Immediately Sales Deck
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The document discusses the challenges faced by sales professionals, including excessive time spent on data entry and administrative tasks, which can hinder their ability to build meaningful customer relationships. The solution proposed is a mobile platform called Immediately, designed to streamline sales workflows, allowing sales representatives to focus on genuine interactions rather than routine tasks. Additionally, the platform facilitates logging activities to Salesforce and scheduling meetings efficiently, ultimately enhancing sales productivity.
Immediately Sales Deck
- 1. Do more sales work you love, anywhere, anytime
- 2. Companies which contacted people within an hour were sixty (60x) times more likely to connect. https://blog.kissmetrics.com/dont-lose-saas-sales/ Ah too much of a pain and no context to do this right now - I will just get back in the morning on my laptopโฆ
- 3. Ughhh all this time updating Salesforce is killing meโฆ I never make it out of the office at a decent hour anymore 71% of sales reps say they spend too much time on data entry. http://www.business2com...es-01203657
- 4. I wish I could be using my commute and travel time to do actual sales work An hour of a salespersonโs time is worth $50 an hour (assuming a $100K salary)
- 5. Immediately is a mobile platform for modern sales professionals. Our mission is to elevate sales back to its core foundation: a relationship-driven craft. Our product is an intuitive mobile sales work๏ฌow, which helps sales professionals transform time previously spent on routine administrative tasks, into time focused on nurturing genuine connections with their customers.
- 6. No more waiting to get back Inbox 11:18 AM 100% Logged to Salesforce Contact Info Canal Inc. $85k โข Q3 Proposal โข 40% App Demo and Trial Type something Re: Thanks + Questions Branko Cerny Hi Sang, Thanks for sending those docs over. Everyone on my team loves using the app and interestingly eno... 10:07 AM Log Message Contact Info Intelligent Co. $100k โข Q2 Negotiation โข 90% Early Access Re: Checking in Amul Arya, Diana B, Lilly S, +3 Fantastic! Appreciate all the support you guys have given us. My guys are really looking forward to meetiโฆ 10:02 AM Where should I ship your gift? Michael Hodges, Marie-Therese C. Hi Sang, Thanks so much for upgrading to our premium tier! Weโd love to send you a gift as a token of ourโฆ Log Message Contact Info 9:57 AM Where should I ship your gift? Debra Dunn Hi Sang, Thanks so much for upgrading to our premium tier! Weโd love to send you a gift as a token of our 9:51 AM Search Mail Opens To Do Opps Contacts Logged to Salesforce Contact Info Canal Inc. $85k โข Q3 Proposal โข 40% App Demo and Trial Re: Thanks + Questions Branko Cerny Hi Sang, Thanks for sending those docs over. Everyone on my team loves using the app and interestingly eno... 10:07 AM To: Arjun Arora Re: a belated thank you Fantastic! Would you be able to jump on a quick call? Here are some times that work for me. Click on a time to schedule a meeting - it will automatically be added to both our calendars. Compose Next Meeting Templates Monday, Jul 6, 2015 Email Tracking Notify me when this email is opened Log to Salesforce Log this email to Salesforce Add Reminder Remind me about this email Remind meโฆ In an Hour Tomorrow Notify me If I donโt receive a reply No matter what Intelligence Tools Send Here are some times that work for me. Click on a time to schedule a meeting - it will automatically be added to both our calendars.Meeting Templates Monday, Jul 6, 2015 Email Tracking Notify me when this email is opened Log to Salesforce Log this email to Salesforce Add Reminder Remind me about this email Notify me If I donโt receive a reply No matter what Intelligence Tools 11:18 AM 100% Inbox Re: Thanks + Questions Opportunity History View all touchpoints for this opportunity Canal, Inc $85k โข Q3 Proposal โข 40% App Demo and Trial June 15 Fantastic! Would you be able to jump on a quick call? Here are some times that work for me. Click on a time to schedule a sโฆ Sang Branko Cerny Director of Sales and Proโฆ at Canal, Inc To: Lilly Skolnik, Sang Lee Details 10m ago Log to Salesforce Create Task Hi Sang, Thanks for sending those docs over. Everyone on my team loves using the app and interestingly enough Iโve had a few people from our recruiting department ask about using the app for outreach as well. Iโve ccโd Lilly who can help introduce you to that team and get things set up for you - you two should schedule some time to chat. S Opportunity History View all touchpoints for this opportunity Canal, Inc $85k โข Q3 Proposal โข 40% App Demo and Trial June 15 Fantastic! Would you be able to jump on a quick call? Here are some times that work for me. Click on a time to schedule a sโฆ Sang Branko Cerny Director of Sales and Proโฆ at Canal, Inc To: Lilly Skolnik, Sang Lee Details 10m ago S Opportunity context right in your inbox Schedule, track and get reminded about emails. Get context on contacts and review opportunity history
