Opportunity Roadmap Software
Roadmap software is designed to help Winning Complex Sales™ (WCS) users visualise the critical success factors in the sales process and share information easily with team members.
Customer Issues
- Inconsistent information for opportunity reviews
- Little sharing of information between opportunity team members
- Critical information missing to deliver on expectations and achieve target profit
- Poor adoption of sales methodology due to lack of appropriate tools
Solution Overview
- Roadmap Software – PC based for individual users or web-hosted for integration with CRM
- Visualises all concepts such as Buying Center, Value Propositions, Competitive Strategy, Project Qualification, and Joint Action Plan
- CRM version avoids double entry of data and synchronises action plan with Microsoft Outlook
- Connectors available for salesforce.com and Siebel
Benefits
- High sales methodology and CRM adoption result in better return on software and training investments
- Easy application of best-in-class sales process to opportunity data
- Workshop learning is reinforced while facilitating team collaboration and management coaching
Strengths
- Graphical representations quickly highlights selling risks
- Customisable sales process and coaching tips reinforce desired behaviours
- Technology enables rapid integration into standard and in-house developed CRM systems