Integrate Your Key Account Management and Sale Process within Saleforce with Strategy Mapper
Don’t leave winning to chance, ensure teams are following the stated sales process all within Salesforce!
Strategy Mapper Is…
The Only Strategic Selling Tool You Will Ever Need
Key Account Management
Strategically manage your key accounts to drive increased revenue and success all within Salesforce.
Opportunity Planning
Incorporate your sales process in every opportunity plan to ensure consistency in every selling situation. Provide sales coaching that is unique to your products and solutions to maintain the competitive advantage.
Meeting Planning and Execution
Plan, Schedule and Execute every business critical meeting in Salesforce. Gather ‘Actionable Intelligence” to maintain the competitive advantage.
Proactive Stakeholder Managment
Build informative, robust and dynamic org charts, know where you stand with every stakeholder in every account and opportunity.
Strategy Mapper Is Unique…
Unmatched features and functions, no matter if your a small, medium or larger enterprise
- The only solution that combines key account, opportunity, meeting planning and execution in one solution.
- Enriches relationships with buyers and decision makers.
- Increases sales win rates and decrease selling time.
- Identify and track ‘White Space’ and ‘Green Field’ opportunities (Up Sell / Cross Sell)
- Integrate your entire sale process in every opportunity plan
- Leverages sales coaching and customer insights to maximize sales results.
- Easily builds and maintain up-to-date account and opportunity plans.
- Actionable account and opportunity action plans (what has to be completed to win).
- Automatic account, opportunity, and solution scoring.
- Situational Awareness, provide sales intelligence before meeting with customers or prospects.
- Integration with Marketing Automation Solutions (Knowledge Driven Marketing™ KDM)
- Provides Account Continuity (Disaster Recovery for Sales – DRfS).
- Maintains consistency in your sales process and among teams.
- Automatically provides sales cycle reporting at all levels of your organization.
- One click account and opportunity playbooks and action plans giving your sellers more time to sell less on paperwork.
- Ensures sales processes are aligned with customer’s buying processes.
- Dynamically and graphically document your customer’s organization (role and stance for key players).
- Documents and easily communicates competitive and their strengths and weaknesses (SWOT).
- Easily gathers, store and report on customer intelligence without verbose notes.
Optimize your entire sales process and strategies within Salesforce!
Key account, opportunity, meeting planning and flawless execution in every selling situation and every type of customer.
Value at Every Level in Your Organization…
Account Teams
Account Executives and Sales Engineers
- 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
VP – Managers
- 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
CEO – COO – CMO – CRO
- 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
Proactively Manage Key Accounts
Provides a sales organization a consistent and dynamic method to create and maintain their key account plans.
- Identify and Track ‘White Space’ and ‘Green Field’ selling opportunities
- Detailed SWOT+ Analysis
- Grow your pipeline in every meeting, capture customer initiatives
- Automatic 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 Key Account Plans
- One-click plan creation
- Dynamic Playbook to assist seller in building great relationships
- Dynamic Action Plan (what has to be accomplished to be drive customer success)
- Opportunity Plans automatically roll up to Account Plans
- Provides a collaborative interface so sales managers and reps can easily sync on key account plans
- Create plan types for groups of account types (Key Accounts, Named Accounts, Global Accounts, etc..)
Opportunity Mapper
Proactively Manage Opportunities
Provides a sales organization a consistent and dynamic method to create and maintain their opportunity plans.
- Incorporates your sales process in a single plan
- Sales Coaching for every stage of the opportunity based on your products and solutions
- 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
- Dynamic Action Plan (What must be accomplished to WIN)
- Opportunity Plans automatically roll up to Account Plans
- Provides a collaborative interface so sales managers and reps can easily sync on sales plans
- Create a plan for any type of opportunity (New, Existing, Product, Solution, etc..)
Meeting Mapper
Flawless Execution of Your Plans
Capture Actionable Intelligence in business critical meetings to drive conversations, relationships and winning.
- Link meetings to all standard Salesforce objects (Accounts, Campaigns, Cases, Leads and Opportunities)
- Intuitive interface for ease of use
- Execute your sales process in every selling situation
- 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
Proactive Stakeholder Management
Know Who is Who and Where You Stand in Every Account and Opportunity
Stakeholder management is a key component of Account Management, Strategy Mapper includes a robust Organizational Map
- Build and maintain intuitive and effective Organizational Maps
- Realign contacts in real-time
- View by Departments or the entire Org Map
- Build lines for influence between contacts
- Export Org Map to include in QBRs or other presentations
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.
Get In Touch…
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