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Take a huge leap in your ability toidentify the best prospects and
opportunities in your Salesforce
CRM
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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)
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Background
We all know the power of Salesforce.com CRMto capture details of our opportunities anddeals.
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You’ll be familiar with Opportunity
Stages
You might use different labels, but you get the idea.
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You’ll also be familiar
with the Opportunity
Listing
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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?
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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.
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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
Spot those Prospects that go off the radar and can too easily get forgotten
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When you visualise the pipeline, it’s easier to identify the deals that are “no” deals
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Some deals suddenly go quiet. You need to be able to spot them quickly.
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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.
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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.
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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.
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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]