Scott Shelander from Matthews International talks about how to produce successful sellers.

1. Beyond the Pipeline Report:
Producing Successful Sellers
Scott Shelander Adam Menzies
Director of Sales Salesforce Practice Lead
Matthews International Summa Technologies
@adamdmenzies

2. Safe harbor statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize
or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the
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our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate
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completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability
to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our
limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential
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Safe Harbor

3. Scott Shelander
Director Sales
sshelander@matw.com

4. We will be recognized as a global leader across the industries we serve by focusing on growth
and innovation for our customers through a unified One Matthews culture.

7. Challenges
 No measurable KPI’s
 No activity matrix or capability of managing
 The Opportunity object was used with out consistency
 There was no standards for conversion % or what was needed to obtain growth goals
 Limited/no visibility
 Sales had no real time visibility to SAP order pipeline
 Sales was provided monthly revenue results 9 days after close of month
 There was no ability to track, manage, or measure campaign/program performance
 Four year declining performance record

8. $13,500,000
$14,000,000
$14,500,000
$15,000,000
$15,500,000
$16,000,000
$16,500,000
$17,000,000
FY2011 FY2012 FY2013 FY2014 FY2015
Five Year Performance Trend
Five Year Performance Trend
(Projected)

9. Conversion of Opportunities to
achieve growth goal
Opportunity Creation Conversion to achieve growth %
Activity goal created for FY15 of 48,000 with a 3%
conversion rate
FY15 Objective was growth of 1.5 million
or 12%
Objective to create 1,440 opportunities at
average size 4k
Developing the right KPIs and performance metrics

12. Define Our Current State
Understand How
We Want to Work
Iteratively Develop andAdopt
Solution Approach
How do we move our business from paper notebooks to mobile dashboards?

13. Outcomes and Success Metrics
DASHBOARD DEMO

14. Ownership & Maintenance How does Matthews keep the momentum going?
Use Case
Business
Owners
Matthews
Admins
Matthews
IT
Premier
Success
Managed
Services
Project
Work
Reports/Dashboards
X X
New Fields
X X
Simple Workflows
X X
Complex Workflows
X X
Triggers
X
Integration
X X
Strategy
X X X X

15. Q&A

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17. Thank you