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Where marketing and sales meet
Sales Revenue
Optimization
OptifiNow offers a suite
of software tools that
that optimize the
conversion rate of leads
as they pass through
each stage of the
marketing and sales
funnel.


 Sales Process   Lead         Marketing    Social          Social Media   Content
 Automation      Management   Automation   Collaboration   Publishing     Management




                                                                                       2
Key drivers of increased revenue
•   Ability to deliver personalized, relevant marketing communications

•   Common platform to store and activate marketing content

•   Engage, nurture and track customers in pre-sales, sales and post sales

•   Improve sales force effectiveness by identifying quality of leads

•   Clarity and visibility into your lead-to-sales funnel

•   Measure success of marketing campaigns in leading to deal closure,
    responses of prospects or reactions to campaigns

•   Immediately route and distribute leads to the appropriate sales team

•   Systematic revenue attribution to marketing and sales, demonstrating
    ROI

                                                                             3
Engage Your Customers

                          Increase ROI                      32%
 What are the     Increase Engagement                 18%
 top reasons         Score More Leads                16%
 salespeople    Increased Closed Deals          14%
 use CRM        Track & Analyze Results        12%
 software?              Stay Organized    8%




Empower your salespeople to deliver relevant
communications across buying stages, driven by
your data.



                                                                  4
Make the most of customer interactions
before, during and after the sale.




                                         5
Convert more of your sales
pipeline with integrated
multichannel marketing.

Direct Mail
Integrated, digital print, allows sales reps to mail
or print targeted, personalized and relevant
pieces to individual customers – one at a time!
Phone
Lead management system integrates directly
with some of the largest vendors (e.g. Shoretel,
Cisco, Avaya).
Email
Messaging enabled at the individual sales rep
level allows for targeted, personalized and
relevant emails to each customer.
Mobile
OptifiNow makes it easy to create, target, send,
and track SMS marketing campaigns.
Social
Publish directly to Facebook and Twitter. Use a
single application to create, send, and track.
Personalization Engine
Engage with your customers at every point in their
buying cycle.
Leverage your customer data to drive intelligent,
customer-driven dialogues at desired moments in the
customer lifecycle for more relevant, successful and
profitable interactions.




                                                       7
Engage, Convert Repeat
Sales processes can be rendered into guided,
best practice steps that deliver consistent,
repeatable, and high-value results.

• Marketing
 ›   Cultivate Inquires to sales-ready leads.
 ›   Measure and improve lead generation program.
 ›   Measure marketing contribution to revenue.
 ›   Improve brand and legal compliance
 ›   All marketing and sales resources are synchronized and collaborative.
 ›   Reprocess inactive leads turned back from sales.

• Sales
 ›   Increase sales teams selling time.
 ›   Shorten average sales cycle.
 ›   Improve sales effectiveness.
 ›   Ramp up new sales people faster.
 ›   Use content to position salespeople as trusted advisors.



                                                                             8
The Platform

Designed to be highly adaptable, OptifiNow can map to an
existing CRM system, connect to legacy databases and be
used to develop a single customer view.
Customized to each client, many of the processes, functions
and fields can be tailored to customer requirements to rapidly
align, manage and measure all marketing activity
continuously. The entire platform is highly scalable and
modular, allowing customers to add new applications or
software options as needed.




                                                                 9
How can we
help you improve?




                    10
Thank You
     John McGee
     President
     OptifiNow
     jmcgee@optifinow.com
     562.282.4140


     Michael Krause
     VP Sales & Marketing
     OptifiNow
     mkrause@optifinow.com
     213.840.9075 (m)

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OptifiNow overview

  • 1. Where marketing and sales meet
  • 2. Sales Revenue Optimization OptifiNow offers a suite of software tools that that optimize the conversion rate of leads as they pass through each stage of the marketing and sales funnel. Sales Process Lead Marketing Social Social Media Content Automation Management Automation Collaboration Publishing Management 2
  • 3. Key drivers of increased revenue • Ability to deliver personalized, relevant marketing communications • Common platform to store and activate marketing content • Engage, nurture and track customers in pre-sales, sales and post sales • Improve sales force effectiveness by identifying quality of leads • Clarity and visibility into your lead-to-sales funnel • Measure success of marketing campaigns in leading to deal closure, responses of prospects or reactions to campaigns • Immediately route and distribute leads to the appropriate sales team • Systematic revenue attribution to marketing and sales, demonstrating ROI 3
  • 4. Engage Your Customers Increase ROI 32% What are the Increase Engagement 18% top reasons Score More Leads 16% salespeople Increased Closed Deals 14% use CRM Track & Analyze Results 12% software? Stay Organized 8% Empower your salespeople to deliver relevant communications across buying stages, driven by your data. 4
  • 5. Make the most of customer interactions before, during and after the sale. 5
  • 6. Convert more of your sales pipeline with integrated multichannel marketing. Direct Mail Integrated, digital print, allows sales reps to mail or print targeted, personalized and relevant pieces to individual customers – one at a time! Phone Lead management system integrates directly with some of the largest vendors (e.g. Shoretel, Cisco, Avaya). Email Messaging enabled at the individual sales rep level allows for targeted, personalized and relevant emails to each customer. Mobile OptifiNow makes it easy to create, target, send, and track SMS marketing campaigns. Social Publish directly to Facebook and Twitter. Use a single application to create, send, and track.
  • 7. Personalization Engine Engage with your customers at every point in their buying cycle. Leverage your customer data to drive intelligent, customer-driven dialogues at desired moments in the customer lifecycle for more relevant, successful and profitable interactions. 7
  • 8. Engage, Convert Repeat Sales processes can be rendered into guided, best practice steps that deliver consistent, repeatable, and high-value results. • Marketing › Cultivate Inquires to sales-ready leads. › Measure and improve lead generation program. › Measure marketing contribution to revenue. › Improve brand and legal compliance › All marketing and sales resources are synchronized and collaborative. › Reprocess inactive leads turned back from sales. • Sales › Increase sales teams selling time. › Shorten average sales cycle. › Improve sales effectiveness. › Ramp up new sales people faster. › Use content to position salespeople as trusted advisors. 8
  • 9. The Platform Designed to be highly adaptable, OptifiNow can map to an existing CRM system, connect to legacy databases and be used to develop a single customer view. Customized to each client, many of the processes, functions and fields can be tailored to customer requirements to rapidly align, manage and measure all marketing activity continuously. The entire platform is highly scalable and modular, allowing customers to add new applications or software options as needed. 9
  • 10. How can we help you improve? 10
  • 11. Thank You John McGee President OptifiNow jmcgee@optifinow.com 562.282.4140 Michael Krause VP Sales & Marketing OptifiNow mkrause@optifinow.com 213.840.9075 (m)