This document outlines the agenda for a sales presentation on a sales acceleration platform. It includes sections on sales operations review, IS overview, IS demonstration, communication platforms, campaign optimization, gamification, and reporting. Key capabilities of the platform include predictive analytics, data visualization, gamification features like points and leaderboards, and call functionality. The document shares customer testimonials praising increased productivity, contacts and revenue from using the platform. It concludes with next steps around a formal proposal and client conversations.

2. • Introductions
• Sales Operation Review
• Corporate Review
• IS Overview
• Break
• IS Demonstration
• Communication Platform
• Campaign Optimization
• Gamification
• Reporting
• Deployment Overview
• Actions Required

3. • #1 Sales Acceleration Platform
• #2 Paid AppExchange Application
• Inside & Outside Sales Solution
• Enterprise Proven
• PCI & HIPA Compliant
• #75 on Tech 200 Fastest Growing
• HQ: Silicon Slopes, UT

4. “Improve human performance within
the sales process by unlocking
science via big data findings”

5. Lead and CRM Process Flow
marketing automation
CRM

6. 75-150% Production Improvement
30-60% RPC Improvement
15-40% TQO Improvement
30% Top Line Improvement
*Complete Data and Audio Capture
*Data Visibility
*Data Learnings Every Day!

8. • Review sales operation
• CLOSERS methodology
• Refine inside-outside approach
• Refine inside-outside integration
• Optimize structure with technology
for each

9. Sales Acceleration Technology
• Communications
Telephony, email, text, social
• Gamification
Sales motivation, adaptive notifications
• Predictive Analytics
Sales sequencing, learning machine
• Data visualization
Immersive data experience

10. points| leaderboards | badges

12. • Points
• Leaderboards
• Badges
• Throwdowns
• Notifications

14. notify| sort| score

15. Excellent
Likelihood
• Neural Score
• Likelihood to Qualify & Close
Average
Likelihood
Poor
Likelihood

16. Typical List
• Neural Score
• Likelihood to Qualify & Close
• Objective function
• Historical and local data
• Neural Sort
• Likelihood to Contact
• Best time
• Historical and local data

17. Typical List
• Neural Score
• Likelihood to Qualify & Close
• Neural Sort
• Likelihood to Contact
= High Contactability

18. Neural Sort
• Neural Score
• Likelihood to Qualify & Close
• Neural Sort
• Likelihood to Contact
= High Contactability

19. • Salesforce 1 based mCall
• Remote workforce based
• Ensure retention follow up actions
• Outside KPI’s for PowerStandings
• Complete activity & call auditability
• Hourly push reporting options

20. mCall
• Click to Call (+ custom #’s)
• Any Object
• Automatic Call Logging
• Syncing with C2C Panel
• Pre-Recorded VM
• Local Presence
• Caller ID Display
• Call Recordings
• Call Monitoring

22. display| engage| predict

23. immersive data experience

24. Sales Operation Center

26. communication
gamification
prediction
data visualization

27. “62% incease in
“Increased Productivity
contacts, 18%
“The Key” Increase”
“Major Revenue
10 Fold”
-Charlie Fenning
increase in Sales” - Mike Hansen
- Chris Jensen
- Jack Baldwin

28. “The Key” – Charlie Fenning
“62% increase in contacts, 18%
increase in Sales” – Jack Baldwin
“Incresed Productivity 10 Fold”
– Chris Jensen
“Major Revenue Increase” – Mike
Hansen
“62% incease in
“Increased Productivity
contacts, 18%
“The Key” Increase”
“Major Revenue
10 Fold”
-Charlie Fenning
increase in Sales” - Mike Hansen
- Chris Jensen
- Jack Baldwin

29. • Formal Proposal
-ROI Development
• Client Conversations
• Revenue Acceleration Service
• Risk-Free Agreement

30. Dan Cone
Director, Financial Services
C: 415-515-1108
Email: dcone@insidesales.com