Sales executives spend way too much time trying to find out what’s going on in deals. Unfortunately, transactional CRM systems are particularly inefficient at providing visibility into sales pipeline mechanics – arguably the most relevant process sales executives are tasked with managing effectively. All these systems can show is where your pipeline is right now and provides virtually no insight into how the pipeline got to be the way it is. And without that insight, sales executives can’t make informed decisions.

The Cloud9 Dynamic Pipeline Management Suite for Salesforce is a complete investigative application designed to improve sales pipeline visibility, providing insight into attainment, deal slippage, opportunity upgrades and downgrades, and “what’s changed” information that enable sales managers to quickly identify meaningful trends, exceptions or outliers. The Cloud9 Dynamic Pipeline Management Suite captures all historical data to provide a time-based view of events so sales executives can proactively address risks and new opportunities. The result? Higher win rates. Better forecast accuracy. And improved CRM adoption.

The Cloud9 Dynamic Pipeline Management Suite includes:

Cloud9 Pipeline Accelerator – A comprehensive pipeline management application delivered over the Internet as a service that enables sales managers to really understand what is changing in their pipeline.

Cloud9 Messenger Service – A comprehensive report and dashboard delivery service, putting critical pipeline analytics in the hands of all key stakeholders – automatically.

Cloud9 Solution Sets – Pre-built Excel workbooks for Weekly Sales Meetings and Monthly Forecast Assessments that show changes in pipeline as well as trending analysis – automatically delivered by the Cloud9 Messenger Service.

Cloud9 Report Accelerator – A powerful Web-based report and dashboard manager for sharing and viewing reports and dashboards on the Web, in Salesforce, and via email.

Why “What’s Changed” Matters In Your PipelineDespite the wealth of out-of-the-box reports and dashboards, transactional CRM systems can only report on what is currently in the system. And it’s impossible to know how deals are progressing or deteriorating – and why – if you can’t compare your pipeline now against where it was a week ago. Or a month ago. Or yesterday morning. Or last quarter.

The Cloud9 Dynamic Pipeline Management Suite is based on our patent-pending Change Analytics engine that creates a data warehouse on the fly and tracks “what’s changed” across any and all objects – even custom objects – in Salesforce. It enables you to automatically perform trending, comparisons, and complex table relationships simply not possible in Salesforce to deliver the right level of information and insight sales executives need to close more deals faster.

Cloud9 Dynamic Pipeline Management SuiteChange analytics capabilities for salesforce.com improves win rates, increases forecast accuracy, and boosts CRM adoption

“The pipeline might change by $1M from one week to the next and although that’s a big change, it used to take us hours to create and compare reports to find exactly what had changed. Now, Cloud9 Pipeline Accelerator lays the answers right out for us – in a matter of seconds!”

Richard Guest, VP of Sales Operations, GENBAND

On-Demand Dynamic Pipeline Management for Sales Teams

Cloud9 Pipeline AcceleratorCloud9 Pipeline Accelerator is the heart and soul of the Cloud9 Dynamic Pipeline Management Suite. This powerful application accelerates pipeline velocity and reduces exposure by helping you effectively balance risks, opportunities, teams, and sales activities.

With Pipeline Accelerator, sales managers gain complete pipeline visibility, anytime and anywhere - including critical “what’s changed” information. By employing Cloud9’s Change Analytics engine, Cloud9 Pipeline Accelerator reveals data that simply isn’t viewable in Salesforce. And what you can’t see, you can’t proactively manage.

Key features:

• Pipelinesummarychangesandopportunitydetailchangesallonthesamepageforfasterdecision-making• Personalwatchlistskeepyouinformedup-to-the-minuteonkeydealchanges• Watchlistsautomaticallydeliveredtoyourmobiledevice• Tabsenableyoutocreate,modifyandsavecustomizedviewsofyourdata• “What’sChangedSince”optiondisplaysdrill-downdetailsaboutwhatchangedinyourpipelinebetweenany selected timeframe.

Cloud9 Messenger ServiceAs sales executives and managers, you are often too busy - and too mobile - to manually check online reports and dashboards, yet you have a critical need to stay on top of your team’s performance.

To solve this challenge, the Cloud9 Messenger Service delivers complete management dashboards as multi-view, multi-sheet Excel workbooks. These files are sent as e-mail attachments on a scheduled basis, to keep you informed wherever you are.

Cloud9 Solution SetsCloud9 Solution Sets comprise an Excel workbook of all the necessary reports to run your weekly sales meeting or monthly forecast assessment. Based on Cloud9 customer and industry best practices, Cloud9 Solution Sets provide a comprehensive, easy-to-understand roadmap to sales success. As part of the Cloud9 Solution Set service, Cloud9 will adapt your Solution Sets to your sales process. And best of all, they are securely and automatically delivered by

Cloud9 Pipeline Accelerator delivers comprehensive change

analytics on all pipeline mechanics from within Salesforce.

