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How to stop ignoring your best
customers and start embracing
Customer Relationship Intelligence
sell!
Help your
sales reps
Help your sales reps sell!
1Pramata.com
As a senior sales pro,
you’ve seen it happening
for a long time now:
Help your sales reps sell!
2Pramata.com
Something
schizophrenic
is going on in sales.
Help your sales reps sell!
3Pramata.com
It’s a disconnect
between what you
really want to do,
Help your sales reps sell!
4Pramata.com
and what you’re
doing instead.
Help your sales reps sell!
5Pramata.com
The result.
Help your sales reps sell!
6Pramata.com
Not enough
relevant
conversations
with your current
customers.
Help your sales reps sell!
7Pramata.com
A disproportionate
focus on initiatives
that bring
little revenue.
Help your sales reps sell!
8Pramata.com
Sales strategies
that are only
partly strategic.
Help your sales reps sell!
9Pramata.com
Let us explain.
Help your sales reps sell!
10Pramata.com
You know this
In most companies,
80% of next year’s revenue
comes from existing
customers.
Help your sales reps sell!
11Pramata.com
It’s a no brainer.
Help your sales reps sell!
12Pramata.com
Your sales reps should be
spending their time courting
the people they know.
Who’ve already bought
from you.
Help your sales reps sell!
13Pramata.com
And do it properly.
Gracefully.
Romeo-style.
Help your sales reps sell!
14Pramata.com
	 Never miss an opportunity to show they care.
And advise your customers throughout the buying cycle.
That means:
Help your sales reps sell!
15Pramata.com
That means:
	 Never miss an opportunity to show they care.
And advise your customers throughout the buying cycle.
	 Anticipate their every wish.
And upsell them what they’ll need next year.
Help your sales reps sell!
16Pramata.com
That means:
	 Never miss an opportunity to show they care.
And advise your customers throughout the buying cycle.
	 Anticipate their every wish.
And upsell them what they’ll need next year.
	 Understand what’s missing.
And cross-sell the products and services they need to truly
make their business sing.
Help your sales reps sell!
17Pramata.com
That means:
	 Never miss an opportunity to show they care.
And advise your customers throughout the buying cycle.
	 Anticipate their every wish.
And upsell them what they’ll need next year.
	 Understand what’s missing.
And cross-sell the products and services they need to truly
make their business sing.
	 Know their innermost needs.
And sweep them off their feet with a killer contract renewal offer.
Help your sales reps sell!
18Pramata.com
But instead, sales
departments
all over the world
are doing
the opposite.
Help your sales reps sell!
19Pramata.com
They’re focusing
all their efforts
on wooing
complete strangers.
Help your sales reps sell!
20Pramata.com
They’re doing everything
to hook new business:
Help your sales reps sell!
21Pramata.com
Data analytics
Help your sales reps sell!
22Pramata.com
Lead generation
Help your sales reps sell!
23Pramata.com
Pipeline
management
Help your sales reps sell!
24Pramata.com
Follow-up calls
(and emails)
Help your sales reps sell!
25Pramata.com
Investment
in CLM, CPQ, and
Sales Performance
Management
Help your sales reps sell!
26Pramata.com
None of that is wrong.
Help your sales reps sell!
27Pramata.com
New business
is important too.
Help your sales reps sell!
28Pramata.com
What’s wrong is this.
Help your sales reps sell!
29Pramata.com
This focus on new business
makes companies shamefully
underserve the valuable,
existing customers that
promise the really big, juicy
chunks of revenue.
Help your sales reps sell!
30Pramata.com
That’s
schizo sales.
Help your sales reps sell!
31Pramata.com
That’s
schizo sales.
And it’s happening for one, absurd reason:
Help your sales reps sell!
32Pramata.com
All the hard work that goes
into building new – albeit less
profitable – business...
Help your sales reps sell!
33Pramata.com
is often a hell of a lot easier
than getting your salespeople
– even the most basic –
information about your
existing customers.
Help your sales reps sell!
34Pramata.com
You’ve known this for a long time:
The really good nuggets
of information about them
aren’t anywhere near
your CRM.
Help your sales reps sell!
35Pramata.com
Things like:
	 What you’ve sold them, when, at what price
(and what they didn’t buy)
Help your sales reps sell!
