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Accelerate Sales Success with Nintex for SalesforceMatthew HutchisonDirector, Product Marketing
Identify & Nurture
Position & Educate
Renew & Retain
Negotiate& Close
Forecast & Report
Upsell & Cross-sell
Sales Success Requires Relentless Focus
Each year…
57%of sales reps miss their sales targets due to…
PwC 2017 Sales Compensation Survey
of execs cite their top concern
is long sales cycles
52%of sales requireusing 4 or moresystems
61%
of sales reps don’t last a year
26%
of contracts take 4+ weeks to complete49%
What Detracts Focus From Sales Success?
Selling Too Often Takes a Back Seat
66%34%
IdentifyNurture
Close8% Internal meetings
9% Researching prospects
9% Quotes, proposals & approval process
9% Meeting coordination & prep
9% Contracts preparation & reviews
7% Prioritizing leads
7% Downtime
8% Manual data entry
selling not selling
Salesforce State of Sales
Activities Stealing Engaged Selling Time
Documents are at the Center of Business Success
DOCUMENTS
LEGAL
FINANCE
HR
SALES
MARKETING
SERVICE
RFPsBriefsCreative
ContractsNDAsTerm Sheets
Purchase OrdersInvoicesAgreements
Offer LettersReviewsAgreements
SOWsWork OrdersReporting
ProposalsContractsQuotes
VendorsPartners
Customers
Employees
Common Opportunities
Opportunities abound for sales teams to accelerate sale-to-cash cycles by automating document-centric processes that detract from identifying, nurturing and closing deals.
1. NDA with eSign2. Proposal3. Quote4.Contract with
eSign5. Invoice6. Welcome Letter
Increase Sales Velocity
Nintex Streamlines Key Sales Activities
SHORTER DEAL CYCLES HIGHER WIN RATES IMPROVED PRODUCTIVITY
Opportunity Management
Capture prospect data on any device, automate updates to CRM system, and set reminders for follow-up.
Discount Approvals
Request pricing discounts with just a few clicks, and automatically route for approval.
Contract Management
Leverage CRM data to auto-generate contracts, securely store and route to stakeholders for review, and obtain e-signatures.
Proposal GenerationAuto-populate on-brand proposals from within CRM system that include required inserts, then route and audit through review cycle.
Contract Renewals
Leverage CRM data and workflows to generate contract renewals and automate other transactional content.
Deal Support Requests
Create customizable forms to request resources to supportmeetings, demos, etc., create tasks, then add to calendars.
Opportunity Coaching
Automatically schedule opportunity reviews with reps when certain conditions are met in accounts.
Skills Training
Schedule and automate regular skills training to reinforce best practices, product and pricing knowledge, etc.
Deal Phase Monitoring
Email reps and create tasks to ensure pipeline and opportunity forecasts are up to date, then schedule reviews.
Workflow Analysis
Measure the scope, effectiveness, and business impactof business processes automated with Nintex.
Win/Loss Alerts
Automatically monitor win/loss fields within CRM system andsend alerts when fields are changed.
Management Reporting
Schedule and distribute sales performance reports to stakeholders throughout the organization.
Driving Sales SuccessNintex for Salesforce
Reduced master reseller agreement prep time from weeks to minutes
IMPROVED PRODUCTIVITY
Used by 90% of employees saving thousands of hours per year
HIGHER WIN RATES
30x ROI and 50% reduction in contract turn-around time
SHORTER DEAL CYCLES
Three Steps to Achieving ROI
Automate Document Creation
Equip teams to sell instead of manually creating and chasing paperwork
Extend the Value of Sales Cloud
Leverage all of your data to fuel documents mission-critical documents
ExpediteApprovals & Signature
Get deals done faster with automated workflow and eSignatures
• Trigger data-driven document
• Activate CRM and other data without cutting and pasting
• Improve compliance with approved templates
• Deliver Word, PowerPoint, Excel, and PDF docs via efficient channels
Automate Document CreationDrawloop DocGen®
• Route documents for internal and external reviews and redlining
• Drag-and-drop functionality, no coding required
• Leverage eSignatures for faster approvals
• Trigger alerts, auto-assign tasks and reviews
Streamline Reviews and ApprovalsDrawloop DocAutomation
• Capture internally produced or customer provided data with forms
• Immediately activate form data to launch documents
• Access documents, forms or tasks from anywhere with mobile apps
• Work online or offline for immediate approvals
Keep Processes FlowingNintex Forms and Mobile Apps