Pipeline Accelerator - Month View Jane

‘s changed since Start of this month

ALL ALL ALL ALLLead Source: Competitor: Comp Status: Stage: Open/Close:

Pipeline BestCase

$1,560,500.00

$249,000

$215,000

$207,000

$195,000

$192,000

$127,000

$127,000

$120,000

$7,000

-$215,000

$207,000

$200,000

$10,000

$6,000

$7,000

-$120,000

Increased

Removed

Added

Removed

Increased

Increased

Increased

Removed

Amount increased by $7,000 (from $242,000

Stage has change from Negotiate - 75% to

This is a new Opportunity

Amount decreased by $5,000 (from $200,000

Amount increased by $10,000 (from $182,000

Amount increased by $6,000 (from $121,000

Amount increased by $7,000 (from $120,000

Amount decreased by $10,000 (from $120,000

$1,650,500.00 -$328,500.00

This Month $ $ Difference

Amount Difference Changes What’s Changed

This Month $ $ Difference

$1,990,5

This Month

ce

-$707,500.00

Changes What’s Changed

$ ,$ , ,

Click on -$707,500 figure to discover the reasons for change in pipeline between

the beginning of the month and today.

the Cloud9 Messenger Service so they arrive in everyone’s inbox the night before the meeting.

Cloud9 Weekly Solution Set -- When you hold your weekly sales meetings, you want to know what’s going on in your pipeline. And you want to share that insight with everyone on your team. With the Cloud9 Weekly Meeting Solution Set, everyone has access to a common view of critical mechanics to make meetings far more efficient. So it’s easy to pinpoint new opportunities, what deals have slipped, and what deals have closed since last week.

Cloud9 Monthly Solution Set -- Monthly forecasts are more focused on trends. How did we do in the Western region last quarter? How did products do against services last year and where are we now? Most of the questions you’ll have are around trending and comparisons. The Cloud9 Monthly Solution Set is designed to provide more analytical and trending insight to help you make better, more informed forecasting decisions.

The Cloud9 Weekly Solution Set makes weekly sales meetings a snap with summary detail at the

front and detailed, underlying data available on subsequent tabs for

instant drill-down.

Know what’s changed in your deals from week to week to

mitigate risk and take advantage of new opportunities.

Weekly Pipeline Movement

Activity Benchmark Gap

StartingPipeline

(1/1/09)

EndingPipeline

(1/8/09)

New Deals Won Deals Lost Deals DeferredDeals

$25,000,000

$20,000,000

$15,000,000

$10,000,000

$5,000,000

$-

100

80

60

40

20

0

(20)

(40)

(60)

(80)

0,000

0,000

0,000

$ Amount

Demonstration

Email - in

Email - out

Presentation

Exec Meeting

Status Update

Telephone Call

Site Visit

40

20

0

20)

40)

100

80

60

Pipeline Summary - 1/7/09

Closed & Won

Forecast

Pipeline

$

$

$

$

$

$

853,241.84

2,679,404.41

17,934,625.26

428,614.32

2,962,177.92

14,741,870.50

$424,627.52

($282,773.52)

$3,192,754.76

Pipeline Summary This Week Last Week Change

Activity Detail Last Week Benchmark GAP

Activity Detail Amount # of Deals

Demonstration

Email - In

Email - Out

Presentation

Exec Meeting

Status Update

Telephone Call

Site Visit

Starting Pipeline

New (+)

Lost (-)

Won (-)

Deferred (-)

Ending Pipeline

2414

1023

75

311

139

2912

26

15

300

38

0

6

425

145

85

(10)

(61)

27

(20)

(20)

50

(30)

$

$

$

$

$

$

16,209,026.39

4,276,762.32

176,485.66

1,431,825.02

1,966,062.78

16,911,415.25

Cloud9 Report AcceleratorThe Cloud9 Report Accelerator provides a centralized reporting library that simplifies collaboration across theorganizationandenablesallstakeholderstoeasilyshareandviewreportsanddashboardsinSalesforce,ontheWeband via email.

With the Cloud9 Report Accelerator, you can create, distribute and view reports based on any Salesforce CRM data, includingall standardandcustomobjects.Cloud9 reports aredynamicandpersonalizedbydate, user, role andsharing rules. Full Salesforce security policies are always enforced, so there is never a need to create and manage multipleversionsofareporttoservedifferentpartsoftheorganization.Additionally,youcansimplifycomplexreporttypes, including trending, exceptions and benchmarking across the entire customer lifecycle from sales to marketing, service, and support.

Bottom LineThe Cloud9 Dynamic Pipeline Management Suite for Salesforce is designed for sales teams to get more out of their current pipeline to increase win rates, improve forecast accuracy, and boost Salesforce adoption. Based on the concept of “What’s Changed,” it enables sales operations professionals to provide their sales teams with visibility that Salesforce simply can’t. The result is unprecedented insight into sales pipeline mechanics that translates into more revenue. Plus less time spent reporting and more time spent understanding.

Delivered on demand as Software-as-a-Service (SaaS), the Cloud9 Dynamic Pipeline Management Solution requires no up-front IT investment and delivers tangible, actionable results in days, not weeks or months. So if you are not getting what you need out of Salesforce, Cloud9 is the presumptive close. For more information, go to www.cloud9analytics.com.

Copyright © 2009, Cloud9 Analytics Inc. All Rights Reserved. Various trademarks held by their respective owners.

Cloud9 Dynamic Pipeline Management Suite

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•Cloud9MessengerService

•Cloud9SolutionSets

•Cloud9ReportAccelerator

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