36Pramata.com
	 What you’ve sold them, when, at what price
(and what they didn’t buy)
	 The exceptions, discounts, SLAs, and delivery
deadlines you’ve negotiated
Things like:
Help your sales reps sell!
37Pramata.com
	 What you’ve sold them, when, at what price
(and what they didn’t buy)
	 The exceptions, discounts, SLAs, and delivery
deadlines you’ve negotiated
	 When you delivered
Things like:
Help your sales reps sell!
38Pramata.com
	 What you’ve sold them, when, at what price
(and what they didn’t buy)
	 The exceptions, discounts, SLAs, and delivery
deadlines you’ve negotiated
	 When you delivered
	 How much - and when - they’ve paid
Things like:
Help your sales reps sell!
39Pramata.com
	 What you’ve sold them, when, at what price
(and what they didn’t buy)
	 The exceptions, discounts, SLAs, and delivery
deadlines you’ve negotiated
	 When you delivered
	 How much - and when - they’ve paid
	 When their contract comes up for renewal
Things like:
Help your sales reps sell!
40Pramata.com
You also know:
this kind of data would
massively help your
sales reps:
Help your sales reps sell!
41Pramata.com
Call the right person
at the right time,
Help your sales reps sell!
42Pramata.com
Have a meaningful
conversation
Help your sales reps sell!
43Pramata.com
And make exactly
the right offer.
Help your sales reps sell!
44Pramata.com
The problem is:
for sales.
it’s not accessible
Help your sales reps sell!
45Pramata.com
The data sits
In your contracts
Help your sales reps sell!
46Pramata.com
In your contracts
In your billing system
The data sits
Help your sales reps sell!
47Pramata.com
In your contracts
In your billing system
The data sits
In your other systems
of record
Help your sales reps sell!
48Pramata.com
And getting it out of there (and
to your sales people) requires
such superhuman effort that
anyone would give up.
(You know this. You’ve
probably tried.)
It looks something like this:
Help your sales reps sell!
49Pramata.com
legal.You go to
Help your sales reps sell!
50Pramata.com
They’re too busy drafting up new
stuff to have the time to dig out
old contracts for you.
You wait.
Pramata.com 51
Help your sales reps sell!
Help your sales reps sell!
52Pramata.com
(They’re busy!). When they finally do
find your files, you see:
there isn’t just one contract.
There’s oodles of
complex documents.
Pramata.com 53
Help your sales reps sell!
An SLA, and a contract for every time
they’ve bought something. Plus SOWs,
add-ons, discounts, rebates, exceptions.
54
Help your sales reps sell!
Pramata.com
Help your sales reps sell!
55Pramata.com
They’re probably
outdated.
Help your sales reps sell!
56Pramata.com
Because customer relationships,
by nature, keep on changing
(new SLA, anyone?).
Help your sales reps sell!
57Pramata.com
It’s in legalese.
Help your sales reps sell!
58Pramata.com
The data you want is cocooned up
in risk-mitigating, arcane law-speak.
Which makes it bloody useless
for salespeople.
Help your sales reps sell!
59Pramata.com
Had enough yet?
Help your sales reps sell!
60Pramata.com
Had enough yet? No?
Help your sales reps sell!
61Pramata.com
Had enough yet? No?
There’s more :)
Help your sales reps sell!
62Pramata.com
Repeat.
Help your sales reps sell!
63Pramata.com
You have to do the whole thing again,
manually, for every one
of your customers.
Help your sales reps sell!
64Pramata.com
Repeat again.
Help your sales reps sell!
65Pramata.com
Don’t forget: you haven’t even been
to the finance department yet.
Enter data.
66Pramata.com
Help your sales reps sell!
Help your sales reps sell!
67Pramata.com
Nor have you yet put the data
in your CRM, where it’s needed.
Help your sales reps sell!
68Pramata.com
In short:
Help your sales reps sell!
69Pramata.com
Forgeddaboutit.
Help your sales reps sell!
70Pramata.com
It’s just too much of a
colossal pain in the butt
to get at relationship
intelligence data about your
existing customers and make
it available to your reps.
Help your sales reps sell!
71Pramata.com
It’s why you probably
– like so many companies
– focus on new business instead.
Help your sales reps sell!
72Pramata.com
It’s why you’re treating
your old buddies with the
fat wallets like strangers
you’ve only just met.
