White Paper - Manage Key Accounts in Salesforce with Strategy Mapper

Account Management - Opportunity Planning - Meeting Planning, Execution - Skateholder Management

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.

Proactive Opportuntiy Planning

Incorporate your sales process in opportunities 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.

Knowledge Driven Marketing

Fully Integrated With Pardot, leverage customer meetings to drive "Knowledge Driven Marketing" nurture leads and contacts based on identified Pain Points, Initiatives and Strengths.

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.

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

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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

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.

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