Messaging Intelligence for Sales: Integration with Salesforce

 
201
30717
 
www.TrustSphere.com
 
©  201
3
 
TrustSphere
 
Solution  Brief
 
 
Messaging  Intelligence  for  Sales
 
Integration  with  Salesforce
®
 
 
AT  A  GLANCE
 
Turbo  Charge  the  Sales  Workflow:
 
Even  with  well
-­‐
integrated  
Salesforce  tools
,  sales  
organizations  are  hindered  by  incomplete  data
 
and
 
the
 
lack  of  adoption  by  sales  teams
.
 


Communication  
capture  
within  
Salesforce
 
is  
inadequate
 
as  sales  team
s  do
 
not  always  diligently  log
 
interaction  between  themselves  and  their  
Clients
 


M
essages
 
generated  outside  
of  Salesforce
 
are  
rarely  
captured
 
Rich  real
-­‐
time  relationship  
activity  data  brings  valuable
 
insight  across  the  organization
 
enabling
:
 


More  accurate  forec
asting
 


Stronger  pipeline  management  based  on  robust
,  true  
activity  data
 


Identify  unlogged  but  relevant  contacts
 
and  
connections
 
 
 
 
KEY  BENEFITS
 


Unlock  
significant
 
value  from  existing  data
 


Bring  external  relationships
 
and  connections
 
into  
view
 


Increase
s  
Salesforce  
adoption  and  use  
by  making  data  
richer  and  more  current
 
 
 
 
Selling  or  Managing  in  a  Fog  
-­‐
 
A  Real  Impact
 
to  Business  Performance
 
Good  decisions  are  made  when  data  is  timely,  accurate  and  readily  available  to  the  decision  makers
.  
A  
lack  of  ade
quate  
Salesforce
 
activity  data  creates  a  fog
,  which  impairs  smart  
decision
-­‐
making
 
and  
prioritization.
 
This  can
 
result  in  lost  renewals,  disgruntled  customers  a
nd  failed  prospect  conversions.
 
Additionally,  
communication  with  contacts  from  multiple  departmen
ts  within  an  organization  can  
confuse  and  muddle  the  sales  message;  causing  
a  poor  customer  experience
.
 
When  building  or  strengthening  relationships,  sales  staff  are  challenged  to  identify  existing  relationships  
their  organization  already  has  with  these  pr
ospects  or  customers.  
These  'hidden'  relationships  
could
 
be  
invaluable  to  closing  
the  sale;  leveraging  already  established
 
relationships  or  activity
 
(e.g.,  service,  
support,  engineering
,  finance
)
.
 
Salesforce  
and  AppExchange  are
 
trademarks  of  salesforce.com
,  
Inc
.
 
Incomplete  
Salesforce  
Data  
-­‐
 
A  Real  Problem
 
Salesforce  sol
utions  aim  to  provide  order,  method  and  
structure  to  the  sales  process.  Unfortunately,  most  of  
the  daily  communications  with  prospects,  customers  
and  partners  are  never  entered  into  Salesforce,  
resulting  in  often  patchy,  incomplete  data.
 
Consequently,  only
 
a  partial  picture  of  client  activity  
can  be  presented.
 
Have  valuable  clients  been  contacted  recently?
 
Are  sales  initiatives  being  followed  through  or  left  
hanging?
 
How  realistic  is  our  pipeline  based  on  current  sales  
team  activity?
 
Which  prospects,  client
s  or  partners  may  need  
immediate  attention  or  escalation?
 
 
 
 
201
30411
 
www.TrustSphere.com
 
©  201
3
 
TrustSphere
 
Messaging  Intelligence  for  Sales  
-­‐
 
Integration  with  Salesforce®
 
Intelligent  Reports  
-­‐
 
Expand  Your
 
Line  of  Sight  
–
 
Improve  Decision  Making
 
With  insight
s
 
from
 
communication  activity  
occurring
 
right  across
 
the
 
organization,  
sales  teams  can  
quickly  and  easily  see  the  
activity  status  of  their  
accounts  and  contacts,
 
and  
also  see  who  else  in  the  
organization  may  be  
contacting  them.    
Accounting?  Legal?  Customer  
Service?  Other  offices?
 
o

Use  
actual
 
data  from  
email  systems
 
to  
provide  an  accurate  view  of  the  latest  client  activity
 
o

Identify  if  new  leads  have  existing  relatio
nships  with  anyone  within  the  organization
 
o

Provide  current  context  to  aging  
Salesforce
 
leads
 
(those  that  have  not  been  updated  regularly)
,  enabling  
them  to  be  recycled  or  nurtured
.
 
 
TrustVault
™  
-­‐
 
The  Innovative  Solution
 
TrustSphere’s  
Messaging  Intelligenc
e  Platform
™
,
TrustVault,
 
can  provide  
Salesforce
 
users
 
with  a  
complete  picture  of  all  inbound  and  outbound  
communications  
in  relation  to
 
client  contacts  and  
opportunities.
 
TrustVault  uses  patent  pending  technology  to  identify,  authenticate  and  
refine
 
email  
traffic  data  in  real
-­‐
time.  This  innovative  
intelligence
,
 
"
Messaging  Intelligence
",
 
is  derived  from  raw  data
 
flows  across  the  
organization  and  maintain
s
 
a  real
-­‐
time  
relationship/activity  measure
 
with  prospects,  clients,  partners  
and  vendors.  This  
"relations
hip  activity  map"  augments  
Salesforce
 
and  provides  the  data  needed  to  
make  smarter  decisions.
 
Details
,
 
including  the  relationship
,
 
dates,  frequency,  direction  and  subjects  of  email  traffic  
(
both  within  
and  beyond  the  organization
)
 
can  be  linked  with  
Salesf
orce
 
data,  
with  the  TrustSphere  
Connector
 
App
 
and  
TrustVault
,  TrustSphere's  
Messaging  Intelligence  
Platform
 
on  premise  or  in  the  cloud.
 
Complete  your  
Salesforce
 
picture  wit
h  Messaging  Intelligence  for  Sales
!
 
 
Ask  us  how:    sales@trustsphere.com
 
 
 
 
TrustSphere
 
3  Phillip  Street
 
#13
-­‐
03  Commerce  Point
 
Singapore    048693
 
 
Tel:  
 
+
65  6536  5203  
 
Fax:    +65  6536  5463
 
 
www.trustsphere.com
 
TrustSphere
 
USA
 
1330  Avenue  of  the  Americas
 
23rd  Floor
 
New  York
,  NY  10019
 
Tel:  
 
+1  212  653  0652
 
Fax:
 
+1 212 653 0650

www.trustsphere.com