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It’s Time for Something Different

   Introducing Business Visibility &
             g                   y
   Predictability On Demand

   Darren Cunningham, Chris Haase
              i          i
It’s Time for Something Different
      Who?




     What?




     Why?




Copyright © 2007 LucidEra – All rights reserved
It’s Time for Sales 2.0
   Sales in a Web 2.0 world…

    Count every “activity”
                 activity                            Measure activities that count

    Forecast probability
             p         y                             Forecast predictability
                                                              p            y

    Pipeline volume                                  Pipeline shape and velocity


   “Predictable”
    Predictable                                      “Higher Volume”
                                                      Higher Volume
                            “Higher Velocity”                          “Higher Value”

Source: Phone Works Sales Advocate, August 2007 - What is Sales 2.0?

   Copyright © 2007 LucidEra – All rights reserved
It’s Time for Analytics

                                                    “ An analytical competitor is an
                                                      organization that uses analytics
                                                   extensively and systematically to out-
                                                  think and out-execute the competition.”


                                                    “ The creation of a sophisticated
                                                      analytical environment has so far
                                                      been the exclusive domain of the
                                                        large corporation, with its vast
                                                           g     p        ,
                                                       technology budget and essential
                                                         pool of analytical resources. ”


Copyright © 2007 LucidEra – All rights reserved
It’s Time for LucidEra
    Track, analyze, and respond to business and market changes

           Focused analytic solutions
             •    Sales Analysis
             •    Revenue Cycle Analysis


           Simple to set-up, use, and buy
           business intelligence platform


“                                                      “ L d E ' user          “ L dE h transformed how
    L dE is at the f f
    LucidEra       h forefront                           Lucid Era's             LucidEra has       f     dh
    of BI market disruption. ”                          interface is king. ”     we do analysis in our business.
                                                                                                                ”


     Copyright © 2007 LucidEra – All rights reserved
LucidEra Analytic Solutions
“ With LucidEra, I get visibility across the CRM and accounting systems to get quick
            and easy insights that help my team achieve forecasted goals. ”



                    Revenue Cycle Analysis                     Sales Analysis

                                           Focused Analytic Solutions


                           On-Demand B i
                           OD      d Business I lli
                                              Intelligence Pl f
                                                           Platform




“ Intuitive interface and quick deployment time make this a must have tool for any
                    company th t extensively uses salesforce.com.”
                              that t i l            lf

Copyright © 2007 LucidEra – All rights reserved
LucidEra Sales Analysis
Track and analyze sales performance over time

    Gain i ibili
    G i visibility
    into your
    pp
    pipeline and
    confidence in
    your forecast

    Get deep insight
    into customer
    acquisition and
         i iti    d
                                                  “our historical forecastsallowgain insight analyze
                                                    LucidSnapshots will         us to easily
    win-rate trends                                                         and              into what
                                                               might happen in the future.
                                                                                           ”
Copyright © 2007 LucidEra – All rights reserved
Understand Your Past, Control Your Future



“ Those that fail to learn
         from history, are
        doomed to repeat it. ”
                        - Winston Churchill




 Copyright © 2007 LucidEra – All rights reserved
Get Answers, Not Static Reports

      What is the cost of sales and the productivity
      of the reps?

      How are deals moving through the funnel?

      What deals are falling out of the pipeline and where?

      Which customers will help me make my numbers this
      quarter?

                        Win Rates                            Commissions                  Velocity
Productivity                                        Quotas                 Competitors
                         Forecast                              Pipeline
                                                                 p                       Effectiveness



  Copyright © 2007 LucidEra – All rights reserved
LucidEra Revenue Cycle Analysis
Instant insight - from opportunity to customer invoice



                               Closed                  Orders
                                                                            Shipments
Pipeline                                                                                           Invoices
                               Deals                   Booked



“ We get all-in-one reporting… accounting data right alongside salesforce.com data.
                                                                           ”
          Good value, quick implementation, and immediate business value.



                           Industries                           Partners                      Competitors
 Salespeople                                      Regions                      Sales quotas
                           Products                             Discounts                       Accounts



Copyright © 2007 LucidEra – All rights reserved
Deep Analysis for Salesforce.com Customers

         Moment-in-time opportunity snapshots
         New versus repeat customer analysis
         Product cross-sell and up-sell analysis
         Beginning of q
           g      g   quarter pipeline comparison analysis
                               pp           p          y
         Deleted transaction history analysis
         Pipeline analysis of customers who have not recently
         purchased
             h    d
         Productivity of new sales versus seasoned sales reps
         Running sums, % of totals, top 10, etc.
                  sums        totals     10 etc
“ Salesforce.com customers the on-demand modeleasily deploy LucidEra via theinitiatives.
                            can now quickly and                                AppExchange

                                                                                         ”
      to bring the power of                     to their business intelligence
                                                          George Hu, CMO salesforce.com
                                              .

    Copyright © 2007 LucidEra – All rights reserved
It’s August

      Do you really know what's working
      and what's not?
          what s

      Do you know where to focus to
      make your annual plan?




Copyright © 2007 LucidEra – All rights reserved
Do You Know What You Don’t Know?
                                                   Is the forecast
                                           accurate? What #’s am I going
                                            To present to management?

