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A Salesforce Business Case for:
Natalija PavicSolution [email protected] | 647 640 2403 | @NatalijaPavic
ExampleMayo Clinic• Large Enterprise Customer• Many cost centers• Changes to the Affordable Care
Act triggered a review• Current system is bogged down
by inefficiencies• Multiple departments are feeling
pains
Challenges
Working in SilosLack of Visibility & Insight
Unfulfilled Productivity Potential
Processes Impeding instead of Enabling Sales
Priorities: o Expect revenue contributiono Align process to customerso Help channel sell better
Challenges:oNo info in systemo Reps pinging too many timesoDeals killed due to process
Charlie Channel Sales Representative
What I Will Show You
1. Partner deal registration2. Tasks & notifications3. Lead to opportunity
conversions4. Insight from account
history5. Collaboration
Priorities: o Ensure reps are successfulo Meet targetso Get promotion
Challenges:oNo insight into performanceo Inability of foresighto Silo-ed team
Sonya Sales Manager
What I Will Show You
1. Insights with data on dashboard
2. Impact of sales activities3. Taking management
action in platform4. Automated approval
processes