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©2013 InsideView. All rights reserved. ©2013 InsideView. All rights reserved. Enabling your CRM with CRM Intelligence Brian Kelly, CMO InsideView

Enabling your CRM with CRM Intelligence

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Did you know? ‣ 57% of decision process is made before the first sales call. ‣ 74% of marketers are challenged to generate high-quality leads ‣ 65% of rep’s time is spent not selling, and only 63% make quota ‣ Cold calling and unsolicited email campaigns barely have a pulse ‣ 74% of sales teams have poor CRM adoption In this presentation by InsideView CMO, Brian Kelly, you'll learn new smart social selling strategies. He'll show you how to infuse CRM intelligence into your social selling activities so you can: • Engage prospects with relevant offers, at the right time • Identify and prioritize leads with the highest probability to close • Find and leverage your professional connection network for warm introductions and referrals • Leverage accurate data, relevant insights, and professional connections from within your CRM system

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Page 1: Enabling your CRM with CRM Intelligence

©2013 InsideView. All rights reserved. ©2013 InsideView. All rights reserved.

Enabling your CRM with CRM Intelligence

Brian Kelly, CMOInsideView

Page 2: Enabling your CRM with CRM Intelligence

©2013 InsideView. All rights reserved. ©2013 InsideView. All rights reserved.

MARKETING & SELLING B2B HAS CHANGED

‣ 57% of decision process is made before the first sales call.

‣ 74% of marketers are challenged to generate high-quality leads

‣ 65% of rep’s time is spent not selling, and only 63% make quota

‣ Cold calling and unsolicited email campaigns barely have a pulse

‣ 74% of sales teams have poor CRM adoption

Page 3: Enabling your CRM with CRM Intelligence

©2013 InsideView. All rights reserved. ©2013 InsideView. All rights reserved.

INSIDEVIEW IS CRM INTELLIGENCE

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GET MORE LEADS

WIN MORE DEALS

RETAIN AND GROW ACCOUNTS

Page 4: Enabling your CRM with CRM Intelligence

©2013 InsideView. All rights reserved.

CRM INTELLIGENCE PLATFORM WE DELIVER THE ESSENTIAL COMPONENTS OF CRM INTELLIGENCE

DATA

INSIGHTS

CONNECTIONS

Page 5: Enabling your CRM with CRM Intelligence

©2013 InsideView. All rights reserved.

CRM INTELLIGENCE ACCURATE DATA

THE MOST COMPLETE, ACCURATE DATA

‣ Deep data science: Proprietary triangulation and validation across 30,000+ sources

‣ Real-time updates of company and contacts

‣ Exclusively B2B company data with emphasis on decision-makers

NEWSFINANCIAL SOCIAL

CRM INTELLIGENCE PLATFORM

DATA

Page 6: Enabling your CRM with CRM Intelligence

©2013 InsideView. All rights reserved.

CRM INTELLIGENCE ACCURATE DATA

CRM INTELLIGENCE PLATFORM

INSIGHTS

TIMELY, ACCURATE INSIGHTS

‣ Engage prospects and customers with relevant insights.

‣ Alerts about contacts and company dynamics

‣ Build custom segmented watch lists and alerts

Page 7: Enabling your CRM with CRM Intelligence

©2013 InsideView. All rights reserved.

CRM INTELLIGENCE ACCURATE DATA

CRM INTELLIGENCE PLATFORM

CONNECTIONS

COMPREHENSIVE CONNECTIONS NETWORK

‣ Maximize the potential of all your connections

‣ Aggregates connection networks (Linkedin, Facebook, Outlook, etc.) within a comprehensive, private cloud

Page 8: Enabling your CRM with CRM Intelligence

©2013 InsideView. All rights reserved.

CRM INTELLIGENCE ACCURATE DATA

NATIVE CRM INTEGRATION

CRM INTELLIGENCE PLATFORM

‣ Integrated with Salesforce.com

‣ Easy, fast implementation in minutes

Page 9: Enabling your CRM with CRM Intelligence

©2013 InsideView. All rights reserved.

CRM INTELLIGENCE SOLUTIONS

‣ FIND MORE LEADS

‣ WIN MORE DEALS

‣ RETAIN AND GROW

CRM INTELLIGENCE PLATFORM

INSIDEVIEW SOLUTIONS

SALES

ACCOUNT MANAGEMENT

MARKETINGDATA

INSIGHTS

CONNECTIONS

Page 10: Enabling your CRM with CRM Intelligence

©2013 InsideView. All rights reserved.

INSIDEVIEW SOLUTIONS

‣ FIND MORE LEADS

‣ WIN MORE DEALS

Capture leads from any source (web forms, events, manual input, etc)

Clean and Enrich sparse leads

‣ RETAIN AND GROW

Accurate leads delivered quickly, actionable

Alerts about people and company changes

MARKETING

SALES

ACCOUNTMANAGEMENT

Score & route leads faster

Target buyers with timely, relevant campaigns

Engage prospects with Insights and Connections

Cross-sell and upsell your accounts

Manage more accounts

SALES

ACCOUNT MANAGEMENT

MARKETING

Page 11: Enabling your CRM with CRM Intelligence

©2013 InsideView. All rights reserved.

CRM INTELLIGENCEDELIVERS RESULTS

An 66% improvement in

form conversions.

Reduce attrition and Identified upsell opportunities across 1000’s of accounts.

22% Lead Conversion12% Increase in Win Rate33% Increase in Average Deal Size

SALESWin more deals

ACCOUNT MANAGEMENT

Retain more customers

MARKETINGFind more leads

Page 12: Enabling your CRM with CRM Intelligence

©2013 InsideView. All rights reserved.

Salesforce.comInsideView UserSurvey Says… Love our data

Rely on InsideView to close

Build better lists

Essential to Sales process

Data Accuracy Key to Deal Closes

List Building Essential to Sales

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

InsideView Users on Sales-force.com

Page 13: Enabling your CRM with CRM Intelligence

©2013 InsideView. All rights reserved. ©2013 InsideView. All rights reserved.

Thank You

Brian Kelly, [email protected]

CRM Intelligence is here