Sell Together, Win Together: How Canada Life deliver Sales Excellence with Salesforce
Marketing and Sales together at last
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Transcript of Marketing and Sales together at last
Our Speakers
Amit Yougesh TugnaitProject Manager
OSSCube
John BernardExecutive Vice PresidentOSSCube
• Missing revenue targets• Losing customers to competition• Running over budget• Cost of sales too high• Teams working in silos
Barriers to Success
• Marketing and sales doing their own thing• Poor lead quality • Low conversion rates• Lack of follow up• Low Sales Productivity• Two sales reps calling the same prospect
Symptoms
Sugar 7 - Next Generation CRM
• Enterprise ready – IBM case study• Recognized by Gartner as a Visionary Leader• Fastest growing CRM solution
Sugar7 - Next Generation CRM
INNOVATION FLEXIBILITY VALUE
• Modern and immersive user experience• Consistent interface across all devices• Integrated collaboration tools to break down silos• Single pane of glass to provide 360° view
Sugar7 - Next Generation CRM
INNOVATION FLEXIBILITY VALUE
• Broadest range of deployment options on-premise or cloud• Easily integrates with 3rd party data sources• Most highly customizable platform based on open technologies• Seamlessly scales with the needs of your business
INNOVATION FLEXIBILITY VALUE
• Simple, predictable pricing with no hidden fees or forced upgrades• Industry’s most innovative, robust CRM at an affordable price • Fuses the simplicity, mobility and social aspects of a consumer app
for all customer-facing employees • Reduce TCO by 50% or more!
Sugar7 - Next Generation CRM
2008 2009 2010 2011 2012 20132014
2015
Act-On founded
to create new technology that helps marketers drive business.
Beta customers give market validation. Engineers write lots of code fueled by spicy
food and beer.
Commercial traction
with over 100 customers.
Venture capitalists invest
Fastest growing company in marketing
automation with over 500 customers.
Wins Rising Star Award in Oregon.
Over 1,000 customers and over 100 employees.
Acclaimed by Forbes, Inc. 500 and Deloitte 500.
Almost 2,000 customers and over
200 employees.
Recognized as leaderby Forrester Research
Wins Inc. 500 and Deloitte 500 awards again.
Over 3,000 customers and 400 employees.
Act-On Marketing Automation
Act-On Marketing Automation
• Stay engaged with your audience!• All-In-One Integrated Marketing Suite
‒ Helping marketers to tie inbound, outbound and nurturing programs together for greater ROMI
‒ Create, manage, and report on multi-channel marketing programs E-mail, web, mobile and social
• Out of the box SugarCRM integration• Monthly contract – no long term commitment
How?Act-On Marketing Automation
• Email‒ Personalized, relevant and on any device
• Forms & LP‒ Optimize to capture
• Website Prospector‒ From anonymous to known
• Events‒ Webinars‒ Trade shows
Nearly two centuries of helping businesses build their relationship platform
• The world’s largest commercial database‒ 30,000 data sources‒ 5 million updates per day
• One of the largest, most accurate contact databases (Dun & Bradstreet NetProspex)‒ More than 240 million company records ‒ Our patented DUNSRight™ data quality
process
Dun & Bradstreet
Missing, incomplete, or outdated information
Fresh and complete information
Limited or no company research
Company research, industry research, and talking points
Not enough new prospects
Find new prospects and upsell current customers
25%Sales
Opportunity Growth
19% Higher team
Attainment of Sales Quota
33%Shorter Sales
Cycle
23%Sales
Production Boost
21%Increase in
CRM Adoption
Dun & Bradstreet
Results:
The Problem
• Company is growing rapidly• Applications are not scalable or integrated• Technology platform was not available to
support business growth initiatives
The Journey
• Migrated to SugarCRM and Act-On‒ From Zoho and HubSpot‒ Integrated Survey Gizmo‒ Integrated web forms‒ Utilizing D&B for data validation
• Developing portal for extracting value from data and P2P communication
• Scalable and seamless integration
The Results
• Extensible technology platform to support business growth
• Increased productivity• Able to launch new practice area
‒ Monetizing data
The Problem
• Decentralized software solutions prevented integration of marketing and sales• Specific issue for marketing with crm
• Specific issue for sales and customer value
• Specific issue for data source enrichment
[figure showing many disjoint applications, CRM, marketing, data warehouse, ERP, survey, web]
A Complete Customer Acquisition and Retention Solution
Seamlessly integrate best-of-breed applications• Marketing automation – Act-On
• Customer relationship management – SugarCRM
• Data quality and enrichment – Dun and Bradstreet
• Other 3rd party applications
The Solution
A Complete Customer Acquisition and Retention Solution
Seamlessly integrate best-of-breed applications• Act-on out of the box integration with SugarCRM 7.5
Professional
Increase Total Customer Value
• Complete customer acquisition and retention solution
• Seamlessly integrate best of breed applications‒ CRM – SugarCRM‒ Marketing Automation – Act-On‒ Content Management - Drupal
• Dynamically adapts content to audience‒ Improved conversion rates‒ Shorter sales cycles
A Complete Customer Acquisition and Retention Solution
Seamlessly integrate best-of-breed applications• Customer Relationship management – SugarCRM
• Marketing automation – Act-On
• Data quality and enrichment – Dun and Bradstreet
• Web content management
• Enterprise resource planning (ERP)
• Other 3rd party applications and tools
Increase Total Customer Value