable process for an entire organization. The Business Intelligence Module is aimed at making sales process-oriented, efficient and effective.
The technology personalizes and filters the research with contextual relevance to identify potential selling opportunities. The product— which can work in a web browser or inside a CRM— is a real-time search and filter of information about corporations collected from a variety of sources in-cluding blogs, social networks, etc. along with the data traditional sources to provide the sales-person with a clear picture of the prospect’s Internal structure and dynamics.
The product— which can work in a web browser or inside a CRM— can be set for push as well as pull options to feed the team with relevant information on their opportunities across a wide
Conversions in the past w/o Intelligence
Increased conversion rates with Intelligence of relevant client need filtered with context
Opportunities
Contacts
Leads
RESULTS: INCREASED CONVERSION, SHORTER CY-CLES
Shortened engagement sales
cycle
Earlier qualified opportunities
Better focused engagement teams
Sales and Service Teams armed with contextually filtered
relevant data on the client to engage for best results
Customizable API sources crawled for what a client may want to monitor filtered by context
CRM Business
Intelligence Module
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CRM Business Intelligence Module
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Social Media, Blogs and Search Engines
Selected Social Media, Blogs, Search Engines and Business Publications
NEXT STEPS:Is there a value to enable the CRM vendors to use your leads and our contextual search business intelligence module within the CRM?
If yes then: Reach out to me now at the contact information below
Who are the key decision makers for the opportunity?
Lets schedule a next steps meeting together to catch people up and get their acceptance of value.
What is needed to share for the opportunity to go forward?
Contact Information
Justin Smith
Mobile: (425) 736- 4590
Email: [email protected]
Twitter: JSatGS