Mindjet DealNav FAQ FL 111410download.mindjet.com/static/pdf/eng/faq_dealnavigator_en.pdf · Mindjet Deal Navigator User FAQ ©2010 Mindjet 1 I. Product Overview What is Salesforce.com?

For Users of Salesforce.com®

User FAQ November 2010

Mindjet Deal Navigator User FAQ

Mindjet Corporation1160 Battery Street East

San Francisco CA 94111USA

www.mindjet.comToll Free: 877-MINDJETPhone: 415-229-4200

Fax: 415-229-4201

©2010 Mindjet

ContentsI. Product Overview 1

What is Salesforce.com? ............................................................................... 1

Who is Mindjet? ........................................................................................... 1

What is Mindjet Deal Navigator? .................................................................. 1

........................ 2

What are some of the notable features of Mindjet Deal Navigator? ............ 2

II. Technical Requirements 4What are the system requirements to run Mindjet Deal Navigator? ............ 4

III. Security 4Is my data secure?......................................................................................... 4

IV. Trial, Purchasing and Provisioning Information 4How do I request a trial of Mindjet Deal Navigator? .................................... 4

How do I purchase Mindjet Deal Navigator? ............................................... 4

........................... 5

How is Mindjet Deal Navigator delivered? .................................................... 5

V. Support 5Whom do I contact for technical support? ................................................... 5

................................................................ 5

VI. Professional Services & Training 5................. 5

VII. Screen Shots 6




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©2010 Mindjet

1

I. Product Overview

What is Salesforce.com?

Salesforce.com (NYSE: CRM) is a San Francisco-based company that describes itself as

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itself.

-ited and Enterprise. To learn more about salesforce.com, please visit their website.

Who is Mindjet?

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organize and manage projects of all kinds.

paid users.

What is Mindjet Deal Navigator?

-tor can be used with the Enterprise and Unlimited versions of salesforce.com.

are most important to their sales process. For that reason, many leading sales teams require

View, analyze, and track all relevant influencers and decision-makers in a single, consolidated view. Deal Navigator aggregates and displays contacts across multi-ple subsidiaries, divisions, and other companies, giving you the fastest way to see who matters most to each of your opportunities, regardless of account structure.




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©2010 Mindjet

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quickly prepare for account and opportunity reviews with your management team.

What are some of the notable features of Mindjet Deal Navigator?

Maximize your investment in salesforce.com and ensure data integrity and security. Mindjet Deal

accessed within a user’s salesforce.com account. All

Adherence to salesforce.com Permissions

Deal Navigator observes all the permissions set up by

Multi-account Display

an account administrator in salesforce.com. Thus, if a user has read-only rights to certain account informa-

Deal Navigator chart, while users with full edit permis-sion will be able to make all the changes described

appropriate salesforce.com record.

Instantly apply visual intelligence to your sales process.

edits made in Salesforce.




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by OpportunityClarify Sales Strategy Using Visual Cues. See which

important they are.

Opportunity Filterson Opportunity” command to display only the players

With Deal Navigator, you can use a range of colorful -

Contact Details Within the Map

Account or Contact Creation From Chart

pane within the map showing contact details

Click to create a new account or contact in salesforce.com

Contact Searchopportunity name. Results are immediately displayed in the chart.

shape of the contact “box” is altered to illustrate the fact that the contact is external)

Zoom Zoom in and out to increase or decrease the amount of

controls

Fit Map to Display

Center Map Click to center map on screen

Focus on Contact Click to focus on selected contact

Print Chart Print any chart displayed using Mindjet Deal Navigator

Export to High Resolution Image

Easily share org charts with others using high resolution image export




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©2010 Mindjet

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II. Technical Requirements

What are the system requirements to run Mindjet Deal Navigator?

SALESFORCE.COM REQUIREMENTS•

SUPPORTED OPERATING SYSTEMS AND BROWSERS

Browser Version

• Internet Explorer 8• Firefox 3.0 and above

Internet Explorer 7 and above• Firefox 3.5 and above

Internet Explorer 7 and above• Firefox 3.0 and above

Apple Macintosh Safari 3.x and 4.0••

Firefox 3.0 and above

III. Security

Is my data secure?

Security is maintained strictly within salesforce.com. Because Mindjet Deal Navigator runs within salesforce.com, your data never leaves salesforce.com and has the same security

IV. Trial, Purchasing and Provisioning Information

How do I request a trial of Mindjet Deal Navigator?

Trials are available via the Salesforce AppExchange at. Simply type “Deal Navigator” or “Mindjet” in

How do I purchase Mindjet Deal Navigator?




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©2010 Mindjet

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Please contact Mindjet Sales. Call 415-229-4300 or visit our website.

How is Mindjet Deal Navigator delivered?

Mindjet Deal Navigator is provisioned through the salesforce.com AppExchange. When you or

you with a url your salesforce.com administrator can use to download and install the Mindjet Deal Navigator “package” and enable selected team members to access the Deal Navigator

V. Support

Whom do I contact for technical support?

Technical Support online.

The URL is:

VI. Professional Services & Training

Mindjet.com website.

services team will work closely with you to understand your training requirements.

at 415-229-4300 for more details.




Fax: 415-229-4201


©2010 Mindjet

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VII. Screen Shots

Instantly evaluate the status of your key accounts

In order to win, you need to know your customer’s organization and all the people involved in a purchase decision. Mindjet® Deal Navigator automatically creates editable organization charts withinsalesforce.com so you can see ata glance who matters and whatactions are needed.

Map out next steps using visual cues. You can use colored

toward the deal. Easily add

to add meaning.

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-ing all key players and

by opportunity and stage to focus on the key players for a

Documents

Mindjet DealNav FAQ FL 111410download.mindjet.com/static/pdf/eng/faq_dealnavigator_en.pdf · Mindjet Deal Navigator User FAQ ©2010 Mindjet 1 I. Product Overview What is Salesforce.com?