Product Overview:

Sales Performance forMicrosoft Dynamics CRM

Typical Challenges facing todays Sales Environments

• Increased Competition..• Increase Customer expectations..• Longer Sales Cycle..

Aberdeen Report: Inside Sales Enablement: Let Them Drink Coffee!" (Dec. 2009) reveals under-performing companies see a year-over-year increase in their sales cycle of 12 percent, but even top 20 percent of performers experienced a lengthening of their own bid-to-win time frame.

• Embed the relationship at Sales level, own the Customer at a Company level..

Goals of Top Performing Sales Environments

• Improve overall revenue and sales effectiveness by deploying: – inside sales teams (handle top layers of corporate sales funnel)– external customer-facing teams (nurture, convert and close highly qualified leads )

• Shrink the sales cycle and improve win/loss ratio• Achieve Maximum Sales effectiveness by

– compress sales cycle elements (quote, proposal, contract, sign) into fewer interactions – drive repeatable behaviour among sales reps – deploy guided selling methodologies to help sales reps identify the optimal message and

timing at each stage of the sales cycle

• Better understanding of – target audience and customers– pipeline (stalled sales, underperforming sales)– behaviour's that will result in a win / loss

What does the Sales user want?

• Simple easy-to-use System• Access to the right information at the right time• Must add value to Sales person daily life• Less time entering data, more time selling• Help them identify who they should focus on

How can we help you achieve this?

Microsoft Dynamics CRM- Industry leading Full Suite CRM Application

Sales Performance for Dynamics CRM- pre-packaged Account Management & Pipeline Methodology & Reporting add-on

Sales Performance for Microsoft Dynamics CRM

Company Background

• Karabina Software, is a division of the iSPartners Group– Leading Microsoft-based Business Technology Solutions company– 10 years history building solutions for Blue Chip Companies across all

industries– Over 34 Local and International awards – BI, CRM & Enterprise Collaboration– Staff compliment - over 120 people

• Focused on Software Development & Distribution– Simple easy-to-use software – Same day installation– Instant Return on Investment– Improve Business Insight & Customer Intimacy

Product Overview

Sales Performance is pre-packaged functionality for Dynamics CRM that will reduce project delivery time and improve customer acquisition and

retention processes within your sales environment.

Features

• Same-Day-Switch-on, making use of standard Microsoft Dynamics CRM deployed or hosted environment.

• Methodology-based Opportunity Management– Embed your Sales Methodology to ensure accurate pipeline forecasting– Review a full audit history of progress through each sales stage– Set Competitor Strategies, and track their strengths and weaknesses– Set Goals (Targets) against sales individuals and Service/Product Offerings

• Account Planning & Scheduling Management– Automated Scheduling & Reminders– Account Planning objectives– Call Reports– Activity & Outcomes Management

• Out-of-the-Box Reports & Dashboards– Sales Individual & Sales Manager Dashboard– Win/Loss Ratio & Competitors Report– Lost Opportunity Report

• Easy to Customise and Extend

Benefits

improve productivity by enabling team to access and collaborate on relevant information

gain better real-time visibility on your sales activities in order to confidently forecast pipeline and sales closures.

improve organisational effectiveness by ensuring sales focus on Account & Pipeline Management processes

drive profitable relationships by providing a 360-degree view of customer information & CRM system

drive sales excellence and consistency in your sales environment by implementing a solution selling methodology to qualify and close more deals

Same-day-Switch-on

• Based on install on an existing Dynamic CRM Environment – Hosted or Deployed

• Administrator Rights• 4hrs for Installation & Testing• 4hrs for Admin Training• Excludes any customizations & configurations

Sales Performance for Microsoft Dynamics CRM

Product Demonstration & Screen Shots

Methodology Based: Sales Opportunity Lifecycle

13

Fully configurable opportunity

lifecycle

Methodology Based: Sales Stage Tracking

Comprehensive stage tracking

and progression

Detailed opportunity

tracking

Methodology Based: Sales Stage History and Audit

Review a full audit of sales

stage progression

Quickly view stage

progression history

Account Management: Schedule & Remind

Schedule Category,

Frequency, Dates & Times

Account Management: Appointments

Create or View appointment

Agenda, Objectives &

Attendees

View a summary of all

Account Management appointments

Account Management: Call Report

Capture Call Report to

Summarise meeting

Reminders and notes

Assigned Tasks, Red Flag Items

or New Business Actions

Account Management: Customer Summary

Automatically send Customer a Summary of the Call Report

and Actions

Account Management: Dashboards

Summary Dashboards

showing Account Manager Activities

Dashboards and Reporting

Automated reporting –

reports in your Inbox

Enables accurate and

relevant reports

Real-Time Dashboards

and Statistics

Advanced Sales Analytics Dashboards

Wide array of pre-built and configurable dashboards(*Optional)

Additional information available from:

Thanks for your time

+2711 463-8155

info@Karabina.co.za

http://www.karabina.co.za

http://www.linkedin.com/Karabinasa

http://www.youtube.com/karabinasa

http://twitter.com/karabina