Help your sales reps sell!
73Pramata.com
It’s why your reps aren’t having
more meaningful sales
conversations.
Help your sales reps sell!
74Pramata.com
It’s why your retention
initiatives are only okay.
Help your sales reps sell!
75Pramata.com
In short:
Help your sales reps sell!
76Pramata.com
It’s why you’re missing
some of your
best opportunities.
Help your sales reps sell!
77Pramata.com
It’s frustrating.
Help your sales reps sell!
78Pramata.com
It’s costing you money.
Help your sales reps sell!
79Pramata.com
And it’s old news to you.
Help your sales reps sell!
80Pramata.com
So where’s the new news?
You can change all that.
It’s this:
Pramata.com 81
Help your sales reps sell!
Help your sales reps sell!
82Pramata.com
We call it Pramata Customer
Relationship Intelligence™
(or CRI) and it’s all about
giving your salespeople
access to the juicy data
that helps them make the
most of their valuable
existing relationships.
Download our eBook:
The 5 Principles of Customer Relationship Intelligence
1Pramata.com
< INSIDE BACK COVER >
The 5 Principles
of Customer
Relationship
Intelligence
How contract, billing and customer data can
work together to increase your ‘Return on CRM’
Help your sales reps sell!
83Pramata.com
	 CRI automates the process.
	 It loves hugely complex relationships.
	 It keeps up to date with any changes.
	 It translates legalese into plain
old English.
	 And it’s absolutely pain-free,
and totally in bed with your CRM.
Sounds good?
Talk to us
The even better news:
Pramata.com
Or follow us:
Help your sales reps sell!
84Pramata.com
We provide businesses with
actionable insight into their
complex customer relationships.
We get essential relationship data
out of their contracts and billing
systems, put it into plain English,
and stick it where it’s needed most:
inside CRM.
We are helping some of the world’s
most competitive companies
turbo-charge their CRMs and
pave the way for more relevant
conversations and smarter sales
initiatives, based on accurate,
real-time, actionable customer
intelligence data.
And we can do the same for you.
We’re Pramata and we do CRI.

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Help Your Sales Reps Sell

  • 1. How to stop ignoring your best customers and start embracing Customer Relationship Intelligence sell! Help your sales reps
  • 2. Help your sales reps sell! 1Pramata.com As a senior sales pro, you’ve seen it happening for a long time now:
  • 3. Help your sales reps sell! 2Pramata.com Something schizophrenic is going on in sales.
  • 4. Help your sales reps sell! 3Pramata.com It’s a disconnect between what you really want to do,
  • 5. Help your sales reps sell! 4Pramata.com and what you’re doing instead.
  • 6. Help your sales reps sell! 5Pramata.com The result.
  • 7. Help your sales reps sell! 6Pramata.com Not enough relevant conversations with your current customers.
  • 8. Help your sales reps sell! 7Pramata.com A disproportionate focus on initiatives that bring little revenue.
  • 9. Help your sales reps sell! 8Pramata.com Sales strategies that are only partly strategic.
  • 10. Help your sales reps sell! 9Pramata.com Let us explain.
  • 11. Help your sales reps sell! 10Pramata.com You know this In most companies, 80% of next year’s revenue comes from existing customers.
  • 12. Help your sales reps sell! 11Pramata.com It’s a no brainer.
  • 13. Help your sales reps sell! 12Pramata.com Your sales reps should be spending their time courting the people they know. Who’ve already bought from you.
  • 14. Help your sales reps sell! 13Pramata.com And do it properly. Gracefully. Romeo-style.
  • 15. Help your sales reps sell! 14Pramata.com Never miss an opportunity to show they care. And advise your customers throughout the buying cycle. That means:
  • 16. Help your sales reps sell! 15Pramata.com That means: Never miss an opportunity to show they care. And advise your customers throughout the buying cycle. Anticipate their every wish. And upsell them what they’ll need next year.
  • 17. Help your sales reps sell! 16Pramata.com That means: Never miss an opportunity to show they care. And advise your customers throughout the buying cycle. Anticipate their every wish. And upsell them what they’ll need next year. Understand what’s missing. And cross-sell the products and services they need to truly make their business sing.
