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Webinar: Sales tech, beyond the CRM

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Webinar: Sales tech, beyond the CRM

  1. 1. Technology is not only transforming businesses, but entire industries are being disrupted by technology. Therefore, it is no surprise that commercial teams should be at the cutting edge of this revolution. From prospecting to service; cloud, big data, social, AI, mobile and connected devices are transforming business processes in an unprecedented way.
  2. 2. Organizations are adopting n e w t e c h n o l o g i e s t o acquire a competitive advantage while boosting productivity & profitability.
  3. 3. As leaders we are called to innovate and deploy smarter solutions faster than ever before and…with less resources. Thankfully today’s technology can help!
  4. 4. POLL Assuming you already have a CRM, which technologies do you feel could provide greater value to your company?
  5. 5. Today we live in a smarter world. We have gone from 10 million PCs to 6 billion smartphones and 75 billion connected “things”. These changes create a massive network of information with unprecedented interaction. In recent years, we have quickly adopted mobile devices, social media and the Internet of Things (IoT) as key elements of everyday life and most of us haven’t even noticed. Furthermore, we have entered the era of Artificial Intelligence (AI) democratization, creating a new opportunity and a new challenge to the business world. Many experts consider AI the most important technological revolution since the creation of the Internet!
  6. 6. 61%of consumers say that technology has redefined human behaviors. The same is happening in the business world.
  7. 7. CUSTOMERIn this new world, customers expect a higher level of convenience and relevant experiences in their daily lives. Businesses are expected to deliver personalized experiences at anytime, through any channel and from anywhere. AGE OF THE
  8. 8. CUSTOMERAGE OF THE
  9. 9. THE ROADMAP TO A SMARTER WORLD
  10. 10. MOBILE APPS. INFINITE POSSIBILITIES. 3 ways to get the most out of Mobile Apps. STAY CONNECTED! • Now you can access all the vital information you need in real time, from any device, at anytime and from anywhere. • Plan your day and deliver on your commitments consistently from your daily planner app. • Make quicker and better informed decisions with real-time data from Dashboards and Custom Reports. • See everything that’s important to you in seconds with Feed First design. Mobile Apps
  11. 11. TAKE ACTION! • Collaborate in real time, align team efforts and acknowledge results as they happen. • Manage Leads, Contacts, Accounts, Opportunities and Cases right from your phone. • Use Collaboration to share ideas, create polls and engage with your teams in a whole new way. • Manage approvals and workflows on the go. Mobile Apps MOBILE APPS. INFINITE POSSIBILITIES. 3 ways to get the most out of Mobile Apps.
  12. 12. MAKE IT YOUR OWN! • It’s easy to customize Mobile App to address non-traditional matters and engage with different areas of your business. • Manage inter-departmental workflows, verify inventories and even create your own hiring app. • Build point-and-click Custom Apps and roll them quickly and easily. • Download existing apps from an App eco system and start leveraging best-in-class apps in minutes that fully integrate with your CRM! Mobile Apps MOBILE APPS. INFINITE POSSIBILITIES. 3 ways to get the most out of Mobile Apps.
  13. 13. UNLIMITED USE CASES Mobile Apps
  14. 14. Social Marketing is no longer used only to attract customers, but also to manage the full life cycle of each customer or prospect with the aim of turning them into brand advocates. The results are impressive! Social Marketing Aumento ROI Marketing + 43%+ 40% Aumento Ingresos + 41% Aumento Conversión Aumento Ingresos por Sesión (Web) + 53% + 46% Aceleración CampañasIncreased income Increased conversion Campaign acceleration Increased Income (web) Increased ROI Marketing
  15. 15. Social Marketing Value Beneficios del Marketing Cloud ​Unificación de la Data Una sola vista del cliente integrando datos de todas sus fuentes y tome acción. ​Personalice las Jornadas Cree mensajes puntuales, únicos y relevantes según los comportamientos del cliente en tiempo real . ​Interacción Multi Canal Entregue contenido relevante vía SMS, email, medios sociales, publicidad y vía web. ​Analice Todo Mida el impacto de su negocio y optimice cada interacción para crecer sus ventas y la fidelización de sus clientes. Cree sus jornadas personalizadas 1:1Benefits of the Marketing Cloud • Personalize your email marketing like never before • Create exceptional social experiences • Predict relevant content for your audience • Engage more personally with mobile messaging • Manage ads that drive purchases • Create cross-channel journeys
