Less Administration. More Sales.

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Patrick Benson
6 years ago
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1 Webinar: Less Administration. More Sales. Speakers: Vlad Voskresensky CEO, Invisible Solutions Eric Dreshfield Salesforce MVP

Speakers Eric Dreshfield Salesforce MVP Eric Dreshfield is the founder of Midwest Dreamin, a Salesforce Community-led User Conference.

With over 25 years experience in business analytics, accounting, governmental grant & contract administration, data mining, six sigma

Vlad Voskresensky CEO, Invisible Solutions Vlad is one of the original founders of Invisible.io. Prior to that he was co-founder and CEO of Afortio, software development company (acquired by NYSE:EPAM).

2 Speakers Eric Dreshfield Salesforce MVP Eric Dreshfield is the founder of Midwest Dreamin, a Salesforce Community-led User Conference. Eric was first named a Salesforce MVP in Spring, 2013, and has be honored with the title annually since. With over 25 years experience in business analytics, accounting, governmental grant & contract administration, data mining, six sigma methodologies, and a wide array of other business-related fields, Eric s a leader in the Salesforce Community, and Advocacy Manager at Apttus. Vlad Voskresensky CEO, Invisible Solutions Vlad is one of the original founders of Invisible.io. Prior to that he was co-founder and CEO of Afortio, software development company (acquired by NYSE:EPAM). Experienced in executive management and new business development, Voskresensky is responsible for the company s overall strategy and key management direction.

3 Agenda CRM automation sometimes fail. Why so? How to avoid the risks? Raising productivity: focus on Sales, not Administration Why CRM to Outlook integration is vital Live Demo of SmartCloud Connect

4 Why do we even need CRM? Some challenges in todays Sales Poor forecasting accuracy Customer information not in sync with reality Lack of time for selling Long and costly sales cycle Low sales force productivity Gartner: on average, Sales reps are spending only ~35% of their time for actual selling

5 Why CRM automation sometimes fail? Reason #1: Poor user adoption Lack of integration into what people already use Mobile is overlooked Not sufficient user training System of records OR system of actions?

6 How avoid risks, raise productivity and increase ROI? Do not change people, change the software Proper integration: make CRM invisible Access business information from anywhere Ultimate automation Utilize power of AI

7 Do not change people, change the software Unload your sales from admin tasks, let them sell! They live in Inbox & Calendar, lets meld CRM into there CRM should not be reporting tool, it should be a helper to sell Multiple form factor same functionality Take repeatable actions from Sales plate and automate it

8 Why CRM to Outlook integration is vital Mailbox & Calendar are the most useful sales tools Bi-directional smart (!) sync Ability to use multiple devices Info and UI should be contextual Business information should be accessible from anywhere

9 Ultimate Automation and actions suggestions Automated & events tracking in a real time Using of templates Automated pre-filling data Workflow Smart and timely notifications

10 Potential power of AI Smart suggestions Using of enterprise sales best practices Line-Of-Business specific Accurate forecasting Information is actionable, not static

11 Example of proper tool: SmartCloud Connect for Salesforce Smart Cloud Connect powered by Invisible.io is an application that address main todays Enterprise Sales challenges: Provides seamless integration between Microsoft Outlook, Office 365, Gmail and Salesforce Allows users to use various native mobile applications Available for the wide range of clients Allows to perform all business operations familiar applications All data in cloud, quickly accessible and safe Powerful AI tools and outstanding customization capabilities

12 Impact on productivity (real life statistic)

13 Live Demo

Midwest Dreamin is a community led, community run event.

User Group event with marquee quality speakers to the Midwest for learning

Midwest Dreamin, now in its 5 th year, being held at the Palmer House a

addresses from Ayori Selassie, Product Marketing Manager, Einstein,

14 Midwest Dreamin is a community led, community run event. Organized by regional user group leaders who had a dream to bring a Super User Group event with marquee quality speakers to the Midwest for learning and networking. Midwest Dreamin, now in its 5 th year, being held at the Palmer House a Hilton Hotel, in Chicago, IL on August 10 th & 11 th, will feature keynote addresses from Ayori Selassie, Product Marketing Manager, Einstein, Salesforce; James Loduca, Director of Equality Programs, Salesforce; and Peter Coffee, VP, Strategic Research, Salesforce. For complete event details, please visit midwestdreamin.com.

15 There are two reasons why we have pipeline meetings:

16 Thanks! smartcloudconnect.io microsoft.com

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