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TruVoice Nominations - a Salesforce.com application

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Efficiently and accurately submit decision maker's contact information to Primary Intelligence for your Win Loss and Customer Experience programs.

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Page 1: TruVoice Nominations -  a Salesforce.com application

TruVoice™ Nominationsfor Salesforce.com

Efficiently and accurately

submit buyer contact

information to Primary

Intelligence for your Win

Loss and Customer

Experience programs

Page 2: TruVoice Nominations -  a Salesforce.com application

Salesforce.com Connection

TruVoice™ Nominations connects your Salesforce.com data to the research managed by your Primary Intelligence program team. In just a few clicks you'll send account details, contact information, and custom interview questions to Primary Intelligence to begin collecting its industry-leading Win Loss and Customer Experience intelligence.

Sensitive information is securely and accurately sent from Salesforce to Primary Intelligence

Add custom questions, notes, roles, and contact priorities Reduce the cycle time for sending contact information to

improve the quality of the research

Click here to contact us for a demo

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Information Pulled from Salesforce

• Account Name• Account Phone• Notes (notes entered in Submit for

Review; no other notes collected) • Opportunity Id• Opportunity Close Date • Opportunity Deal Size (as selected in

Submit for Review)• Opportunity Name • Opportunity Owner First Name • Opportunity Owner Last Name • Opportunity Owner Email

• Opportunity Stage (as selected in Nominations)

• Outcome (as selected in Nominations)

• Contact Id• Contact First Name • Contact Last Name • Contact Title • Contact Email • Contact Phone• Contact Country • Contact Role

Click here to contact us for a demo

With TruVoice Nominations, Primary Intelligence pulls the following information from your Salesforce database:

Page 8: TruVoice Nominations -  a Salesforce.com application

Pricing and Installation

Price: No charge for Primary Intelligence customersInstallation time: 15 to 30 minutesInstallation requirements: Salesforce.com administrator privileges, license key from Primary Intelligence

Supported Salesforce EditionsProfessional, Enterprise, Unlimited, Developer

Supported Operating SystemsWindows XP, Windows 7, Windows 8, iOS, OSX

Supported BrowsersChrome (recommended), Firefox, Internet Explorer, Safari

Installation and on-going support provided by Primary Intelligence.

Click here to contact us for a demo

Page 9: TruVoice Nominations -  a Salesforce.com application

Free for PI Clients

This app is exclusive to Primary Intelligence clients.

Primary Intelligence is the industry leader in Win Loss and Customer Experience intelligence. We answer your questions in the words of your buyers.

Contact us today at 801-838-9600 or [email protected].

Click here to contact us for a demo

Additional TruVoice for Salesforce.com Applications

TruVoice Competitors – Increase your competitive advantage. Gain insights into your competition’s price position, performance in key decision drivers, and common strengths and weaknesses, all from the perspective of buyers.

TruVoice References – Find references that align with your current sales opportunity’s needs using your voice of the buyer feedback collected by Primary Intelligence. COMING SOON!

TruVoice Profiler – Provide direct links to the full opportunity profile and analysis created by Primary Intelligence in the Account or Opportunity tabs. In depth profiles are just a click away! COMING SOON!