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Future State CRM Experience (End State - Key Features (Hours to launch a…
Future State CRM Experience
Solution Options
Salesforce+
Membrain
Revegy
ADOPT enhanced
as a embedded
as a stand alone cloud solution
End State - Key Features
Hours to launch a new Sales Process Flow (i.e Bus Analyst Configurable
New Selling System
Modify Selling System
Nearly "Nil" Training Required for Sellers
Pre-Populated Data on Accounts & Opportunities
Accounts: Intent Data, Industry Data., Messaging history
Opportunities. Data Triggered off Offerings, Industry & Competitors
Seamless layered approach supporting simple to complex opps
Primary Focus is value to the Seller (i.e. Seller Workspace)
Everybody can work in the tool
Has to be able to integrate into SAP, Marketo fully
Other Considerations
End-State in max 12 months
60% in 6 months
Mobile Friendly
Simple Presentation
Support Coaching Conversations around Account, Campaign & Opportunity Mgmt
Embed LinkedIn Sales Navigator
Territories (i.e. Countries/Sectors)
Accounts
Cust Strategy
FJ Focus Areas
FJ Campaigns
Opportunities
Qualification
Offerings
Competitors
Contacts (Objectives)
Value Prop
Win Strategy
ABM Marketing
Investment (Bid Budget F'cst)
Customer Contacts
Voice of the Customer
Backend Requirements
All Reviews in the Tool
Goal Setting