1. Picture thisNightmare Scenario: Every cost that can be cut has been cut. Theres only one way left to grow prots: grow the Top Line.You have 15 days to track all customer needs and intentions for every opportunity, provide a no uff forecast and set multiple selling strategies, adapting each one till it succeeds.What will you do? Were not saying this could ever happen - but what if it did?

2. TextText TextText Step One: Assess the Current StateHere are your tools. Identify all data that reveal customer intentions. What eldsshow the customers needs? Their interest in your solution? Their understandingthat your company can meet their needs? Their budget? Negotiation points? CRM: Not one eld about the Relationship or how its being Managed 3. Step Two: Whats the Ideal State?Visibility is a priority. Years of studies have proven that the only reliable forecasts are grounded in a company-wide selling methodology - so all views, forms, etc.must have a foundation in and reinforcement of the methodologies. Pipeline: Every view identies best practice and highlights deviation 4. Step Two: Whats the Ideal State?...adding exible tools that dont just add micromanagement metric distractions.The views you need will provide ways to spot the key data that helps prioritizeeach interaction inside and outside the organization.Pipeline: Every view identies best practice and highlights deviation 5. Step Three: Clear the DecksIf a eld isnt moving the ball forward why are we asking people to ll it out? Or take the time to decide to ignore it? Or even glance at it as they look forthe elds that will move the ball forward? And editing must be instantaneous.Blaster: Like a spreadsheet dedicated to a forecasts key metrics 6. Step Four: Do What Sells50 years of methodologies that teach people how to sell effectively - but CRM designers never got the memo.Now you need only information that showswhat your customer wants to do. The sales team has to ask the right questions to get at answers that matter. Editor: At a glance, see whether to invest more time/$ in an opportunity 7. Step Five: Act Now! Any action will have a reaction - a Result - so capture it. What did you learn?Are you probing properly? Where are you getting traction? Analyze customerinfo that leads to an even better Best Practice that will be shared with the team. Result: More than just selling info - instant surveys about your customers 8. Step Six: Plato said We Are What We Repeatedly DoExcellence there for is not an act but a habit (or a Sales Process.) Turn BestPractices into sets of Actions saving each user countless keystrokes. With a click they work through a full, battle-tested plan of how to sell like the top performer. Sales Processor: Less typing = more doing 9. Step Seven: Unlimited Convenience What was minutes of searching and clicking is nowright where you need it with one click. Plus auto-saving.Lead management and customer retention are now just part of the Process.If job-1 is the customer, why is so much time spent at the computer? 10. Step Eight: Disruption is not an option Theres no time to move/sync or upsert (?) data.Every eld reads and writes to Salesforce existing elds on Salesforce servers. 100% Salesforce: A new way to work without leaving any of the old behind 11. Come to think of it... Why would this be a Nightmare Scenario? Didnt we all expect this from CRM ever since it hit the market a couple decades ago? Isnt this exactly how every company should be operating? So make it happen. Run sales the right way.Salesforce delivers your Customer data structure and security.Just use Pipeline Manager to add Relationship & Management....and make what any salesperson asks of their client: A buying decision 12. Pipeline ManagerDo more with salesforcein much less time