RSVPselling

RSVPselling

Intelligent Sales Methodology for Sugar®


RSVPselling helps ensure that your sales team focuses on the right opportunities, increases the conversion rate of those opportunities into sales, and focuses resources on deals that have the strongest return on investment and likelihood of success.


Features and Benefits

Qualification Tool

RSVPselling™provides a qualification tool that prompts your sales reps to examine the following key areas that are important to winning any opportunity: • Do we have the right relationships in place? • Do we have the right strategy to win the deal? • Do we have a unique value proposition that is acknowledged by the prospect? These areas make up the RSVP of RSVPselling™. The tool provides a scoring mechanism that highlights areas of weakness and allows users, both management and sales reps, to create action items to address those weaknesses. Action items are created as tasks within the CRM that are then assigned to the persons responsible, which will then feed into the user’s standard workflow.

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Sales Playbook

When your sales reps are involved in complex B2B selling environments, it can often be difficult to articulate the business drivers, solution and business value associated with each issue clearly for each sales rep. This can be due to a lack of understanding, or simply because it’s time consuming to articulate complex elements into language that makes sense to a business. The Sales Playbook solves this problem - it allows you to create templates is the business issues that your solutions solve and ensure that the way that your solutions are communicated to your customers is at the right level.

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Organisational Chart

RSVPselling™ provides users with a drag and drop visual tool for setting and managing the organisational structure within the prospect’s organisation. This helps everyone that is collaborating on the opportunity to understand the official structure within the organisation. In addition, this tool allows users the ability for each contact to: • Set each contact’s buying role within the opportunity. • Users are able to update contact details for each contact via a popup drawer • Users can also set the influence, supporter/opposition, and level of coverage on a per contact basis.

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Influence Map

While the org chart provides a view of the official organizational structure, not every person in an organisation will be involved in every opportunity. Each opportunity will have it’s own key decision makers and influencers that form the power base for that opportunity. The influence map allows us to: • Map the influence structure for a specific opportunity • Map the supporter, influence and coverage level for each contact

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DETAILS

Qualification Tool

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RSVPselling™provides a qualification tool that prompts your sales reps to examine the following key areas that are important to winning any opportunity: • Do we have the right relationships in place? • Do we have the right strategy to win the deal? • Do we have a unique value proposition that is acknowledged by the prospect? These areas make up the RSVP of RSVPselling™. The tool provides a scoring mechanism that highlights areas of weakness and allows users, both management and sales reps, to create action items to address those weaknesses. Action items are created as tasks within the CRM that are then assigned to the persons responsible, which will then feed into the user’s standard workflow.

Sales Playbook

image
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When your sales reps are involved in complex B2B selling environments, it can often be difficult to articulate the business drivers, solution and business value associated with each issue clearly for each sales rep. This can be due to a lack of understanding, or simply because it’s time consuming to articulate complex elements into language that makes sense to a business. The Sales Playbook solves this problem - it allows you to create templates is the business issues that your solutions solve and ensure that the way that your solutions are communicated to your customers is at the right level.

Organisational Chart

image
image
RSVPselling™ provides users with a drag and drop visual tool for setting and managing the organisational structure within the prospect’s organisation. This helps everyone that is collaborating on the opportunity to understand the official structure within the organisation. In addition, this tool allows users the ability for each contact to: • Set each contact’s buying role within the opportunity. • Users are able to update contact details for each contact via a popup drawer • Users can also set the influence, supporter/opposition, and level of coverage on a per contact basis.

Influence Map

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image
While the org chart provides a view of the official organizational structure, not every person in an organisation will be involved in every opportunity. Each opportunity will have it’s own key decision makers and influencers that form the power base for that opportunity. The influence map allows us to: • Map the influence structure for a specific opportunity • Map the supporter, influence and coverage level for each contact

Close Planner

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We’ve all been in that situation where a client has identified that they need a system in place and live by a certain date, but keep dragging their feet on signing off on the contract. The close planner allows us to map out all of the actions that need to occur for us as a supplier to deliver by a given date, including those actions required by the prospective customer, including: • Internal Approval Processes • Payment Schedules • Process to Generate a PO The Gantt chart can then be printed out and provided to the customer to facilitate the conversation of getting the project signed off at the required dates for us to deliver the outcome in the desired timeframe.

Improve Forecasting

By leveraging the qualification tool, along with the integrated coaching framework, your sales team will have a better understanding of where their opportunities are, which will increase the accuracy of your forecasts.

Increase Conversion Rates

You will increase the conversion rate of your opportunities by focusing on the right opportunities and implementing a more sophisticated approach to those opportunities that wins more deals.

Increase Collaboration

Collaboration will be increased, and you will start selling as a team, rather than just individual sales reps, meaning that you'll present a more professional image to your clients, which will help win more details.

Identify Opportunities at Risk

At a management level, you will be able to quickly identify opportunities at risk, whether this is based on poor qualification, or a stalled opportunity, you will be able to quickly identify those opportunities and drill down on them with your sales reps.

Support

Phone Support:
Support Email:
Support Knowledge Base:

Terms & Conditions

Terms of Service: http://www.crmonline.com.au/about-us/legal/terms-of-service
Privacy Policy: http://www.crmonline.com.au/about-us/legal/privacy-policy

RSVPselling Organisational ChartRSVPselling Organisational Chart
RSVPselling Qualification ToolRSVPselling Qualification Tool
RSVPselling SugarCRM DashletRSVPselling SugarCRM Dashlet

Resources

Please where we're going to have PDF and what not

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