  • 18. Help your sales reps sell! 17Pramata.com That means: Never miss an opportunity to show they care. And advise your customers throughout the buying cycle. Anticipate their every wish. And upsell them what they’ll need next year. Understand what’s missing. And cross-sell the products and services they need to truly make their business sing. Know their innermost needs. And sweep them off their feet with a killer contract renewal offer.
  • 19. Help your sales reps sell! 18Pramata.com But instead, sales departments all over the world are doing the opposite.
  • 20. Help your sales reps sell! 19Pramata.com They’re focusing all their efforts on wooing complete strangers.
  • 21. Help your sales reps sell! 20Pramata.com They’re doing everything to hook new business:
  • 22. Help your sales reps sell! 21Pramata.com Data analytics
  • 23. Help your sales reps sell! 22Pramata.com Lead generation
  • 24. Help your sales reps sell! 23Pramata.com Pipeline management
  • 25. Help your sales reps sell! 24Pramata.com Follow-up calls (and emails)
  • 26. Help your sales reps sell! 25Pramata.com Investment in CLM, CPQ, and Sales Performance Management
  • 27. Help your sales reps sell! 26Pramata.com None of that is wrong.
  • 28. Help your sales reps sell! 27Pramata.com New business is important too.
  • 29. Help your sales reps sell! 28Pramata.com What’s wrong is this.
  • 30. Help your sales reps sell! 29Pramata.com This focus on new business makes companies shamefully underserve the valuable, existing customers that promise the really big, juicy chunks of revenue.
  • 31. Help your sales reps sell! 30Pramata.com That’s schizo sales.
  • 32. Help your sales reps sell! 31Pramata.com That’s schizo sales. And it’s happening for one, absurd reason:
  • 33. Help your sales reps sell! 32Pramata.com All the hard work that goes into building new – albeit less profitable – business...
  • 34. Help your sales reps sell! 33Pramata.com is often a hell of a lot easier than getting your salespeople – even the most basic – information about your existing customers.
  • 35. Help your sales reps sell! 34Pramata.com You’ve known this for a long time: The really good nuggets of information about them aren’t anywhere near your CRM.
  • 36. Help your sales reps sell! 35Pramata.com Things like: What you’ve sold them, when, at what price (and what they didn’t buy)
  • 37. Help your sales reps sell! 36Pramata.com What you’ve sold them, when, at what price (and what they didn’t buy) The exceptions, discounts, SLAs, and delivery deadlines you’ve negotiated Things like:
  • 38. Help your sales reps sell! 37Pramata.com What you’ve sold them, when, at what price (and what they didn’t buy) The exceptions, discounts, SLAs, and delivery deadlines you’ve negotiated When you delivered Things like:
  • 39. Help your sales reps sell! 38Pramata.com What you’ve sold them, when, at what price (and what they didn’t buy) The exceptions, discounts, SLAs, and delivery deadlines you’ve negotiated When you delivered How much - and when - they’ve paid Things like:
  • 40. Help your sales reps sell! 39Pramata.com What you’ve sold them, when, at what price (and what they didn’t buy) The exceptions, discounts, SLAs, and delivery deadlines you’ve negotiated When you delivered How much - and when - they’ve paid When their contract comes up for renewal Things like:
  • 41. Help your sales reps sell! 40Pramata.com You also know: this kind of data would massively help your sales reps:
  • 42. Help your sales reps sell! 41Pramata.com Call the right person at the right time,
  • 43. Help your sales reps sell! 42Pramata.com Have a meaningful conversation
  • 44. Help your sales reps sell! 43Pramata.com And make exactly the right offer.
  • 45. Help your sales reps sell! 44Pramata.com The problem is: for sales. it’s not accessible
  • 46. Help your sales reps sell! 45Pramata.com The data sits In your contracts
  • 47. Help your sales reps sell! 46Pramata.com In your contracts In your billing system The data sits
  • 48. Help your sales reps sell! 47Pramata.com In your contracts In your billing system The data sits In your other systems of record
  • 49. Help your sales reps sell! 48Pramata.com And getting it out of there (and to your sales people) requires such superhuman effort that anyone would give up. (You know this. You’ve probably tried.) It looks something like this:
  • 50. Help your sales reps sell! 49Pramata.com legal.You go to
  • 51. Help your sales reps sell! 50Pramata.com They’re too busy drafting up new stuff to have the time to dig out old contracts for you.
