iSEEit Opportunity Manager on salesforce.com

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Opportunity Manageron Salesforce.com

#1 for B2B Complex Sales

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Sales Managers Daily Challenges Opportunity Qualification issues

Forecast accuracy Slipping deals Deal value implosion by end of sales cycle Torturing lengthy forecast calls

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

Sales support resources maxed out Technical, legal finance etc… Less adoption rate: Sales methodology & CRM New sales people – high training efforts

Close more deals

Resource Mgmt

Qualification

Visibility

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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

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iSEEit Opportunity Management embedded on SF.com

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Native Salesforce App

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

custom objects

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Built in Checklists

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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

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Qualifiers in Salesforce Forecast

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Visibility for Sales Managers Aggregated view of qualifiers Traffic light warning system Included 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

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Tutorial

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Built-In Tutorial

Coach your sales people in the field Rate content and feedback to provider Qualification Questions to ask client „out of the box“ MEDDIC tutorial 100% customizable

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Close Plan

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Manage Activities on Opportunity Level Easy track To-Do’s and Meetings Delegate Tasks Plan Activities around Milestones Attach Files and Information Share with Account Team and

Management

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Sample Dashboard

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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

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WEB: now.iseeit.comemail: [email protected]: +1 408 757 0850

OpportunityManager