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Take a huge leap in your ability to identify the best prospects and opportunities in your Salesforce CRM 1 Going visual with the Board TM is the best investment you’ll ever make in your salespeople. Ruaidhri O’Brien, Sales & Marketing Manager, Prodieco. [Salesforce.com user)

Turn Salesforce.com into a Powerful Tool for Business Development

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Page 1: Turn Salesforce.com into a Powerful Tool for Business Development

Take a huge leap in your ability toidentify the best prospects and

opportunities in your Salesforce

CRM

1

Going visual with the BoardTM is the best investment you’ll ever make in your salespeople. Ruaidhri O’Brien, Sales & Marketing Manager, Prodieco. [Salesforce.com user)

Page 2: Turn Salesforce.com into a Powerful Tool for Business Development

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Background

We all know the power of Salesforce.com CRMto capture details of our opportunities anddeals.

Page 3: Turn Salesforce.com into a Powerful Tool for Business Development

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You’ll be familiar with Opportunity

Stages

You might use different labels, but you get the idea.

Page 4: Turn Salesforce.com into a Powerful Tool for Business Development

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You’ll also be familiar

with the Opportunity

Listing

Page 5: Turn Salesforce.com into a Powerful Tool for Business Development

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Have you ever found yourself asking the ‘the wood from the trees’ questions?

Which exactly are the hot opportunities?

Which deals need urgent attention?

Which deals are dead – for now?

Page 6: Turn Salesforce.com into a Powerful Tool for Business Development

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The Board

SystemTM

Answers the Questions

The BoardTM is a simple, but powerful system that visualises the sales pipeline, so that it’s much easier to see what’s hot and what’s not.

Page 7: Turn Salesforce.com into a Powerful Tool for Business Development

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The Visual Board SystemTM can

now be implemented in Salesforce.com

The Board is an excellent tool for managing the right actions and steps across the various prospect stages and producing far more accurate forecasts in Salesforce.com. Barry Sinnott. Head of Sales, Irish Life Corporate.

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Now you can quickly figure

out which Prospects are Playing Ball

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Visually isolate the

Stalled Deals and Prospects

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What’s needed to move each

deal forward?

Create a Next StepMindset across the Sales Team

Page 11: Turn Salesforce.com into a Powerful Tool for Business Development

Spot those Prospects that go off the radar and can too easily get forgotten

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Page 12: Turn Salesforce.com into a Powerful Tool for Business Development

When you visualise the pipeline, it’s easier to identify the deals that are “no” deals

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Page 13: Turn Salesforce.com into a Powerful Tool for Business Development

Some deals suddenly go quiet. You need to be able to spot them quickly.

13

Page 14: Turn Salesforce.com into a Powerful Tool for Business Development

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Now you can see ahead,

and fill gaps in the forecast, much faster

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And the BoardTM

makes it easy to have a

meaningful one-on-one conversation

with each salesperson

Experienced users of the Board system, cite this as one of the most valuable benefits.

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Turn Your Sales Process into an

Income-Producing

Tooland not an

admin chore!

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The BoardTM is simple and intelligent…and a powerful visual sales process with tested selling approaches that actually work. John Weeks, Chairman, Mintel.

Page 18: Turn Salesforce.com into a Powerful Tool for Business Development

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The Board

SystemTM Engages the Sales Team

Using the Board is like giving each salesperson their personal mentor. It's the best investment you'll ever make in your salespeople. Ruaidhri O’Brien. Head of Sales & Marketing, Prodieco.

Page 19: Turn Salesforce.com into a Powerful Tool for Business Development

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Over 10,0000

Sales Teams have used

The Board

SystemTM

The BoardTM can now be implemented in your Salesforce.com CRM

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We provide the training, the

toolkit, tactics and the know-

how to implement The BoardTM system

in Salesforce.com

1. Customise a Common Language & The BoardTM for your business.

2. Supply the Manager Toolkit for running the The BoardTM.

3. Train your Sales Team to use the Board System™

4. Follow - Through and Supports.We’ve implemented the BoardTM in hundreds of companies, ranging from start-ups to multinationals.

Page 21: Turn Salesforce.com into a Powerful Tool for Business Development

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Here is a useful link for your

Salesforce.com Admin

http://www.visuforce.com/salesforce-visual-tool/

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Contact Michael McGowanwww.visuforce.comp: IRL & EMEA: +353 1 9081298 | U.K. +44 207 1830165 | U.S.A +1 914 265 1260 | Mobile: +353-87-9449521e: [email protected]