  • 52. You wait. Pramata.com 51 Help your sales reps sell!
  • 53. Help your sales reps sell! 52Pramata.com (They’re busy!). When they finally do find your files, you see: there isn’t just one contract.
  • 54. There’s oodles of complex documents. Pramata.com 53 Help your sales reps sell!
  • 55. An SLA, and a contract for every time they’ve bought something. Plus SOWs, add-ons, discounts, rebates, exceptions. 54 Help your sales reps sell! Pramata.com
  • 56. Help your sales reps sell! 55Pramata.com They’re probably outdated.
  • 57. Help your sales reps sell! 56Pramata.com Because customer relationships, by nature, keep on changing (new SLA, anyone?).
  • 58. Help your sales reps sell! 57Pramata.com It’s in legalese.
  • 59. Help your sales reps sell! 58Pramata.com The data you want is cocooned up in risk-mitigating, arcane law-speak. Which makes it bloody useless for salespeople.
  • 60. Help your sales reps sell! 59Pramata.com Had enough yet?
  • 61. Help your sales reps sell! 60Pramata.com Had enough yet? No?
  • 62. Help your sales reps sell! 61Pramata.com Had enough yet? No? There’s more :)
  • 63. Help your sales reps sell! 62Pramata.com Repeat.
  • 64. Help your sales reps sell! 63Pramata.com You have to do the whole thing again, manually, for every one of your customers.
  • 65. Help your sales reps sell! 64Pramata.com Repeat again.
  • 66. Help your sales reps sell! 65Pramata.com Don’t forget: you haven’t even been to the finance department yet.
  • 68. Help your sales reps sell! 67Pramata.com Nor have you yet put the data in your CRM, where it’s needed.
  • 69. Help your sales reps sell! 68Pramata.com In short:
  • 70. Help your sales reps sell! 69Pramata.com Forgeddaboutit.
  • 71. Help your sales reps sell! 70Pramata.com It’s just too much of a colossal pain in the butt to get at relationship intelligence data about your existing customers and make it available to your reps.
  • 72. Help your sales reps sell! 71Pramata.com It’s why you probably – like so many companies – focus on new business instead.
  • 73. Help your sales reps sell! 72Pramata.com It’s why you’re treating your old buddies with the fat wallets like strangers you’ve only just met.
  • 74. Help your sales reps sell! 73Pramata.com It’s why your reps aren’t having more meaningful sales conversations.
  • 75. Help your sales reps sell! 74Pramata.com It’s why your retention initiatives are only okay.
  • 76. Help your sales reps sell! 75Pramata.com In short:
  • 77. Help your sales reps sell! 76Pramata.com It’s why you’re missing some of your best opportunities.
  • 78. Help your sales reps sell! 77Pramata.com It’s frustrating.
  • 79. Help your sales reps sell! 78Pramata.com It’s costing you money.
  • 80. Help your sales reps sell! 79Pramata.com And it’s old news to you.
  • 81. Help your sales reps sell! 80Pramata.com So where’s the new news?
  • 82. You can change all that. It’s this: Pramata.com 81 Help your sales reps sell!
  • 83. Help your sales reps sell! 82Pramata.com We call it Pramata Customer Relationship Intelligence™ (or CRI) and it’s all about giving your salespeople access to the juicy data that helps them make the most of their valuable existing relationships. Download our eBook: The 5 Principles of Customer Relationship Intelligence 1Pramata.com < INSIDE BACK COVER > The 5 Principles of Customer Relationship Intelligence How contract, billing and customer data can work together to increase your ‘Return on CRM’
  • 84. Help your sales reps sell! 83Pramata.com CRI automates the process. It loves hugely complex relationships. It keeps up to date with any changes. It translates legalese into plain old English. And it’s absolutely pain-free, and totally in bed with your CRM. Sounds good? Talk to us The even better news: Pramata.com Or follow us:
  • 85. Help your sales reps sell! 84Pramata.com We provide businesses with actionable insight into their complex customer relationships. We get essential relationship data out of their contracts and billing systems, put it into plain English, and stick it where it’s needed most: inside CRM. We are helping some of the world’s most competitive companies turbo-charge their CRMs and pave the way for more relevant conversations and smarter sales initiatives, based on accurate, real-time, actionable customer intelligence data. And we can do the same for you. We’re Pramata and we do CRI.