Picture this Nightmare Scenario:Every cost that can be cut has been cut.

There’s only one way left to grow profits: grow the Top Line. You have 15 days to track all customer needs and intentions for

every opportunity, provide a no fluff forecast and set multiple selling strategies, adapting each one till it succeeds.

What will you do?

We’re not saying this could ever happen - but what if it did?

Step One: Assess the Current StateHere are your tools. Identify all data that reveal customer intentions. What fields show the customer’s needs? Their interest in your solution? Their understanding

that your company can meet their needs? Their budget? Negotiation points?

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CRM: Not one field about the Relationship or how it’s being Managed

Step Two: What’s the Ideal State?Visibility is a priority. Years of studies have proven that the only reliable forecasts are grounded in a company-wide selling methodology - so all views, forms, etc.

must have a foundation in and reinforcement of the methodologies.

Pipeline: Every view identifies best practice and highlights deviation

Step Two: What’s the Ideal State?...adding flexible tools that don’t just add micromanagement metric distractions. The views you need will provide ways to spot the key data that helps prioritize

each interaction inside and outside the organization.

Pipeline: Every view identifies best practice and highlights deviation

Step Three: Clear the DecksIf a field isn’t moving the ball forward why are we asking people to fill it out? Or take the time to decide to ignore it? Or even glance at it as they look for the fields that will move the ball forward? And editing must be instantaneous.

Blaster: Like a spreadsheet dedicated to a forecast’s key metrics

Step Four: Do What Sells

50 years of methodologies that teach people how to sell effectively - but CRM

designers never got the memo.

Now you need only information that shows what your customer wants to do.

The sales team has to ask the right questions to get at answers that matter.

Editor: At a glance, see whether to invest more time/$ in an opportunity

Step Five: Act Now!Any action will have a reaction - a ‘Result’ - so capture it. What did you learn? Are you probing properly? Where are you getting traction? Analyze customer

info that leads to an even better Best Practice that will be shared with the team.

Result: More than just selling info - instant surveys about your customers

Step Six: Plato said “We Are What We Repeatedly DoExcellence there for is not an act but a habit” (or a Sales Process.) Turn Best

Practices into sets of Actions saving each user countless keystrokes. With a click they work through a full, battle-tested plan of how to sell like the top performer.

Sales Processor: Less typing = more doing

Step Seven: Unlimited ConvenienceWhat was minutes of searching and clicking is now

right where you need it with one click. Plus auto-saving. Lead management and customer retention are now just part of the Process.

If job-1 is the customer, why is so much time spent at the computer?

Step Eight: Disruption is not an optionThere’s no time to move/sync or upsert (?) data.

Every field reads and writes to Salesforce’ existing fields on Salesforce’ servers.

100% Salesforce: A new way to work without leaving any of the old behind

Come to think of it... Why would this be a Nightmare Scenario?

Didn’t we all expect this from CRM ever since it hit the market a couple decades ago?

Isn’t this exactly how every company should be operating?

So make it happen. Run sales the right way.

Salesforce delivers your Customer data structure and security.

Just use Pipeline Manager to add Relationship & Management.

...and make what any salesperson asks of their client: A buying decision

Pipeline ManagerDo more with salesforce in much less time