may 2013 umberto milletti, ceo @umberto accelerating revenue with crm intelligence™
TRANSCRIPT
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May 2013
Umberto Milletti, CEO@umberto
Accelerating Revenuewith CRM Intelligence™
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InsideView Is CRM Intelligence
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A Blockbuster Year for InsideView
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1,300New Companies
12,000+New Paid Users
98%Customer Retention Top Tier Partners
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A Blockbuster Year For Our Customers
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+22%Increase in Lead Conversion
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A Blockbuster Year For Our Customers
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+12%Increase in Win Rate
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A Blockbuster Year For Our Customers
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+33%Increase in Average Deal Size
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A Blockbuster Year For Our Customers
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58%Increase in Lead Conversion
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A Blockbuster Year For Our Customers
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17%Increase in Win Rate
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A Blockbuster Year For Our Customers
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54%Increase in ASP
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Enterprises Rely on InsideView to Win
Technology FinancialServices Non-Profit Information &
ConsultingTransportation Retail
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[There is] immense turmoil in all aspects of customer interaction and revenue generation… We believe we are at the dawn of a new era for generating revenue.
“ ”
Sept. 2012
Big Changes in the B2B Buying Process
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B2B Companies Are Facing a “Perfect Storm” of Challenges…
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…and Current CRM Automation Isn’t Enough
Buyers Are Driving the Process
Email Response Rates Have Collapsed Inbound Leads
Lack Required Information
Cold Calling Is Dead
Information Overload… It’s Needed
But Unmanageable
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2005
Evolution of CRM: Sales Force Automation
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Sales WorkflowSCALE & EFFICIENCY
SALES AUTOMATION
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Evolution of CRM: Marketing Automation
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MARKETING2008
Marketing WorkflowSCALE & EFFICIENCY
SALES AUTOMATION
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MARKETING
INTELLIGENCE TODAY
CRM Intelligence
SALES AUTOMATION
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CRM Intelligence Accelerates Revenue
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Currently theLead Architect
DECISION MAKERS Worked with your current VP of Finance
RELATIONSHIPS
Big fan ofthe SF Giants
SOCIAL MEDIA
Business Unit of aCurrent Customer
CONNECTIONS
Closed $20mRecent Funding
BUSINESS EVENTS
Nick Thomson415.123.6789
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InsideView CRM Intelligence
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CRMINTELLIGENCE
PLATFORM
Social
Media
Financial
CRM AutomationInsideViewfor Marketing
InsideViewfor Sales
InsideViewfor Account
Management
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InsideView ForAccount Management
• Stay on Top of Account Changes • Watch News Affecting Accounts• Get Insights Into Business Events
InsideView for Sales• Native Integration with CRM
Systems• Get Relevant Insights About
Prospects• Connect with Decision
Makers
InsideView for Marketing• Add Quality Data, Insights and
Connections to Leads• Real-Time & Automatic • Data Quality & Consistency
CRM Intelligence
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CRMINTELLIGENCE
PLATFORM
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IntroductionInsideView for Marketing
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Challenge: Unqualified, Incomplete Leads
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Of Inbound Leads Lack the Minimum Information Required for Immediate Scoring and Routing
76%
Marketing Sherpa, 2013
?
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demo
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COST SAVINGIn Manual Qualification & Assignment
INCREASE IN CONVERSIONfrom Improved Web Form Conversion
RETURN ON INVESTMENTDramatic Revenue Impact
Find, Close, and Grow Customers
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50%+
11%+
39x=
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CRM Intelligence – Across the Customer Lifecycle
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MARKETING
SALES
ACCOUNT MANAGEMNT
Campaignand Engage
Convertand Win
Retain and Grow
Account Management
Recomm
endClean
Sales
Enrich
Target
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Customer Lifecycle Slide
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EVERYTHING HAS CHANGED Intelligence is Fundamental to Modern CRM
INSIDEVIEW IS CRM INTELLIGENCEEvery Stage of the Customer Lifecycle
ACCELERATE REVENUEFind, Close and Grow Accounts
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Umberto Milletti, CEO@umberto