Outbox & Salesforce for Successful Finance Sales Teams

Outbox & Salesforce for Successful Finance Sales Teams

  1. Vclav VESEL
    Outbox & Salesforce for Successful Finance Sales Teams
    Transcript Header:
    Outbox & Salesforce for Successful Finance Sales Teams
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    • 1. © Copyright Outbox. All Rights Reserved. Your CRM and Customer Experience Partner © Copyright Outbox. All Rights Reserved. Václav Veselý on 05/2015
    • 2. © Copyright Outbox. All Rights Reserved. Our Salesforce Credentials With over 40 Salesforce certified specialists, Outbox is your first go-to Partner in Salesforce technology based projects. 2 1 of 5 Salesforce Platinium Partners in Europe +200 CRM Experts on Board +45 completed Salesforce projects
    • 3. © Copyright Outbox. All Rights Reserved. Our Offices 3 London Düsseldorf Paris Warsaw Prague
    • 4. © Copyright Outbox. All Rights Reserved. Facts & Numbers With 9.5/10 Customer satisfaction, Outbox is the leading CRM Integrator in the CEE Region combining world class technical skills with a high integrity and work ethics. 4 +130 succesfully completed CRM projects +1000 Person years of Experience +200 Experts on Board 2005 founded
    • 5. © Copyright Outbox. All Rights Reserved. Our Services From the proven Nearshoring Model, a local Team to an on-site set of top class Specialists - our success relies in the fact that we offer end-to-end solutions in the best suitable working methods. 5 CRM & Customer Experience Consulting Social listening Implementation Support & IT Maintenance Marketing Automation Quality Assurance
    • 6. © Copyright Outbox. All Rights Reserved. Our Clients 6
    • 7. © Copyright Outbox. All Rights Reserved. Selected Success Story 7 + Sales Process Improvement
    • 8. © Copyright Outbox. All Rights Reserved. Case Study – Liberty Insurance Business Challenge ⚬ Liberty Ubezpieczenia offers a wide variety of general insurance products. Insurance products are available through phone, Internet and from a networks of more than 4000 agents and 3000 car dealers. ⚬ There was no centralized IT system supporting processes of planning client visits. ⚬ Simplify and develop an efficient way of managing events in the systems. ⚬ Make it possible to create and manage multiple events from one page in the system correlated with Open Street Map. Outbox Services ⚬ One common sales process utilizing Sales Cloud /Account / Person Account/ Custom Objects. ⚬ Using Partner Account and Parent Account relation to manage complex structure of Service points and Insurance Agents. ⚬ Integration of Salesforce with online Maps. ⚬ Consistent reporting of the whole company’s sales activities. ⚬ Customized and tailored event management functionality to effectively plan customer visits. ⚬ More efficient customer service. 8
    • 9. © Copyright Outbox. All Rights Reserved. Selected Success Story 9 + Replacing legacy solutions & positioning Salesforce as the main systems for sales and planning
    • 10. © Copyright Outbox. All Rights Reserved. Case Study – Swiss Re Ltd. Business Challenge ⚬ Swiss Re is the second largest reinsurance company in the world. ⚬ Swiss Re operates on the market more than 25 countries with headquarters in Zurich and the major centers in London and New York. ⚬ Swiss Re's strategy was to grow as fast, as much as 18% annual in sales. This objective required the review and optimization of sales processes. ⚬ Organize and unify the sales process and increase the effectiveness of re-insurance agents. ⚬ Not unified global sales process that would allow agents to effectively conduct sales activities. Outbox Services ⚬ Implementation of Salesforce CRM for 650 users, 25k customers, expected 100 marketing campaigns, 500 offers ⚬ Develop functionality for designing sales strategic planning around selected customer ⚬ Design of 360 degress customer report ⚬ Access to data and reports on mobile devices with instant data syncs possibilities ⚬ Development of Discussion Notes feature, which allows you to track contacts with customers ⚬ Integration with 5 legacy systems 10
    • 11. © Copyright Outbox. All Rights Reserved. The Future is Cloud 11 ⚬ Not managing hardware and software ⚬ You only pay for what you need ⚬ Just open a browser Click to see video
    • 12. © Copyright Outbox. All Rights Reserved. SF for Financial Services 12 Click to see video
    • 13. © Copyright Outbox. All Rights Reserved. References FCA & CGU 13 Click to see videoClick to see video
    • 14. © Copyright Outbox. All Rights Reserved. Salesforce ⚬ Founded 1999 ⚬ 16 years ago in San Francisco; USA ⚬ 13 000 employees ⚬ all over the world ⚬ 1 million customers ⚬ all over the world ⚬ 3 billion transactions every day ⚬ total assets US$ 9.15293 billion (2014) 14
    • 15. © Copyright Outbox. All Rights Reserved. #Salesforce ⚬ The Customer Success Platform ⚬ Sales Cloud, Service Cloud ⚬ Marketing Cloud, Community Cloud ⚬ Analytics Cloud, Salesforce1 Platform ⚬ One platform NOT just CRM 15
    • 16. © Copyright Outbox. All Rights Reserved. The typical Sales Cycle stages ⚬ Generate leads ⚬ Marketing Automation, B2B, B2C ⚬ Qualify leads ⚬ Lead Nurturing, Scoring, Sales focus ⚬ Sell & Support ⚬ More, Faster, Up-sell, Cross-sell ⚬ See the process in illustrations ⚬ on the 3 next slides 16
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    • 20. © Copyright Outbox. All Rights Reserved. App Exchange 20 ⚬ Salesforce's marketplace of business applications ⚬ DocuSign ⚬ MapAnything ⚬ Configure Price Quote CPQ by Apttus Click to see video
    • 21. © Copyright Outbox. All Rights Reserved. Mobile First ⚬ Mobile ready ⚬ https://eu5.salesforce. com/one/one.app ⚬ Salesforce1 Platform ⚬ Mobile App for Android, iOS 21
    • 22. © Copyright Outbox. All Rights Reserved. Sales Cloud Overview 22 Click to see video
    • 23. © Copyright Outbox. All Rights Reserved. Contact Management 23 ⚬ Know every contact in your customer accounts. ⚬ Pull in social data for a deeper view of your customers. ⚬ Collaborate with people company-wide. ⚬ Prepare for customer meetings while on the go.
