•  Introductions •  Sales Operation Review •  Corporate Review •  IS Overview •  Break •  IS Demonstration

•  Communication Platform •  Campaign Optimization •  Gamification •  Reporting

•  Deployment Overview •  Actions Required

•  Q&A – Next Actions

• #1 Sales Acceleration Platform

• #2 Paid AppExchange Application

•  Inside & Outside Sales Solution

• Enterprise Proven

• PCI & HIPA Compliant

• #75 on Tech 200 Fastest Growing

• HQ: Silicon Slopes, UT

“Improve human performance within the sales process by unlocking science via big data findings”

marketing automation

CRM

Lead and CRM Process Flow

75-150% Production Improvement

30-60% RPC Improvement

15-40% TQO Improvement

30% Top Line Improvement

*Complete Data and Audio Capture

*Data Visibility

*Data Learnings Every Day!

• Review sales operation

• CLOSERS methodology

• Refine inside-outside approach

• Refine inside-outside integration

• Optimize structure with technology for each

Sales Acceleration Technology

•  Communications   Telephony, email, text, social

•  Gamification   Sales motivation, adaptive notifications

•  Predictive Analytics   Sales sequencing, learning machine

•  Data visualization   Immersive data experience

points| leaderboards | badges

•  Points

•  Leaderboards

•  Badges

•  Throwdowns

•  Notifications

notify| sort| score

Excellent Likelihood

Average Likelihood

Poor Likelihood

•  Neural Score •  Likelihood to Qualify & Close

Typical List

•  Neural Score •  Likelihood to Qualify & Close •  Objective function •  Historical and local data

•  Neural Sort •  Likelihood to Contact •  Best time •  Historical and local data

Typical List = High Contactability

•  Neural Score •  Likelihood to Qualify & Close

•  Neural Sort •  Likelihood to Contact

Neural Sort = High Contactability

•  Neural Score •  Likelihood to Qualify & Close

•  Neural Sort •  Likelihood to Contact

• Salesforce 1 based mCall

• Remote workforce based

• Ensure retention follow up actions

• Outside KPI’s for PowerStandings

• Complete activity & call auditability

• Hourly push reporting options

•  Click to Call (+ custom #’s)

•  Any Object

•  Automatic Call Logging

•  Syncing with C2C Panel

•  Pre-Recorded VM

•  Local Presence

•  Caller ID Display

•  Call Recordings

•  Call Monitoring

mCall

display| engage| predict

immersive data experience

Sales Operation Center

communication gamification prediction data visualization

“The Key” -Charlie Fenning

“62% incease in contacts, 18% increase in Sales”

- Jack Baldwin

“Increased Productivity 10 Fold”

- Chris Jensen

“Major Revenue Increase” - Mike Hansen

“The Key” – Charlie Fenning

“62% increase in contacts, 18% increase in Sales” – Jack Baldwin

“Incresed Productivity 10 Fold” – Chris Jensen

“Major Revenue Increase” – Mike Hansen

“The Key” -Charlie Fenning

“62% incease in contacts, 18% increase in Sales”

- Jack Baldwin

“Increased Productivity 10 Fold”

- Chris Jensen

“Major Revenue Increase” - Mike Hansen

• Formal Proposal -ROI Development

• Client Conversations

• Revenue Acceleration Service

• Risk-Free Agreement

Dan Cone   Director, Financial Services   C: 415-515-1108   Email: dcone@insidesales.com