Relationship Analytics for SugarCRM and Salesforce V5 - 7-8-2015
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Relationship Analytics Putting the “R” Back into CRM Presented by Jeff Martin, Senior Account Executive for &
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Transcript of Relationship Analytics for SugarCRM and Salesforce V5 - 7-8-2015
Relationship AnalyticsPutting the “R” Back into CRM
Presented byJeff Martin, Senior Account Executive
for &
Vendors
Employees & Spouses
Clients & Prospects
ORGANIZATION
Big Picture
IndustryLeaders
Wall Street & Analysts
User Groups
&
Who We Are
TrustSphere is a pioneer in Relationship Analytics, allowing companies to monitor and measure the strength of the relationships they have with their prospects, clients, employees and supply chain.
By viewing and analyzing this data in our relationship map, a CRM, Collaboration tools, or other platforms, TrustSphere solves business problems in the areas of:
• Sales• Collaboration• Supply Chain Management• Human Capital Management• Governance & Compliance• Security.
&
TrustSphere Co-Founders
Manish GoelCo-Founder & CEO
Steve AllamCo-Founder & CTO
PwC Venture Partners & GreenOak Capital Partners
Digital Equipment (DEC)Messaging
&
5
Technology Overview
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Leading Analyst Endorsements
&
• Rookie ISV of the Year Award
• Best in Class “Customer Experience and Engagement”
2015 SugarCon Awards
&
Vendors
Employees & Spouses
Clients & Prospects
ORGANIZATION
Big Picture
IndustryLeaders
Wall Street & Analysts
User Groups
&
Why is my CRM data incomplete?
“Less than 10% of all customer
communication
activity actually gets logged into a
CRM”
TrustSphere Solves This!!
????
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True 360° View of Your Account
CRM User Interactions
AND
Non-CRM Use Interactions!
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360° view of email relationships
(1) Which registered account contact has been last contacted (2), and by whom in the business. (3)
(1)
(2)
(3)
Use a dynamic account relationship dashlets to view how many registered account contacts are actively communicating with your organisation (4) and who has the strongest relationships.(5)
(4)
(5)
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Simple, Powerful Reporting Capabilities
Inbound/outbound communication for the past year at the Account, Opportunity, Lead, Contact level
Identify strongest relationships, people of influence and associated “TrustScore” for Leads
and Contacts
Overall Contact Engagement view for an Account
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Relationship Analytics for Sales
(1) Understand the flow of communication between account contacts and your staff.
(2) View latest relationship communication including the subject of the email.
Review account or contact communications
A 360° company view of all relationships with the account is made visible.
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Marketing Loves TrustSphere Contacts
TrustSphere Finds
3 - 4 Contacts Not In CRM
For Every 1 Contact Entered
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Relationship Analytics for Sales
Extend Relationship Analytics to Leads
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Finding unregistered contacts: completing the data in Salesforce
We find twice the number of unregistered relationships
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Relationship Analytics for Salesforce
CFO & CRO Loves TrustSphere Forecasting
TrustSphere Shows:
Most Recent Incoming & Out Going Communication
Account – Contact – Opportunity
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Relationship Analytics for Sales
Extend Relationship Analytics to Opportunities
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Improving sales forecasting accuracy: by highlighting and alerting accounts where activity does not match the stage
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Relationship Analytics for Salesforce
HR & CRO Loves TrustSphere HANDOVER Report
When a Sales Person, Lawyer or Recruiter
Leaves or Transfers
TrustSphere Reports All Relationships from
Strongest to Weakest!
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Ensuring a smooth transition for customer relationships…
Relationship Analytics for Sales&
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Relationship Analytics for Salesforce
Sales People Love TrustSphere
Where to spend my time?
What did I accomplish this week?
Who else is touching to my account?
Provide Sales People Reasons to Log In:
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My Red Accounts My Amber Accounts My Green Accounts
Account Executive: which accounts am I neglecting?
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Improving Customer Retention: An early warning system that
responsiveness has decreased or customers are being ignored
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Relationship Analytics for Salesforce
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Relationship Summary Report
6 Relationships At Risk… 14 New Relationships…Top 10 Most Active (14 days)
This Week Last Week
Outbound Inbound Internal
View Outbound Messages >
View Inbound Messages >
View Internal Messages >
[email protected] 54 [email protected]
19 days [email protected] 7 [email protected]
5 days
Contact # [email protected] 14
[email protected] [email protected]
6
Contact Last Outbound
Contact Days Ago
5 [email protected] 5 [email protected]
1 days
Weekly Relationship Report – Data from TrustVault
Copyright © 2014-2015 TrustSphere. All rights reserved.
Confidential Information – Do Not Distribute
14 New Relationships…
6 Relationships At Risk…
Top 10 Most Active (14 days)
[email protected] Feb 2015 10:10
Contact Question for DavidContactDate Subject
Inbound Messages form Known Contacts
[email protected] Feb 2015 08:23
Re: Following up from last [email protected]
18 Feb 2015 10:10
Solution upgrade release notes – 1st draftjo.rasmussen@pdq.
net17 Feb 2015 14:54
MUST READ - Preliminary research data
Relationship Summary Report
CRM Adoption
360 degree account view (licensed and non-licensed interaction)
Improved Marketing Coverage by automatically identifying unregistered
users and inserting them into the CRM
Forecasting Accuracy Last incoming & outgoing
communications (Red Yellow Green)
By Account, Contact & Opportunity
Handover Report provides smooth transition & account retention when employee leaves or transfers
Provide sales people a reason to login to the CRM Where to spend my time?
Prioritizing account coverage and activity
What was accomplished this week?
Who else is touching my account?
Sales Challenges Improved by TrustSphere
Relationship Analytics for Sales&
Sales Managers
Sales Executives
Sales Operation
s
Marketing Professiona
ls
Relationship Analytics
Find us on the SugarExchange : https://sugarexchange.sugarcrm.com/apps/21544#!overview
Quick Wins for Sales and Marketing
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Find us on the SFDC appexchange at https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B49hPEAR:
Relationship Analytics for Sales
Using relationship strength to identify the best customer connections
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Relationship AnalyticsPutting the “R” Back into CRM
Thank You!Jeff MartinSenior Account Executive [email protected]
for &