    • 24. © Copyright Outbox. All Rights Reserved. Sales Performance Management 24 ⚬ Motivate and coach reps using results-driven metrics. ⚬ Tie goals directly to Salesforce data. ⚬ Simplify performance summaries with drag- and-drop actions.
    • 25. © Copyright Outbox. All Rights Reserved. Quotes & Orders 25 Click to see videoClick to see video
    • 26. © Copyright Outbox. All Rights Reserved. Reports & Dashboards 26 ⚬ Creating engaging reports is as easy as drag and drop. ⚬ Get the exact insight you need with easy-to-create custom dashboards. ⚬ Make critical decisions while you’re on the go.
    • 27. © Copyright Outbox. All Rights Reserved. Reports & Dashboards 27 Click to see video
    • 28. © Copyright Outbox. All Rights Reserved. Sales Forecasting 28 ⚬ Have an accurate view of your forecast with real- time adjustments. ⚬ Quickly see how you’re performing against plan. ⚬ Forecast for complex sales teams. ⚬ Model your forecast to fit your business in just a few clicks.
    • 29. © Copyright Outbox. All Rights Reserved. Email Integration 29 ⚬ Use Salesforce for Outlook to sync Outlook with Salesforce. ⚬ Track every customer email from any email app. ⚬ Make every customer email compelling and consistent.
    • 30. © Copyright Outbox. All Rights Reserved. Outlook Integration 30 Click to see demo
    • 31. © Copyright Outbox. All Rights Reserved. Workflow and Approvals 31 ⚬ Automate your sales process with just a few clicks. ⚬ Visualize and create any process with drag- and-drop simplicity. ⚬ Simplify the approval process to keep deals in motion.
    • 32. © Copyright Outbox. All Rights Reserved. Workflow & Process Showcase 32 Click to see video Click to see video
    • 33. © Copyright Outbox. All Rights Reserved. Mobile CTI Phonedeck ⚬ Mobile telephony integration ⚬ Call within Salesforce ⚬ All info for incoming call ⚬ Log the call ⚬ AppExchange ⚬ Calls in SF = plus $15 33 Click to see video
    • 34. © Copyright Outbox. All Rights Reserved. Start now with pilot users 34
    • 35. © Copyright Outbox. All Rights Reserved. Gartner Quadrant & CRM / PaaS 35
    • 36. © Copyright Outbox. All Rights Reserved. What users say? 36
    • 37. © Copyright Outbox. All Rights Reserved. Dominating CRM Market 37 Salesforce.com Analysts to Discuss Latest CRM Trends at the Gartner 360 Customer Summit 50.2% 16.1% 12.8% 10.2% 6.8% 3.9% SAP Oracle Microsoft IBM Others ⚬ Salesforce is the fastest growing CRM provider with 28.2% revenue growth (2014)
    • 38. © Copyright Outbox. All Rights Reserved. Platform to Grow 38
    • 39. Measured Benefits 39 +26% Win Rate Average Percentage Improvements Reported by Customers +36% Sales Productivity +38% Lead Conversion +45% Forecast Accuracy +28% Sales
    • 40. © Copyright Outbox. All Rights Reserved. You with us & Salesforce 40 Close more deals. Accelerate productivity. Get more leads. Make insightful decisions.
    • 41. © Copyright Outbox. All Rights Reserved. Keep in touch ⚬ Feel free to contact me ⚬ vaclav.vesely@outbox.pl ⚬ +420 724 286 737 ⚬ or LinkedIn ⚬ Keep in touch ⚬ I am looking forward for your requests ⚬ Your sincerely ⚬ Václav VESELÝ 41
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