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Copyright © 2001-2016 Alinean, Inc.Copyright © 2001-2016 Alinean, Inc.
Engage Earlier & Motivate Change with
Assessment Tools
1
Betty McNeil, SVP Solutions
Bryan Leopard, VP Principal Analyst
bmcneil@alinean.com
http://www.alinean.com
Copyright © 2001-2016 Alinean, Inc.
Buyers have changed …
2
62%
Want more
benchmarking data to
compare to peers
(DemandGen Report)
6.8Decision
makers per deal
(CEB)
67%
Of buyers journey
done digitally
(Gartner)
Prefer prescriptive content (vs. a product
pitch), providing advice on what to do next
(DemandGen Report)97%
Copyright © 2001-2016 Alinean, Inc.
3
74
%
Forrester
Why Change? Why Now? Why You?
Ideas Exploration Evaluation Selection
The early bird catches the worm …
26
%
of deals go to the provider
who helps
"establish the buying vision”
of deals go to the
vendor who
"responds to a request"
Copyright © 2001-2016 Alinean, Inc.
4
Why Change? Why Now? Why You?
Ideas Exploration Evaluation Selection
Diagnostic Assessment Tools
Engage Earlier & Higher
Identify Challenges & Help Set Priorities
Recommend Solutions to Solve
Specific Issues
Copyright © 2001-2016 Alinean, Inc.
5
Diagnostic Assessment Tool Example – Genesys CX Maturity Challenge
Copyright © 2001-2016 Alinean, Inc.
6
Copyright © 2001-2016 Alinean, Inc.
7
Copyright © 2001-2016 Alinean, Inc.
8
Copyright © 2001-2016 Alinean, Inc.
9
Copyright © 2001-2016 Alinean, Inc.
10
Copyright © 2001-2016 Alinean, Inc.
11
Copyright © 2001-2016 Alinean, Inc.
12
Copyright © 2001-2016 Alinean, Inc.
13
PFM Financial Management Challenge
Dimensions of Analysis?
1. Cash & Liquidity
2. Income
3. Payment Solutions
4. Analytics & Forecasting
5. Compliance and Auditing
Reason to Proactively Engage
Benchmarking + Advice
Consultative vs. Product Pitch
Copyright © 2001-2016 Alinean, Inc.
Benefits
RPMG research indicates that, migrating to a p-card solution like PFM Payment
Solutions, may1 deliver:
SIMPLIFIED PROCESS
Cost Per
Transaction
Simplify
Process
Cycle
Time
Traditional paper-based PO
format
With Procurement Cards
Traditional paper-based PO
format
With Procurement Cards
Traditional paper-based PO
format
With Procurement Cards
Transaction savings: Reduction in manager
approvals:
Total time reduction:
$69.82 0.9 8.0
$90.20 2.3 approvals 11.4
days
$20.38 1.4 approvals 3.4 days
per transaction approvals days
Copyright © 2001-2016 Alinean, Inc.
Value of Diagnostic Assessments
15
New Accounts
2x
More engagements
32%
More wins
60%
Better differentiation
Existing Accounts
45%
Better retention
36%
Better up/cross sell
Copyright © 2001-2016 Alinean, Inc.
How we do it …
Copyright © 2001-2016 Alinean, Inc.
Success can be yours too …
Copyright © 2001-2016 Alinean, Inc.
About Alinean …
Some of
our Active Clients >>>
15+ year history
Over 2,000 tools
> 300,000 users
Many awards for our
tools & our clients
Copyright © 2001-2016 Alinean, Inc.Copyright © 2001-2016 Alinean, Inc.
Engage Earlier & Motivate Change with
Assessment Tools
19
Betty McNeil, SVP Solutions
Bryan Leopard, VP Principal Analyst
bmcneil@alinean.com
http://www.alinean.com

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Webcast: Engage Earlier and Higher with Persuasive Interactive Assessment Tools - November 30 2017

