Less Administration. More Sales.

Speakers:

Webinar:

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. 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.

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

Why do we even need CRM?

Some challenges in todays Sales

Low sales force productivity

Poor forecasting accuracy

Customer information not in sync with reality

Long and costly sales cycle

Lack of time for selling

Gartner:

…on average, Sales reps are spending only

~35% of their time for actual selling…

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?

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

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

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

Ultimate Automation and actions suggestions

Automated email & events tracking in a real time

Automated pre-filling data

Smart and timely notifications

Using of templates

Workflow

Potential power of AI

Smart suggestions

Using of enterprise sales best practices

Line-Of-Business specific

Accurate forecasting

Information is actionable, not static

Example of proper tool: SmartCloud Connect for Salesforce

Allows users to use various native mobile applications

Available for the wide range of email clients

Allows to perform all business operations familiar applications

All data in cloud, quickly accessible and safe

Powerful AI tools and outstanding customization capabilities

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

Impact on productivity (real life statistic)

Live Demo

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 5th year, being held at the Palmer House – a Hilton Hotel, in Chicago, IL on August 10th & 11th, 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.

There are two reasons why we have pipeline meetings:

Thanks!

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