Problem/Current State:

Your organization spent a lot of time and money administering your current CRM system.  It’s a broad solution designed to satisfy Sales, Service, Support and Marketing on a global basis.  Because it’s not purpose built for sales reps, the reality is the solution actually:

  • Slows reps down (it’s time consuming to update and little to no-value for them)

  • Rarely gets used: due to low employee engagement, you constantly have stale CRM data frustrating Sales Operations and your management chain.

  • Lacks flexibility: simple things that sales would need aren’t possible



Solution

Understanding the frustrations and limitations of CRM systems, we’ve created a Deal Management Platform (360Pipe) 100% designed and focused on the sales rep and their manager.  You will love using our productivity enhancing platform and it will help your team in the following ways:

  • Increase productivity and efficiency

    • You will love using 360Pipe’s Deal Management Platform.  Finally an all in one platform where you can truly have all information in click (Deal information, contacts, IT Landscape, Close Plans, etc.). No more sifting and searching through Excel, Word, Evernote, hand written notes etc.  Helpful tools such as question prompters are built in to keep you firing on all cylinders

    • Real time everything: Impromptu call from your manager asking you specific deal questions?  Getting ready for a weekly forecast call?  QBR coming up?  Have Stale data (across all your deals) in your CRM you need to update ASAP?  Never again will you burdened with these administrative tasks.  With 360Pipe, everything is up to date and “prep time” is non-existent leaving you more time to sell.

  • Dramatically improve Sales Funnel Accuracy

    • Customer Collaboration: You gathered deal information and your prospect shared all the steps that will occur between today’s date and their vendor selection date (“close plan”).  You’re now enabled to digitally valid8 this with your contact to ensure nothing was missed and both sides stay on track.  

  • Leverage Best Practice Tools & Templates

    • Briefing Document: Fill this in prior to a meeting which allows you to standardize as part of your sales methodology.  This will save valuable time and keep all participants focused on the purpose and objectives of the meeting

    • Close Plan: A must have for any “real deal”.  This should be built out together with the customer and once they valid8 accuracy, the icon shows confirming the deal is tracking.

    • Real-Time QBR: Preparing for a QBR literally takes no more than 30 seconds.  You simply select the QBR tab, choose the deals you plan to discuss and hit go. 



Business Value

  • Data Loss Prevention - Ironically, because traditional CRM systems slow reps down, information gets stored in disparate systems such as: Excel, Word Evernote, etc.  In most cases, when reps part ways with your organization they take that valuable information with them.  With our solution, even if they delete their data you can “flashback” and have all information back in your company hands so you can pick up with the prospect where you left off.

  • Increase Forecast Accuracy by 37% By digitally validating opportunity details and close plans with your top prospects, 360Pipe estimates that accuracy will increase by 37%.

  • Save Time & Improve Focus: Take a look at the impressive numbers below and feel free to drill down into our interactive ROI calculator for specifics.

    • Reps _______ hrs/month

    • Managers ________ hrs/month

Note: Because next steps across all opportunities are in a consolidated view, it makes reps laser focused and far more productive

  • Increase Revenue

    • Trusted Advisor: People by from people.  Our platform is designed to not only capture valuable information from prospects but more importantly collaborate and validate data with them.  You’ll be more organized, know more about their project and ask value added questions making you the the trusted advisor.  

    • Close more deals - Since you have all this incredible information and are deemed to be the trusted advisor, this strong relationship will enable you qualify or disqualify opportunities more rapidly.  This means you’ll invest your time in opportunities where you have the highest probability of winning.

      • CSO Insights Survey: 60% of sales organizations report a longer sales cycle due to a lack of proper sales tools

    • Reduce churn - reps that are consistently closing deals and over-achieving their quota are happy and loyal.  This reduces churn meaning you don’t lose time interviewing, hiring, onboarding, etc.  It also means your productive reps remain productive and revenues will continue to rise.

      • Bridge Group Research: 34% annual turnover in sales


Watch our video demo for more information and check out our ROI calculator to determine the savings to your company.