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Deal Registration that Doesn't Suck!
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Deal Registration that doesn’t suck! © ZenOpps 1
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© ZenOpps1
Deal Registration that doesn’t suck!
© ZenOpps2
What Makes ZenOpps Unique?
Designed for busy channel marketers and managers Easy to setup, cloud-based
application
Register your first deal in minutes rather than months
Use your existing website or portal, more powerful than web-to-lead
Flexible + smart process includes deduplication
Better fit for partner opportunities than Eloqua, Pardot or Marketo
© ZenOpps3
What Does ZenOpps Do?
Everything you need to provide your deal registration program Accept deal registrations through your
existing website or portal
Customizable workflow for approval, expiration and renewal of your deals
Integrate with Salesforce/CRM to see your deals side-by-side with direct sales efforts
Email notifications and follow-up reminders throughout the deal life-cycle (through won/lost)
Deal dashboards and pipeline reporting for your team and your partners
© ZenOpps4
Register Your First Deal in Minutes
ZenOpps lets you focus on the choices that matter You choose the fields you want
on the deal registration form and those that are required
You choose how the deal is entered into Salesforce.com/CRM
You can customize the email templates that keep your partners in the loop
We send you an email with instructions for your web team. You’re done!
© ZenOpps5
Powerful Integration With Salesforce
Your deals are entered into Salesforce the way you want them Deals may be entered a lead or an
opportunity; no manual data entry
No additional Salesforce licensing; save on partner licensing fees
Deals are deduplicated against existing leads and contacts; keeps your data clean
Track the lead source, campaign, and/or the partner who registered the deal
The result is clean data and powerful reporting and forecasting in Salesforce
© ZenOpps6
Other Benefits
Other benefits for your team Email notification keep you and
your partners in the loop
Deal and partner-based pipeline reports
Single sign-on support
For your partners Convenient, mobile optimized deal
registration form
Deal dashboard that keeps in sync with Salesforce
Frictionless email-based deal registration
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Customers
© ZenOpps
“Best deal reg I’ve ever seen, my partners love it. I use it as a selling tool.”- Enterprise Sales Rep, $15B company
“ZenOpps built our deal registration and helped with the automated workflow for Gridstore’s partner portal. Both are instrumental elements of our partner program.” – John Ferraro, VP of Sales, Gridstore
