Salesforce Lightning Pro Vs. Salesforce Lightning Enterprise
Close more deals with Salesforce in your Gmail by Collabspot
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www.collabspot.com Customer Success Team [email protected] May 2014 Close more deals within your Gmail with Collabspot for Salesforce
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COLLABSPOT SOLUTION TO SALES REP CHALLENGES Salesforce and Google Apps in 1 place: Gmail, Calendar, Contacts, Salesforce Do you spend too much time flipping back and forth between Gmail and Salesforce ? CONVERT THIS TIME INTO DOLLARS Close more deals using - Email Templates - Email Tracking - Create & Follow-up Tasks - Instant Email Notification ALL WITHIN GMAIL
Transcript of Close more deals with Salesforce in your Gmail by Collabspot
www.collabspot.com Customer Success [email protected] May 2014
Close more deals within your Gmailwith Collabspot for Salesforce
Table of contents
Close more deals within your Gmail
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Sales Rep Challenges
Our Solutions to Sales Rep challenges
Benefits of Collabspot Solutions
How to get Collabspot into your company
How much does it cost
Links6
Sales Rep Challenge # 1 Too much time spent switching among sales tools and moving information from one to the other
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Uses Gmail to communicate with clients, partners and colleagues.
Uses Salesforce to manage Leads, Opportunities, Account Plans and Contacts
Uses Calendar to keep track of their meetings and other client actions
Which App is my Homepage?
Close more deals within your Gmail
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Sales Rep Challenge # 2 Tracking the status of all leads and making the right next step with all of them
5 reply the
20 emails are sent to sales
leads
5 open the
10 do nothing
Later:Every day: Meaning that:
Sales rep needs to handle huge amount of actions:
● Remember to reply to emails and to send reminder to idle previous emails
● Put together the right content for each scenario
● Keep track of the status of all this communication
● Update the lead status in Sugar CRM
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...Close more deals within your Gmail
How do I become a better sales rep
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Sales Rep Challenge # 3 Becoming a better performing Sales rep without access to the data on “what does really work”
It would be helpful to know:
● What email content works best in different situation?
● How long should I wait before I send remind to the idle previous email
● What works for my colleagues? How can I learn from the best?
Close more deals within your Gmail
?
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Challenge resolved # 1Salesforce integration with Gmail and Calendar enables easy & seamless flow of information
1. Send later is useful when your clients reside in different timezones and you want the email to arrive at the right time of a day.
Add to SalesforceSalesforce
control panel
Use email Templates
Track statusAdd to Salesforce
Close more deals within your Gmail
Close more deals within your Gmail
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Challenge resolved # 2Access to templates, reminders to take action and overview of a closure stage for all sales leads
...
Timeline of a Sales Lead How does Collabspot help
Sales rep receives a lead and he emails or calls the client
2 Time passes by before the client...
3
4
Opens an email
Visits the web
Does nothing
Another action by our Sales guy
Opens Proposal
1 1-click to input the right template and choose the “send later” functionality1
Reminder to take action after pre-set period of time
Overview of closure stages for all the leads in sales pipeline
The right template at the right time for each step of a sales cycle
Constant synchronization with CRM system directly from Gmail
1. Send later is useful when your clients reside in different timezones and you want the email to arrive at the right time of a day.
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Challenge resolved # 3Dashboard with Analytics to understand “what does really work”
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Collabspot solution benefitsMore details, if you really like reading :)
1. Integration with Gmail - both email and CRM are very rich on bits and pieces of information. Integration of the two will help you to keep all the information perfectly up to date and complete all in one CRM, and to use the right information from the CRM in your emails.
2. Optimized email content - standardized email templates have two big advantages. First, they help you manage and control the consistent quality of outgoing emails. Second, they enable you to measure the success rate for each template and optimize its content based on the hard data.
3. Perfected timing of communication - research shows that timing is a key factor in closing a deal by email. By measuring your success rate in different situations, you will develop a best practice in timing your communication and you will apply it to all your sales representatives to increase the efficiency of your sales force.
4. Understanding the stage of sales cycle for each lead - thanks to email tracking, you will know exactly what information the client has already seen and when. Did he just open the email? Has he just visited your website? Has he ignored your email for too long? Sales representatives will get the notification in browser and will be do the right action.
5. Availability of data to analyze - with 1:1 marketing automation, you will be able to measure and understand what works and what does not. Answer the questions such as: Which template performs best in different situations? How long should we wait before we send a reminder? Your sales process will become more measurable and the identified best practice will become easily scalable.
Close more deals within your Gmail
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Collabspot solution benefits...from Inside Sales team lead perspective
Traditional Inside Sales
team
Inside Sales team with
Collabspot
Constant switching
between CRM, Calendar and Gmail, wasting valuable time.
Based on intuition and past
experience.
High variability among sales
reps, reinventing the wheel, lack of
best practice sharing.
Struggling to produce
continuous improvements.
Working from Gmail thanks to
CRM integration, and saving
valuable time.
Data driven, based on the measurable
success of past actions.
Easy sharing of top selling
templates and signals leading to fast deal closing.
Continuous learning and
increasing ability of sales team to
close deals.
Tools Used
Decision Making
Sales Rep Effectiveness2
Sales Rep Efficiency1
Close more deals within your Gmail
1. Efficiency: How quickly are my sales reps able to close deals2. Effectiveness: How successful are my sales reps in closing deals
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How to get CollabspotInstall directly from Collabspot web in just 2 steps
Close more deals within your Gmail
Go to
www.collabspot.com/salesforce
Click on
Go to Collabspot website Complete simple 2 step process for 15 day free trial
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How much does it costPrice start from $15 per user per month
Close more deals within your Gmail
Features Price Billing
Standard ● All features to Close More Deals
$15$20
AnnualMonthly
Power
● All features to Close More Deals
● > 200 emails tracked / month / user
● SLA for Level 1 support
$25$33
AnnualMonthly
A la carte● Deployment over 50 users● Tailored integration● Choice of features
Contact us for pricing Annual
Appendix
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Install Page: http://www.collabspot.com/salesforce/install/
Video presentation: http://www.collabspot.com/salesforce/
Plans & Pricing : http://www.collabspot.com/salesforce/pricing/
Product Tour: http://www.collabspot.com/salesforce/tour/
Listing on Appexchange: http://goo.gl/UfT1DX
Thank You !
Contact our Customer Success TeamLive chat on www.collabspot.com
email: [email protected]
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