MEDDIC Opportunity Management on Salesforce.com #1 for B2B Complex sales

Rizan Flenner – CEO & Founder +1 408 757 0850 +43 664 241 34 34 rizan@iseeit.com

Sales managers daily challenges

§  Opportunity Qualification issues §  Forecast accuracy §  Slipping deals §  Deal value implosion on end of sales cycle §  Torturing lengthy forecast calls

§  Lack visibility in SF §  Inaccurate data in Salesforce §  No aggregated qualification §  No insights into activity

§  Sales support resources maxed out §  Technical, legal finance etc… §  Sales methodology not lived §  New sales people – high training efforts

Close more deals

Resource Mgmt

Qualification

Visibility

The solution for Complex B2B sales

#1 Visual Opportunity Management §  Sales Methodology §  Sales qualification §  Deal sheet §  Playbook §  Close Plan

#1 CRM

§  Contact Management §  Reporting §  Integration

iSEEit MEDDIC Opportunity Management embedded on SF.com

Native Salesforce App

ü Salesforce Security ü Native Salesforce Data ü Embedded to native UI ü New look and feel ü Additional functionality based on custom

objects

Built-in MEDDIC Checklists

Digitize your Opportunity Management

§  Visualize your sales process §  100% configurable Sales process §  Define Qualification items and milestones §  Build Checklists §  Get notification on “must haves” §  Collaborate with sales team §  Share information

MEDDIC Qualifiers in SF Forecast

Visibility for Sales Managers

§  Aggregated view of qualifiers §  Traffic light warning system §  Includable in all reports and forecast views §  Report on items such as

§  Activity §  Forecast accuracy §  Pending Events such as EB meetings, POCs.. §  Warning on Gates §  Reference clients

MEDDIC Tutorial

Built-in tutorial

§  “Out-of-the-box“ MEDDIC tutorial §  Coach sales people in the field §  Rate content and feedback to provider §  Qualification Questions to ask client §  Inspection questions for managers to coach

reps §  100% customizable

Close Plan

Manage Activities on opportunity-level

§  Easily track to-do’s & meetings §  Delegate tasks §  Plan activities around milestones §  Attach files and information §  Share with Account team and Management

Sample dashboard

Leading Indicators Reports

§  Meetings per Week / User /Account §  New Business Meetings / Quarter §  Visible Opportunities (over 250k) in quarter §  Number of POC (planned, scheduled, Done) §  Forecast deals commit, Best case

§  Reference clients §  Lost report

Start Managing MEDDIC on Salesforce

Click here to learn more about iSEEit’s MEDDIC Opportunity Manager:

now.iseeit.com/meddic-on-salesforce/