Mobile Sales Intelligence that boost your productivity.

1. iSEEit
A new way to drive sales
Rizan Flenner – CEO & Founder
rizan@iseeit.com

2. Sales Professionals multi tasking
Planning & Coordinating
Collaborating
Generate pipeline
Qualifying
Forecasting
Collecting data
Exchanging Info
Subject matter experts
Reporting
…

3. Sales people spend
only 41% of their
time selling!
Source: Sales Execution Trends 2014

4. Challenges
! Existing Sales/CRM solutions
! questionable ergonomics and usability
! administrative overhead
! designed for mgmt not productivity of sales execs
! expensive
! Diversity of DIY tools and apps to bridge the gap
! spreadsheets, contacts and calendar, isolated apps, paper notebook,…
! Manual entries in multiple systems
! Lack of true mobility and security
! Sales spend 1-2 days per week in the office to administrate
! Poor integration and automation
! multiple manual data entry
! weak guidance and best practices

5. Negative outcome
! Inhibited performance
! Managers can only track KPI performance in 1on1 reviews
! Heavy administration load
! No value-add to sales reps.
! Great Sales Methodologies become a hollow skeleton
! Significant risk
! Reporting and real world differ as sales do not update systems
! Postponed/lost deals due to “hope-casts” and short cutting sales cycles
! Loss of sensible information due to proliferation of individual DIY apps and
tools
! Cost
! High TCO, weak ROI of existing sales/CRM solution

6. Required capabilities
! Easy to use
! Sales are able to feed information in just a few clicks
! Productivity vs. Reporting
! Sales willing to use the solution due to relevance to their daily job
! Automated reporting fuelled by “one-time entry”
! Comprehensive Functionality
! Plan and Control entire sales cycles: Prospecting, Lead Mgmt, Deal Mgmt and Closure
! Easy management of Contacts (internal and external), Tasks and Activities, Meeting Minutes, …
! In time reporting on Forecast, KPIs and Development Goals
! Guidance and Best Practices (checklists, playbooks,…)
! Flexibility
! Mobile App & Web App, On-line & Off-line
! Scalable from individual usage to large enterprise sales deployment
! Adapted to any sales methodology
! Integration with
! Sales/CRM solutions (SalesForce, Microsoft, Oracle,…)
! Contact and calendar mgmt (PC or Mobile Device)
! Social intelligence (LinkedIn, Xing, Google+, Facebook, Twitter,…)
! Marketing DBs or specialized services (ZoomInfo, Rainking, …)

7. iSEEitA new way to drive sales
Contacts
Pipeline
Leads
Deals
Playbook Tasks
KPI
dashboard
Forecast
Meeting
Minutes

8. The Next Gen platform for sales
Prospect your target market
with real data and identify
your potential buyers.
Enrich your leads and
contacts with internal,
social or web contextual
information.
Anticipate your opportunity
progress or miles stones
and execute against them.
Mine leads based on your
selection criteria and focus
on the hot ones.
Qualify your opportunities
with best practices
guidance and control.
Identify and manage key
people influencing
opportunity realization.
Generate and distribute
comprehensive meeting
minutes including tasks and
follow-ups.
Benefit from one-time entry
and real-time data automatic
analysis
Forecast, analyze and
report on revenue,
activities, KPIs, deals,
without additional effort.
Address your customer’s
powerbase and coordinate
your peers and colleagues.
Drive and mature your deals
with best practices
guidance and checkpoints.
Create and track your
tasks by people, deals,
timeline, importance,…
Contacts
Pipeline
Leads
Deals
Playbook Tasks
KPI
dashboard
Forecast
Meeting
Minutes

9. Summary of key features
[05] Meeting Minutes
• Plan meetings & exchange
topics via calendars, including
attendees
• Take notes, create tasks and
tag information for later follow
up
• Write professional meeting
minutes based on corporate
template
[04] Task & Activity Mgmt.
• Create tasks in context with
source, recipient and assign it
• Track tasks based on deals,
goals, timelines, people or
milestones
• Notify assignees and owners
on deadlines, changes etc..
[02] Leads & Pipeline Mgmt.
• Manage and import/create
inbound/outbound leads
• Qualify leads via scoring and
assign them for follow up or
nurturing
• Develop hot leads and convert
them to deals
[01] Contacts Mgmt.
• Import contacts from CRM,
WEB or device contacts,
identify double entries and
clean it
• Enrich your contacts with social
media information like LinkedIn
• Keep in synch with CRM or
device
[03] Deals Mgmt.
• Collect and store deal relevant
information in one place and
share it with sales team
• Create close plans based on
milestones and plan your tasks
accordingly
• Share deal information via PDF
or PowerPoint
[06] Forecast Mgmt.
• Manage deal by quarter, stages
maturity and forecast by drag
and drop
• Identify which deals miss
important qualifiers or need
more development
• Manage your quarterly deals
with what-if analysis
[07] KPI dashboards
• Automated collection of Key
performance indicators from
the system
• Central, configurable
dashboard of all related metrics
• Easy filter mechanism to view
all aspects of business, product
lines, growth....
[08] Playbook
• Centrally share context
sensitive best practices
information
• Sales people can use
information to present or sent
to customers
• Content surveyed by manual
rating or usage and fed back to
information provider (Product
marketing, enablement,…)