  • 1. Copyright © 2001-2016 Alinean, Inc.Copyright © 2001-2016 Alinean, Inc. Engage Earlier & Motivate Change with Assessment Tools 1 Betty McNeil, SVP Solutions Bryan Leopard, VP Principal Analyst bmcneil@alinean.com http://www.alinean.com
  • 2. Copyright © 2001-2016 Alinean, Inc. Buyers have changed … 2 62% Want more benchmarking data to compare to peers (DemandGen Report) 6.8Decision makers per deal (CEB) 67% Of buyers journey done digitally (Gartner) Prefer prescriptive content (vs. a product pitch), providing advice on what to do next (DemandGen Report)97%
  • 3. Copyright © 2001-2016 Alinean, Inc. 3 74 % Forrester Why Change? Why Now? Why You? Ideas Exploration Evaluation Selection The early bird catches the worm … 26 % of deals go to the provider who helps "establish the buying vision” of deals go to the vendor who "responds to a request"
  • 4. Copyright © 2001-2016 Alinean, Inc. 4 Why Change? Why Now? Why You? Ideas Exploration Evaluation Selection Diagnostic Assessment Tools Engage Earlier & Higher Identify Challenges & Help Set Priorities Recommend Solutions to Solve Specific Issues
  • 5. Copyright © 2001-2016 Alinean, Inc. 5 Diagnostic Assessment Tool Example – Genesys CX Maturity Challenge
  • 6. Copyright © 2001-2016 Alinean, Inc. 6
  • 7. Copyright © 2001-2016 Alinean, Inc. 7
  • 8. Copyright © 2001-2016 Alinean, Inc. 8
  • 9. Copyright © 2001-2016 Alinean, Inc. 9
  • 10. Copyright © 2001-2016 Alinean, Inc. 10
  • 11. Copyright © 2001-2016 Alinean, Inc. 11
  • 12. Copyright © 2001-2016 Alinean, Inc. 12
  • 13. Copyright © 2001-2016 Alinean, Inc. 13 PFM Financial Management Challenge Dimensions of Analysis? 1. Cash & Liquidity 2. Income 3. Payment Solutions 4. Analytics & Forecasting 5. Compliance and Auditing Reason to Proactively Engage Benchmarking + Advice Consultative vs. Product Pitch
  • 14. Copyright © 2001-2016 Alinean, Inc. Benefits RPMG research indicates that, migrating to a p-card solution like PFM Payment Solutions, may1 deliver: SIMPLIFIED PROCESS Cost Per Transaction Simplify Process Cycle Time Traditional paper-based PO format With Procurement Cards Traditional paper-based PO format With Procurement Cards Traditional paper-based PO format With Procurement Cards Transaction savings: Reduction in manager approvals: Total time reduction: $69.82 0.9 8.0 $90.20 2.3 approvals 11.4 days $20.38 1.4 approvals 3.4 days per transaction approvals days
  • 15. Copyright © 2001-2016 Alinean, Inc. Value of Diagnostic Assessments 15 New Accounts 2x More engagements 32% More wins 60% Better differentiation Existing Accounts 45% Better retention 36% Better up/cross sell
  • 16. Copyright © 2001-2016 Alinean, Inc. How we do it …
  • 17. Copyright © 2001-2016 Alinean, Inc. Success can be yours too …
  • 18. Copyright © 2001-2016 Alinean, Inc. About Alinean … Some of our Active Clients >>> 15+ year history Over 2,000 tools > 300,000 users Many awards for our tools & our clients
  • 19. Copyright © 2001-2016 Alinean, Inc.Copyright © 2001-2016 Alinean, Inc. Engage Earlier & Motivate Change with Assessment Tools 19 Betty McNeil, SVP Solutions Bryan Leopard, VP Principal Analyst bmcneil@alinean.com http://www.alinean.com

Notes de l'éditeur

  1. 74% of deals go the provider who helps "establish the buying vision" 26% goes to the vendor who "responds to a request"   Forrester     In ITSMA's 2012 How Buyers Consume Information Survey, over 70% of B2B technology buyers said they want to engage with sales reps before they identify a short list of preferred vendors. When asked at what stage of the buying process they find it useful to engage with salespeople, 24% of the respondents said during the "epiphany" stage (when they haven't yet recognized a definite need but are learning and exploring possibilities), 23% chose the "awareness" stage (when they have an identified need and are clarifying objectives and researching alternatives), and 24% selected the "interest" stage (when they are identifying a list of preferred vendors).   http://blogs.forrester.com/mark_lindwall/14-01-27-to_win_against_increasing_competition_equip_your_salespeople_with_a_deeper_understanding_of_your_buy
  2. 74% of deals go the provider who helps "establish the buying vision" 26% goes to the vendor who "responds to a request"   Forrester     In ITSMA's 2012 How Buyers Consume Information Survey, over 70% of B2B technology buyers said they want to engage with sales reps before they identify a short list of preferred vendors. When asked at what stage of the buying process they find it useful to engage with salespeople, 24% of the respondents said during the "epiphany" stage (when they haven't yet recognized a definite need but are learning and exploring possibilities), 23% chose the "awareness" stage (when they have an identified need and are clarifying objectives and researching alternatives), and 24% selected the "interest" stage (when they are identifying a list of preferred vendors).   http://blogs.forrester.com/mark_lindwall/14-01-27-to_win_against_increasing_competition_equip_your_salespeople_with_a_deeper_understanding_of_your_buy
  3. 95% of buyers want more benchmarking insights to help measure effectiveness against industry standards 81% of buyers want benchmarking tools to guide future investments.