Strategy Mapper is designed for proactive management of accounts and opportunities to drive revenue. Configurable templates are the basic building blocks of Strategy Mapper, configure them based on your sales methodology and processes.

Strategy Mapper Provides Value at Every Level in Your Organization

Account Teams

  • Robust Account Planning and Management in Salesforce.com
  • Spend more time selling less time updating Salesforce.com
  • Every team members knows the status of every account and opportunity
  • Reduce the administrative overhead associated with Account and Opportunity Plans
  • Consistent sales framework to create, maintain and execute sales activities
  • Know accounts to maximize revenue and build long term relationships
  • Know  which opportunities are winnable
  • 1-Click dynamic real-time account and opportunity playbooks (close plans)
  • Achieve quota faster
  • Maximize time spent with customers
  • 100% native Salesforce.com

Sales Leadership

  • Consistent configurable selling framework to build out sales methodology and process
  • Consistency among all your selling teams
  • 100% native Salesforce.com all your information is readability available in Salesforce.com 
  • Provide coaching and guidance to your sellers in every account and opportunity
  • Robust reporting empower your teams with customer trends (pain points, competitors, etc.)
  • Understand the revenue potential in every account and if those accounts are being touched
  • Know what opportunities are winnable and ones that aren't
  • Easily share plans with team members and managers
  • Create Business team and individual team performance reviews in seconds
  • Ramp-up new team members fast with Actionable Intelligence (Sales Empowerment) - Reduce time to make plan by 40%
  • Cost effective, quickly deployed easily maintained

C-Suite

  • Consistency selling practices among all regions, areas and geos
  • Integrated with Pardot for marketing automation initiatives
  • Unmatched reports and dashboards to provide real-time customer trends and insights
  • Real-time health of your business with Business Intelligence Report/Brief
  • Provides Business continuity for the sales organization
  • Cost effective solution
  • Accelerate sales and reduce sales cycles
  • Leverages your investment in Salesforce.com

Explore Strategy Mapper

Account Mapper

Strategic Account Management and Planning

Provides a sales organization a consistent and dynamic method to create and maintain their account plans. 

  • Incorporates planning, marketing, and business development in a single plan
  • Grow your pipeline in every meeting, capture customer initiatives
  • Automatically updates based on inputs from opportunities and customer meetings
  • Brings together all of the customer intelligence to increase success rates
  • Template based for ease of use and consistency
  • Eliminates the stress and overhead of creating and maintaining Account Plans
  • One-click plan creation
  • Dynamic Playbook to assist seller in building great relationships
  • Opportunity Plans automatically roll up to Account Plans
  • Provides a collaborative interface so sales managers and reps can easily sync on sales plans
  • Create plan types for groups of account plans (Name Accounts, Global Accounts, etc..)

Opportunity Mapper

Strategic Planning and Associated Tactics to Win

Provides a sales organization a consistent and dynamic method to create and maintain their opportunity plans.

  • Incorporates planning, marketing, and business development in a single plan
  • Sales Coaching for every stage of the opportunity
  • Automatically updates based on inputs from customer meetings
  • Brings together all of the customer intelligence to increase success rates
  • Template based for ease of use and consistency
  • Eliminates the stress and overhead of creating and maintaining Opportunity Plans
  • One-click plan creation
  • Dynamic Playbook to assist seller in building great relationships
  • Opportunity Plans automatically roll up to Account Plans
  • Provides a collaborative interface so sales managers and reps can easily sync on sales plans
  • Create plan any type of opportunity (New, Existing, etc..)

Meeting Mapper

Flawless Execution of Your Plans

Allows your sales teams to capture Actionable Intelligence and other critical information to drive customer relationships and drive revenue. 

  • Link meetings to all standard Salesforce objects (Accounts, Campaigns, Cases, Leads and Opportunities)
  • Intuitive interface for ease of use
  • Ensures meetings tasks and events are followed up
  • Send customer meeting notes right from the meeting
  • Single interface that updates all related fields in Salesforce
  • Consistent and reliable data and information gathered in every meeting to drive success

PardotLinks

Increase Success Rates of Pardot Campaigns

Allows your sales teams to leverage Actionable Intelligence gathered in customer conversations to drive Pardot marketing activities to drive revenue.

  • Build and Maintain Profitable Customer Relationship using Customer Insights
  • Accelerate Your Sales Pipeline
  • Build and populate targeted list based on Actionable Intelligence and Customer Initiatives
  • Pardot campaigns are consistently updated with customers and prospects wanting to know more about your products and solutions 
  • Increase open rates by over 45%
  • Ensures information and data gathered in customer conversations is used to drive marketing activities
  • Leverage consistent and reliable data and information gathered in every meeting to drive success

Providing real-time information and data is at the heart of Strategy Mapper.

No other solutions provides more insightful reports and dashboards, giving you critical business information at your fingertips. Build strategy, on-board new team members faster and protect your revenue in a single solution that is 100% native Salesforce.com.

Overwhelming research shows that: Salespeople who do account planning are over 45% more likely to achieve quota and build long term customer relationships to drive incremental revenue.

  • No Professional Services required to install or configure
  • Achieve quota faster with minimal investment
  • Intuitive interface for ease of use and fast ramp up
  • 100% native Salesforce.com

Quick Demo Request

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