  16. 16. Click Facebook Ad Newsletter Sign-up Personalized Content Email Mobile Opt-inDownload App Contact Customer Support Evangelize on Facebook Support Issue Resolved First Purchase Social Marketing provides you full control of the customer journey through their entire life cycle. Take control and ensure every touchpoint delivers an extraordinary experience. Social Marketing Value
  17. 17. Social Marketing Value
  18. 18. It is expected that consumers will place more orders via their phones than from any other channel before the end of 2017. Modern E-commerce platforms ensure a strong and intelligent integration of in-store POS with the EC platform to offer a holistic and personalized experience to each client. E-Commerce
  19. 19. •Multi-Channel (Store, Mobile and Web) • Intuitive • Social • Easy to use • Predictive • Integrated with CRM • Flexible • Quick to Create / Modify • Automated workflows/rules • With AI A More Powerful E-Commerce
  20. 20. Increasingly, everyday objects are also using the Internet to connect to the cloud forming an "Internet of things". It is estimated that 1,9B devices are already connected in the IoT. People connect to the Internet to access information, communicate with others and do business. But now, its just not people, objects are also connected and interacting with systems and each other. The IoT is widely used in the manufacturing and energy industries to track machinery operations, bug reports and raise alert services. What is IOT?
  21. 21. Now companies can harness the power of IoT and convert data generated by each of its customers, partners, devices and sensors into meaningful action. With the cloud, IoT can process massive amounts of data, build business rules with simple and intuitive tools, and interact wth customers pro- actively and in real time! IOT value
  22. 22. Artificial Intelligence (AI) is usually defined as the science of making computers do things that require intelligence when done by humans. - in other words, performing tasks such as reasoning, planning, learning and language comprehension. AI has big implications for the way we work in the future. What is AI?
  23. 23. What does AI adds to CRM? Imagine being able to pick up signals and feelings in real time, from any source (mobile, objects, social media, etc.) from anywhere and be able to analyze this information with data from your CRM. But beyond this, imagine that the CRM will make recommendations without your help. It's like having a crystal ball that can predict and recommend the next steps in sales, marketing, or service interaction for each client. Companies that adopt AI may create revolutionary experiences that far exceed customer expectations. Imagine a seamless connection with the customer that understands their behaviors and patterns to predict future requirements and expectations. AI Value
  24. 24. IA has implications for each commercial area of the business. Implications of AI Sales will be able to pre-qualify prospects, anticipate when an opportunity requires attention and focus on the best sales strategies and tactics for each deal. The customer experience will be fully customized across every channel, in accordance to each customer’s individual needs and the milestone within their journey.
  25. 25. “Technology makes the world a new place.” Hoshana Zuboff
  26. 26. QUESTIONS?
  27. 27. Top Salesforce Add-On Apps to Maximize Sales Productivity! Seamless Calendar and Email Synch Interactive Documents (Quotes, Contracts) and E-Signature Holistic Performance, Goals and Coaching Management Seamless Affordable Integration with 3rd Party Apps.
  28. 28. On-going support packages Sales Leadership, Adoption & Change Management Basic User, Administrator, Power User and Strategic Sales Commercial Process Consulting Configuration, Development, Integration & Support
  29. 29. THANK YOU
  30. 30. Contact us! w w w . d o b l e g r o u p . c o m @doblegroup /doblegroup /+doblegroup Company/doble-group-llc doblegroup /DobleGroup
  31. 31. Doble Group, LLC D o b l e G r o u p , L L C i s a b o u t i q u e c o n s u l t i n g f i r m t h a t f o c u s e s o n i m p r o v i n g c o m m e r c i a l b u s i n e s s r e s u l t s t h r o u g h C R M s o l u t i o n s a n d t h e a l i g n m e n t o f t h e o r g a n i z a t i o n , i t s p r o c e s s e s a n d t e a m s f o r s u c c e s s . W e d e l i v e r o u r s e r v i c e s t h r o u g h h i g h l y c u s t o m i z e d c o n s u l t i n g , t r a i n i n g a n d c o a c h i n g p r o g r a m s a n d t h e w o r l d ’ s # 1 C R M t e c h n o l o g i e s , S a l e s f o r c e .

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