- 7. Logging. No longer painful. Inbox 11:18 AM 100% Logged to Salesforce Contact Info Canal Inc. $85k โข Q3 Proposal โข 40% App Demo and Trial Type something Re: Thanks + Questions Branko Cerny Hi Sang, Thanks for sending those docs over. Everyone on my team loves using the app and interestingly eno... 10:07 AM Log Message Contact Info Intelligent Co. $100k โข Q2 Negotiation โข 90% Early Access Re: Checking in Amul Arya, Diana B, Lilly S, +3 Fantastic! Appreciate all the support you guys have given us. My guys are really looking forward to meetiโฆ 10:02 AM Where should I ship your gift? Michael Hodges, Marie-Therese C. Hi Sang, Thanks so much for upgrading to our premium tier! Weโd love to send you a gift as a token of ourโฆ Log Message Contact Info 9:57 AM Where should I ship your gift? Debra Dunn Hi Sang, Thanks so much for upgrading to our premium tier! Weโd love to send you a gift as a token of our 9:51 AM Search Mail Opens To Do Opps Contacts Type something Log Message Contact Info Intelligent Co. $100k โข Q2 Negotiation โข 90% Early Access Where should I ship your gift? Michael Hodges, Marie-Therese C. 9:57 AM Opportunity Amount $ 85,000 Probability 80% Stage Negotiation Clam Networks - Locking in on close Account Clam Networks View Opportunity History Create Note Log Activity Forecast Category Pipeline Description The deal is at 90% because they are at the sales process stage of evaluating our ROI justi๏ฌcation. Close Date 2015-27-07 $ 85,000 Probability 80% Stage Negotiation Close Date Opportunity Amount $ 85,000 Probability 80% Stage Negotiation Clam Networks - Locking in on close Account Clam Networks View Opportunity History Create Note Log Activity Forecast Category Pipeline Description The deal is at 90% because they are at the sales process stage of evaluating our ROI justi๏ฌcation. Close Date 2015-27-07 View Opportunity History Create Note Log Activity 11:18 AM 100% Inbox Re: Thanks + Questions Opportunity History View all touchpoints for this opportunity Canal, Inc $85k โข Q3 Proposal โข 40% App Demo and Trial June 15 Fantastic! Would you be able to jump on a quick call? Here are some times that work for me. Click on a time to schedule a sโฆ Sang Branko Cerny Director of Sales and Proโฆ at Canal, Inc To: Lilly Skolnik, Sang Lee Details 10m ago Log to Salesforce Create Task Hi Sang, Thanks for sending those docs over. Everyone on my team loves using the app and interestingly enough Iโve had a few people from our recruiting department ask about using the app for outreach as well. Iโve ccโd Lilly who can help introduce you to that team and get things set up for you - you two should schedule some time to chat. S To: Lilly Skolnik, Sang Lee Details Log to Salesforce Create Task Hi Sang, Log emails right from your inbox Update your opportunities right as they change Log activity to your opportunities Create follow up tasks before you forget
- 8. Accelerate your pipeline from anywhere Contact James Mock VP of Sales at Catcorp EMAIL [email protected] TITLE VP of Sales ACCOUNT NAME Clam Networks View Account BIO Co-Founder @ Clam Networks. Passionate about the intersection between human, cat, and technology. TWITTER @jwmmd (7,478 followers) Re: Checking in Fantastic! Appreciate all the support you guys have Yesterday Recent Emails Contact James Mock VP of Sales at Catcorp EMAIL [email protected] TITLE VP of Sales ACCOUNT NAME Clam Networks View Account BIO Co-Founder @ Clam Networks. Passionate about the intersection between human, cat, and technology. TWITTER @jwmmd (7,478 followers) Re: Checking in Fantastic! Appreciate all the support you guys have Yesterday Recent Emails VP of Sales at Catcorp EMAIL Get contract together Salesforce Task Due Tomorrow To Do 11:18 AM 100% Mail Opens To Do Opps Contacts Overdue Scheduled Thanks + Questions Follow-up to [email protected] Due Yesterday Re: Social hour Follow-up to [email protected] Due 3 days ago Ask Susie to set up accounts for catcorp Salesforce Task Due Today Demo materials for Sean Salesforce Task Due Tomorrow Ask Ted about shirt sizing Salesforce Task Due Tomorrow Research for kittens.co demo Salesforce Task Due Tomorrow Demo for the team Follow-up to [email protected] Due Tomorrow Get extra context around your contacts Integrated follow-up reminders and tasks Make calls via the app, and theyโll get logged
- 9. More time actually selling $ Automated activity logging Speedier pipeline clean up Faster response times Happier Account Executives Immediately Enablesโฆ
- 10. Get Started Today Contact: Arjun Dev Arora, [email protected] Mobile: 415.937.8599