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MEDDIC Opportunity Management
on Salesforce.com
#1 for B2B Complex sales
Rizan Flenner – CEO & Founder
+1 408 757 0850
+43 664 241 34 34
rizan@iseeit.com
Sales managers daily challenges
§  Opportunity Qualification issues
§  Forecast accuracy
§  Slipping deals
§  Deal value implosion on end of sales cycle
§  Torturing lengthy forecast calls
§  Lack visibility in SF
§  Inaccurate data in Salesforce
§  No aggregated qualification
§  No insights into activity
§  Sales support resources maxed out
§  Technical, legal finance etc…
§  Sales methodology not lived
§  New sales people – high training efforts
Close more deals
Resource
Mgmt
Qualification
Visibility
The solution for Complex B2B sales
#1 Visual Opportunity Management
§  Sales Methodology
§  Sales qualification
§  Deal sheet
§  Playbook
§  Close Plan
#1 CRM
§  Contact Management
§  Reporting
§  Integration
iSEEit MEDDIC Opportunity Management
embedded on SF.com
Native Salesforce App
ü Salesforce Security
ü Native Salesforce Data
ü Embedded to native UI
ü New look and feel
ü Additional functionality based on custom
objects
Built-in MEDDIC Checklists
Digitize your Opportunity Management
§  Visualize your sales process
§  100% configurable Sales process
§  Define Qualification items and milestones
§  Build Checklists
§  Get notification on “must haves”
§  Collaborate with sales team
§  Share information
MEDDIC Qualifiers in SF Forecast
Visibility for Sales Managers
§  Aggregated view of qualifiers
§  Traffic light warning system
§  Includable in all reports and forecast views
§  Report on items such as
§  Activity
§  Forecast accuracy
§  Pending Events such as EB meetings, POCs..
§  Warning on Gates
§  Reference clients
MEDDIC Tutorial
Built-in tutorial
§  “Out-of-the-box“ MEDDIC tutorial
§  Coach sales people in the field
§  Rate content and feedback to provider
§  Qualification Questions to ask client
§  Inspection questions for managers to coach
reps
§  100% customizable
Close Plan
Manage Activities on opportunity-level
§  Easily track to-do’s & meetings
§  Delegate tasks
§  Plan activities around milestones
§  Attach files and information
§  Share with Account team and Management
Sample dashboard
Leading Indicators Reports
§  Meetings per Week / User /Account
§  New Business Meetings / Quarter
§  Visible Opportunities (over 250k) in quarter
§  Number of POC (planned, scheduled, Done)
§  Forecast deals commit, Best case
§  Reference clients
§  Lost report
Start Managing MEDDIC
on Salesforce
Click here to learn more about iSEEit’s
MEDDIC Opportunity Manager:
now.iseeit.com/meddic-on-salesforce/

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MEDDIC Opportunity Management on salesforce.com

  • 1. MEDDIC Opportunity Management on Salesforce.com #1 for B2B Complex sales Rizan Flenner – CEO & Founder +1 408 757 0850 +43 664 241 34 34 rizan@iseeit.com
  • 2. Sales managers daily challenges §  Opportunity Qualification issues §  Forecast accuracy §  Slipping deals §  Deal value implosion on end of sales cycle §  Torturing lengthy forecast calls §  Lack visibility in SF §  Inaccurate data in Salesforce §  No aggregated qualification §  No insights into activity §  Sales support resources maxed out §  Technical, legal finance etc… §  Sales methodology not lived §  New sales people – high training efforts Close more deals Resource Mgmt Qualification Visibility
  • 3. The solution for Complex B2B sales #1 Visual Opportunity Management §  Sales Methodology §  Sales qualification §  Deal sheet §  Playbook §  Close Plan #1 CRM §  Contact Management §  Reporting §  Integration
  • 4. iSEEit MEDDIC Opportunity Management embedded on SF.com
  • 5. Native Salesforce App ü Salesforce Security ü Native Salesforce Data ü Embedded to native UI ü New look and feel ü Additional functionality based on custom objects
  • 7. Digitize your Opportunity Management §  Visualize your sales process §  100% configurable Sales process §  Define Qualification items and milestones §  Build Checklists §  Get notification on “must haves” §  Collaborate with sales team §  Share information
  • 8. MEDDIC Qualifiers in SF Forecast
  • 9. Visibility for Sales Managers §  Aggregated view of qualifiers §  Traffic light warning system §  Includable in all reports and forecast views §  Report on items such as §  Activity §  Forecast accuracy §  Pending Events such as EB meetings, POCs.. §  Warning on Gates §  Reference clients
  • 11. Built-in tutorial §  “Out-of-the-box“ MEDDIC tutorial §  Coach sales people in the field §  Rate content and feedback to provider §  Qualification Questions to ask client §  Inspection questions for managers to coach reps §  100% customizable
  • 13. Manage Activities on opportunity-level §  Easily track to-do’s & meetings §  Delegate tasks §  Plan activities around milestones §  Attach files and information §  Share with Account team and Management
  • 15. Leading Indicators Reports §  Meetings per Week / User /Account §  New Business Meetings / Quarter §  Visible Opportunities (over 250k) in quarter §  Number of POC (planned, scheduled, Done) §  Forecast deals commit, Best case §  Reference clients §  Lost report
  • 16. Start Managing MEDDIC on Salesforce Click here to learn more about iSEEit’s MEDDIC Opportunity Manager: now.iseeit.com/meddic-on-salesforce/