The #1 Opportunity Management for B2B Complex Sales. Better qualification of the right opportuntiies, more visibility to coach and lead sales teams - free up sales supporting resources by focusing on the right deals. https://now.iseeit.com/meddic-on-salesforce/

1. MEDDIC Opportunity Management
on Salesforce.com
#1 for B2B Complex sales
Rizan Flenner – CEO & Founder
+1 408 757 0850
+43 664 241 34 34
rizan@iseeit.com

2. Sales managers daily challenges
§ Opportunity Qualification issues
§ Forecast accuracy
§ Slipping deals
§ Deal value implosion on end of sales cycle
§ Torturing lengthy forecast calls
§ Lack visibility in SF
§ Inaccurate data in Salesforce
§ No aggregated qualification
§ No insights into activity
§ Sales support resources maxed out
§ Technical, legal finance etc…
§ Sales methodology not lived
§ New sales people – high training efforts
Close more deals
Resource
Mgmt
Qualification
Visibility

3. The solution for Complex B2B sales
#1 Visual Opportunity Management
§ Sales Methodology
§ Sales qualification
§ Deal sheet
§ Playbook
§ Close Plan
#1 CRM
§ Contact Management
§ Reporting
§ Integration

4. iSEEit MEDDIC Opportunity Management
embedded on SF.com

5. Native Salesforce App
ü Salesforce Security
ü Native Salesforce Data
ü Embedded to native UI
ü New look and feel
ü Additional functionality based on custom
objects

6. Built-in MEDDIC Checklists

7. Digitize your Opportunity Management
§ Visualize your sales process
§ 100% configurable Sales process
§ Define Qualification items and milestones
§ Build Checklists
§ Get notification on “must haves”
§ Collaborate with sales team
§ Share information

8. MEDDIC Qualifiers in SF Forecast

9. Visibility for Sales Managers
§ Aggregated view of qualifiers
§ Traffic light warning system
§ Includable in all reports and forecast views
§ Report on items such as
§ Activity
§ Forecast accuracy
§ Pending Events such as EB meetings, POCs..
§ Warning on Gates
§ Reference clients

10. MEDDIC Tutorial

11. Built-in tutorial
§ “Out-of-the-box“ MEDDIC tutorial
§ Coach sales people in the field
§ Rate content and feedback to provider
§ Qualification Questions to ask client
§ Inspection questions for managers to coach
reps
§ 100% customizable

12. Close Plan

13. Manage Activities on opportunity-level
§ Easily track to-do’s & meetings
§ Delegate tasks
§ Plan activities around milestones
§ Attach files and information
§ Share with Account team and Management

14. Sample dashboard

15. Leading Indicators Reports
§ Meetings per Week / User /Account
§ New Business Meetings / Quarter
§ Visible Opportunities (over 250k) in quarter
§ Number of POC (planned, scheduled, Done)
§ Forecast deals commit, Best case
§ Reference clients
§ Lost report

16. Start Managing MEDDIC
on Salesforce
Click here to learn more about iSEEit’s
MEDDIC Opportunity Manager:
now.iseeit.com/meddic-on-salesforce/