10. iSEEit Value Proposition
! Enterprise Sales solution based on SaaS
! Cloud based, WEB, Apps iPAD, smart phone
! Comprehensive all in 1 including best practices
! Sales Training & Implementation
! Consulting on best practices
! Sales Training and rollout
! Benefits
! Reduced Admin (1/2 day per week 12% productivity)
! Sales Excellence (20% productivity)
! Maintain Inspiration (reduce churn)
! General Availability
! September 2014
! V 1.5, 2.0, 2.5 in 6 months terms

11. Benefits for sales
! Get Clarity
! Seamless Prospecting, Pipeline to Deal close
! Single source for people, tasks and activities
! Use Web 2.0 to enrich info
! Central managed Content in Playbook
! Performance
! Better Qualification on leads, tasks and opportunities
! Better coordination with clients & peers
! Deal management via milestones and qualifyers
! Improve teamwork
! Delegate & orchestrate all tasks related to your deals
! Collaborate with colleagues based on a single source of information
! Feedback to marketing and Inside sales to nurture leads
! Reduce Administration
! One time entry
! Automatic reports on corporate KPIs
! Intuitive forecast

12. Benefits for sales-managment
! Inspired & Motivated team
! Intuitive relevant tool for sales teams
! Increased collaboration
! Less administration
! Enablement
! Playbook consistent information & updates
! Sales Methodologies incorporated into daily routine
! Deal management allows to inspect and contribute
! Performance
! Better Qualification on leads, opportunities and people
! Better mulit-level coordination between peers & clients
! Accurate Reporting
! Single Entry & Update
! Dashboard on KPIs

13. Executive Management Benefits
! More accurate forecasting
! Sales methodology, pipeline healths, optimized
qualification
! Productivity per Sales rep
! With iSEEit 20% more productivity
! Guided Discovery, Qualifiers, Milestones, Gates
! Sales Exellence
! Training effect up 50% due to playbook
! Tribal knowledge sharing

14. Core Differentiators
! Purpose build – For sales from sales
! All in one
! Contacts, Tasks, Social Media, Meetings, Notes, Reports,
Enablement, Collaboration
! Fresh Intuitive User interface
! Sales Business Intelligence – Sales
Methodologies
! Integrated –
! Legacy CRM plus Web & Social Media, contacts, calendar
! True Mobile & Offline, Cloud based

15. Founders
! Rizan Flenner CEO & Founder
! 15+ years Sales Experience – Multiple leading and
Managing Director positions in Startups like Aveksa,
Dynatrace or enterprises like BMC, CA, Mercury/HP, RSA/
EMC
! FOCUS: Sales & Marketing, Enablement
! Pierre Aeschliman CEO & Co-Founder
! 15+ years in Presales, Channel & Sales at CA, BMC,
Stratavia, Phillip Morris
! FOCUS: Development, Product Strategy & Sales
! Martin Rossak CFO & Co-Founder
! 15+ years Sales for Banking (SAP, HP, Siemens and
Experian) Management Position in Raiffeisen and
Experian
! FOCUS: Finance, Contracting & Sales

18. These are some notes I am taking for this particular lead
during the conversation with the customer or just like this
Prospect your target market with real data and identify your
potential buyers.
Enrich your leads and contacts with internal, social or web
contextual information.
Anticipate your opportunity progress or miles stones and
execute against them.

23. Pain!
What is the pain?"
Customer needs to meet regulatoin of
SOX. At the time certification is done
manually and takes weeks to be
collected."
What is the implication? !
They have 12 months to solve the issues
about certiification before the FSA starts
fining them."

24. Pain!
What is the pain?"
Customer needs to meet regulatoin of
SOX. At the time certification is done
manually and takes weeks to be
collected."
What is the implication? !
They have 12 months to solve the issues
about certiification before the FSA starts
fining them."

27. Screenshots

30. now.iseeit.com
A new way to drive sales
Rizan Flenner – CEO & Founder
rizan@iseeit.com