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Where marketing and sales meet

OptifiNow overview

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Page 1: OptifiNow overview

Where marketing and sales meet

Page 2: OptifiNow overview

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OptifiNow offers a suite of software tools that that optimize the conversion rate of leads as they pass through each stage of the marketing and sales funnel.

LeadManagement

Sales Process Automation

SocialCollaboration

Social Media Publishing

Marketing Automation

Content Management

Sales RevenueOptimization

Page 3: OptifiNow overview

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• Ability to deliver personalized, relevant marketing communications

• Common platform to store and activate marketing content

• Engage, nurture and track customers in pre-sales, sales and post sales

• Improve sales force effectiveness by identifying quality of leads

• Clarity and visibility into your lead-to-sales funnel

• Measure success of marketing campaigns in leading to deal closure, responses of prospects or reactions to campaigns

• Immediately route and distribute leads to the appropriate sales team

• Systematic revenue attribution to marketing and sales, demonstrating ROI

Key drivers of increased revenue

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Empower your salespeople to deliver relevant communications across buying stages, driven by your data.

Engage Your Customers

What are the top reasons salespeople use CRM software?

32%

18%

16%

14%

12%

8%

Increase ROI

Increase Engagement

Score More Leads

Increased Closed Deals

Track & Analyze Results

Stay Organized

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Make the most of customer interactions before, during and after the sale.

Page 6: OptifiNow overview

Direct MailIntegrated, digital print, allows sales reps to mail or print targeted, personalized and relevant pieces to individual customers – one at a time!

PhoneLead management system integrates directly with some of the largest vendors (e.g. Shoretel, Cisco, Avaya).

EmailMessaging enabled at the individual sales rep level allows for targeted, personalized and relevant emails to each customer.

MobileOptifiNow makes it easy to create, target, send, and track SMS marketing campaigns.

SocialPublish directly to Facebook and Twitter. Use a single application to create, send, and track.

Convert more of your sales pipeline with integrated multichannel marketing.

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Personalization Engine

Engage with your customers at every point in their buying cycle.

Leverage your customer data to drive intelligent, customer-driven dialogues at desired moments in the customer lifecycle for more relevant, successful and profitable interactions.

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• Marketing› Cultivate Inquires to sales-ready leads.› Measure and improve lead generation program.› Measure marketing contribution to revenue.› Improve brand and legal compliance› All marketing and sales resources are synchronized and collaborative.› Reprocess inactive leads turned back from sales.

• Sales› Increase sales teams selling time.› Shorten average sales cycle.› Improve sales effectiveness.› Ramp up new sales people faster.› Use content to position salespeople as trusted advisors.

Sales processes can be rendered into guided, best practice steps that deliver consistent, repeatable, and high-value results.

Engage, Convert Repeat

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The Platform

Designed to be highly adaptable, OptifiNow can map to an

existing CRM system, connect to legacy databases and be

used to develop a single customer view.

Customized to each client, many of the processes, functions

and fields can be tailored to customer requirements to rapidly

align, manage and measure all marketing activity

continuously. The entire platform is highly scalable and

modular, allowing customers to add new applications or

software options as needed.

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How can wehelp you improve?

Page 11: OptifiNow overview

Thank YouJohn [email protected]

Michael KrauseVP Sales & [email protected] (m)