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1 Armanino LLP Welcomes You To Today s Webinar: Turbo Charge Your Sales Team New Sales & Marketing Dashboard The presentation will begin in a few moments 1 Armanino LLP armaninollp.com Armanino LLP armaninollp.com

2 About the Presenter(s) John Horner Consulting Partner, Business Intelligence, Armanino John combines 10 years of industry experience with 10 years consulting experience in applying best practice industry knowledge to data warehouse and business intelligence implementations for a variety of industries, including Retail & Distribution, Consumer Product Goods, Hi-Tech, Manufacturing, Professional Services & Utilities. 4 Armanino LLP armaninollp.com

3 Presentation Overview Introduction to Armanino s BI Solutions Solutions for your Industry, Line of Business & Technology platforms Focus on our Dynamic Insights CRM Sales Pipeline app CRM & the Sales & Marketing Process Marketing Funnel Sales Pipeline Common Questions Answered by this app Example: Which Sales Teams / Reps are hitting Quota and which are not? Common Sales & Marketing KPI s Example: Closed Won $ vs. Quota / # Open Opportunities / # New Leads Solution Demo: Interactive CRM Sales & Marketing Dashboard 5 Armanino LLP armaninollp.com

4 Introduction to Armanino s Suite of BI Solutions 6 Armanino LLP armaninollp.com Armanino LLP armaninollp.com

5 Solutions for your Company Armanino BI Solutions o Your Industry o Your Line of Business o Integrated with your Existing Systems Dynamic Insights Practice Insights CFO KPI Dashboard Hi-Tech Bookings, Billings & Backlog CRM Sales & Marketing Insights 7 Armanino LLP armaninollp.com

6 Solutions for your Sales & Marketing Leaders Sales & Marketing Solutions Customer Segmentation Campaign Performance Web Analytics Lead Management Sales Performance to Plan Discount Analysis Sales Forecasting Opportunity Pipeline Analysis (Growth & Progression) Sales Territory Management Data Management 8 Armanino LLP armaninollp.com

7 Introduction Relevant to Sales, Marketing or Finance at C-Level, VP, Director, Manager or Representative. Configures seamlessly with Microsoft Dynamics CRM, Salesforce or any other CRM system. 9 Armanino LLP armaninollp.com

8 CRM & the Sales & Marketing Process 10 Armanino LLP armaninollp.com Armanino LLP armaninollp.com

9 Sales & Marketing Process Core Sales Data Mart Interactive Dashboards CRM DB Eloqua Marketo Self-Service Visualizations Adhoc Search & Query 11 Armanino LLP armaninollp.com

10 Common Questions Answered & Analytics Provided 12 Armanino LLP armaninollp.com Armanino LLP armaninollp.com

11 Common Questions Answered Which Sales Teams and Reps are hitting their Quota? How much business have we Closed? What are our Forecast Sales for this Month / Quarter? What is the potential for Upside? How many New Leads & Opportunities are we generating? What Campaigns are Producing the Most Leads? 13 Armanino LLP armaninollp.com

12 Common Sales & Marketing KPI s 14 Armanino LLP armaninollp.com Armanino LLP armaninollp.com

13 Example KPI s for Sales & Marketing # / $ Open Leads # / $ Open Opportunities # / $ Closed Won Opportunities KPIs # / $ Closed Lost Opportunities # / $ Opportunities Forecast # / $ New Leads Generated 15 Armanino LLP armaninollp.com # / $ New Opportunities Created

14 Example KPI s for Sales & Marketing % Closed Won Closed Won vs. Quota % to Quota / Remaining Quota KPIs Avg. Days to Close Avg. Days in Pipeline Avg. Days from Lead to Opportunity 16 Armanino LLP armaninollp.com Avg. Deal Size

15 Solution Demo: A Day in the Life of a Sales & Marketing Manager 17 Armanino LLP armaninollp.com Armanino LLP armaninollp.com

16 In Conclusion During this webinar, we ve covered: Introduction to Armanino s BI Solutions for Sales and Marketing Review of the Sales & Marketing Process Some Common Sales & Marketing KPI s Solution Demo: A day in the life of a Sales & Marketing Manager o Weekly Update Report o CRM Sales Pipeline Analysis o Campaign Performance o Sales Discovery & Ad-hoc Analysis 18 Armanino LLP armaninollp.com

17 Armanino LLP Certified Public Accountants & Consultants John Horner Armanino LLP armaninollp.com Armanino LLP armaninollp.com

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