Must Have Apps to Boost CRM Productivity

Download Must Have Apps to Boost CRM Productivity

Post on 23-Feb-2017

28 views

Category:

Sales

0 download

TRANSCRIPT

Google confidential | Do not distributeIntegrate your business appsReduce cost and complexity, super-charge collaboration Google confidential | Do not distributeIntegrate your business appsReduce cost and complexity, super-charge collaboration A Common Example of Why Poor Adoption OccursYour Email InboxMany modern email clients and CRM platforms operate in the cloud, but getting them to cooperate isnt always easy.CRM SoftwareGoogle confidential | Do not distributeIntegrate your business appsReduce cost and complexity, super-charge collaboration Introducing Cirrus InsightGoogle confidential | Do not distributeIntegrate your business appsGoogle confidential | Do not distributeReduce cost and complexity, super-charge collaboration We make apps that integrate the inbox with SalesforceCirrus Insight integrates your inbox, calendar, and contacts (in Google Apps, Outlook, and Office 365) with Salesforce.Google confidential | Do not distributeIntegrate your business appsReduce cost and complexity, super-charge collaboration Why should I integrate the inbox and Salesforce?ProblemSales and support reps live in their inbox and on their calendar, but that important customer data needs to flow to and from Salesforce.SolutionBring Salesforce to reps in the inbox and sync with their calendar to increase engagement, effectiveness, and efficiency of employees.Benefits Increase productivity and adoption of Salesforce. Top and bottom line growth from faster sales cycles and ticket resolution. Greater visibility for marketing, sales and customer support.Google confidential | Do not distributeIntegrate your business appsReduce cost and complexity, super-charge collaboration Cirrus Insight Mobile: BenefitsEmpower the mobile worker Greater visibility into customer data Enhanced business intelligence Better synchronization of data One cohesive working experience Improved efficiency across multiple tasksGoogle confidential | Do not distributeIntegrate your business appsReduce cost and complexity, super-charge collaboration Who uses Cirrus Insight?We serve over 50,000 customers from small businesses to large enterprises. Google confidential | Do not distributeLive Demo9Todays SpeakersSue FernandVP of Channel Sales: Cirruspathsfernand@cirruspath.com949-229-0441mailto:sfernand@cirruspath.com10Free Trial and 20% off your first yearhttp://www.cirrusinsight.com?ref=consummatehttp://www.cirrusinsight.com/?ref=consummateGoogle confidential | Do not distributeQUESTIONS? Docomotion 2014LES STEIN VP GLOBAL SALESURI HOCHSTADTER DIRECTOR CUSTOMER SUCCESSCompany History1990AUTOFONT FOUNDED2014DOCOMOTION EMBRACED A NEW CLOUD-BASED STRATEGY AND PRODUCTFREE FORM (ON PREMISE) LAUNCHED2007DOCOMOTION - SALESFORCE EXTENSION LAUNCHED20152016COMPANY RENAMEDOCOMOTIONWho we areDocomotion is a company with many years experience in document generation tools and now expertize in cloud software solutions for advanced document automation. Easy to use and intuitive tools for designing generating and maintaining all types of business documents.Docomotion is a Leader in our field with best-of-breed capabilitiesAn official SalesForce OEM partner Docomotion Global Customers Enterprise Challenges231IT Resources are expensiveStandardizing the output documentationIncreaseCustomer Engagement Pressure to increase revenues viaUp-Sell and Cross-Sell4Save up to 60% of your time, efforts and therefore costs by implementing our solution. ...Gain New Found Money.MS Word BasedQuick & Easy document design experience.Bi-Directional Interactive formsEnhance the accuracy and information in your CRMMarketing formsPersonalized marketing / promotional activities Graphical SignatureIncreases conversion rates by eliminating exit pointsDocomotion is UniqueUri HochstadterGetting Started in 3 Simple Steps Installation Download App System Settings(3 simple steps)1Getting Started in 3 Simple Steps Design your 1st Form Define Data Model(Choose fields to include) Design your FormSimply copy/past using our drag & drop Designer Activate / Publish2Getting Started in 3 Simple Steps Installation Download App System Settings(3 simple steps)1Design your 1st Form Define Data Model(Choose fields to include) Design your FormSimply copy/past using our drag & drop Designer Activate / Publish2Generate & Distribute(Selected output format & distribute channel)3Docomotion DocumentationAvailable directly from SalesforceSearchExampleDocomotion SubscriptionAdmin / DesignerAdministrators and Form Designers enabling the definition of Data Model and Form templates.Each subscription requires a minimum of 1 Admin user per organization. ProfessionalEnables the generation of output including, PDF, HTML, Word, Email body.Supports Salesforce1 and silent API generation.PremierIncludes Professional features +Generating interactive output. Includes graphical signature and uploading files.Converting documents into fully interactive customer engagement opportunities.Docomotion SubscriptionExperts Overview (free of charge) Full analysis of your current organization document status Tailored path to document standardization according to your unique organizational requirementsImplementation Accompanied by Assigned Customer Success Manager (CSM) Initial training program for your users 1st Document Design free of charge Customer Success Manager (CSM) includedConverting documents into fully interactive customer engagement opportunities.QUESTIONS?THANK YOUContact us!w w w . d o b l e g r o u p . c o m@doblegroup /doblegroup /+doblegroupCompany/doble-group-llc doblegroup /DobleGrouphttps://twitter.com/doblegrouphttps://twitter.com/doblegrouphttps://www.facebook.com/doblegrouphttps://www.facebook.com/doblegrouphttps://plus.google.com/+Doblegroup/postshttps://plus.google.com/+Doblegroup/postshttps://www.youtube.com/channel/UCC0Rw3f7KD0KfUDDy3AgINA/feed?view_as=publichttps://www.youtube.com/channel/UCC0Rw3f7KD0KfUDDy3AgINA/feed?view_as=publichttp://www.linkedin.com/company/doble-group-llc?trk=company_namehttp://www.linkedin.com/company/doble-group-llc?trk=company_namehttp://www.slideshare.net/fbuddo12http://www.slideshare.net/fbuddo12Doble Group, LLCD o b l e G r o u p , L L C i s a b o u t i q u e c o n s u l t i n g f i r m t h a t f o c u s e s o n i m p r o v i n gc o m m e r c i a l b u s i n e s s r e s u l t s t h r o u g h C R M s o l u t i o n s a n d t h e a l i g n m e n t o f t h eo r g a n i z a t i o n , i t s p r o c e s s e s a n d t e a m s f o r s u c c e s s . W e d e l i v e r o u r s e r v i c e s t h r o u g hh i g h l y c u s t o m i z e d c o n s u l t i n g , t r a i n i n g a n d c o a c h i n g p r o g r a m s a n d t h e w o r l d s # 1C R M t e c h n o l o g i e s , S a l e s f o r c e .