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