How does this quarter’s
                                                                       Who are our top customers?
 performance compare
                                                                         What are they buying?
      to last year?




                                                                           What is falling out of the
 Are we going to hit our
                                                                           pipeline? At what stage?
   target for the year?
                                                                               What’s the trend?




Copyright © 2007 LucidEra – All rights reserved
Can You Afford to Guess?




Copyright © 2007 LucidEra – All rights reserved
Sales 1.0 vs. Sales 2.0

 “     It's a very large leap forward in terms of ease of use and
          reporting, compared to Salesforce.com. It's basically
             horse and buggy compared to a Toyota hybrid. ”




                                                  VS.




Copyright © 2007 LucidEra – All rights reserved
It’s Time for Sales 2.0 and LucidEra

What?                                    Focused Analytic Solutions
                                          Sales Analysis, Revenue Cycle Analysis

Why?                                     Track, Analyze, Respond
                                          Drive sales success, forecast predictability, and confidence

Who?                                     High Growth Organizations
                                         Simple to set-up, use, and buy

How Do I Start?                          Take a 30 Day Trial
                                          Get up and running on your data in days




                                                   Just Plug In

Copyright © 2007 LucidEra – All rights reserved
Contact Us To Get Started Today
      Take a test drive or sign up for a trial
        •    http://www.lucidera.com/try.php


      Chris Haase
        •    chaase@lucidera com
             chaase@lucidera.com
        •    650 931-0334


      Darren Cunningham
        •    dcunningham@lucidera.com
        •    650 931-0349
                 931 0349




Copyright © 2007 LucidEra – All rights reserved

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LucidEra Introduction

  • 1. It’s Time for Something Different Introducing Business Visibility & g y Predictability On Demand Darren Cunningham, Chris Haase i i
  • 2. It’s Time for Something Different Who? What? Why? Copyright © 2007 LucidEra – All rights reserved
  • 3. It’s Time for Sales 2.0 Sales in a Web 2.0 world… Count every “activity” activity Measure activities that count Forecast probability p y Forecast predictability p y Pipeline volume Pipeline shape and velocity “Predictable” Predictable “Higher Volume” Higher Volume “Higher Velocity” “Higher Value” Source: Phone Works Sales Advocate, August 2007 - What is Sales 2.0? Copyright © 2007 LucidEra – All rights reserved
  • 4. It’s Time for Analytics “ An analytical competitor is an organization that uses analytics extensively and systematically to out- think and out-execute the competition.” “ The creation of a sophisticated analytical environment has so far been the exclusive domain of the large corporation, with its vast g p , technology budget and essential pool of analytical resources. ” Copyright © 2007 LucidEra – All rights reserved
  • 5. It’s Time for LucidEra Track, analyze, and respond to business and market changes Focused analytic solutions • Sales Analysis • Revenue Cycle Analysis Simple to set-up, use, and buy business intelligence platform “ “ L d E ' user “ L dE h transformed how L dE is at the f f LucidEra h forefront Lucid Era's LucidEra has f dh of BI market disruption. ” interface is king. ” we do analysis in our business. ” Copyright © 2007 LucidEra – All rights reserved
  • 6. LucidEra Analytic Solutions “ With LucidEra, I get visibility across the CRM and accounting systems to get quick and easy insights that help my team achieve forecasted goals. ” Revenue Cycle Analysis Sales Analysis Focused Analytic Solutions On-Demand B i OD d Business I lli Intelligence Pl f Platform “ Intuitive interface and quick deployment time make this a must have tool for any company th t extensively uses salesforce.com.” that t i l lf Copyright © 2007 LucidEra – All rights reserved
  • 7. LucidEra Sales Analysis Track and analyze sales performance over time Gain i ibili G i visibility into your pp pipeline and confidence in your forecast Get deep insight into customer acquisition and i iti d “our historical forecastsallowgain insight analyze LucidSnapshots will us to easily win-rate trends and into what might happen in the future. ” Copyright © 2007 LucidEra – All rights reserved
  • 8. Understand Your Past, Control Your Future “ Those that fail to learn from history, are doomed to repeat it. ” - Winston Churchill Copyright © 2007 LucidEra – All rights reserved
  • 9. Get Answers, Not Static Reports What is the cost of sales and the productivity of the reps? How are deals moving through the funnel? What deals are falling out of the pipeline and where? Which customers will help me make my numbers this quarter? Win Rates Commissions Velocity Productivity Quotas Competitors Forecast Pipeline p Effectiveness Copyright © 2007 LucidEra – All rights reserved
  • 10. LucidEra Revenue Cycle Analysis Instant insight - from opportunity to customer invoice Closed Orders Shipments Pipeline Invoices Deals Booked “ We get all-in-one reporting… accounting data right alongside salesforce.com data. ” Good value, quick implementation, and immediate business value. Industries Partners Competitors Salespeople Regions Sales quotas Products Discounts Accounts Copyright © 2007 LucidEra – All rights reserved
  • 11. Deep Analysis for Salesforce.com Customers Moment-in-time opportunity snapshots New versus repeat customer analysis Product cross-sell and up-sell analysis Beginning of q g g quarter pipeline comparison analysis pp p y Deleted transaction history analysis Pipeline analysis of customers who have not recently purchased h d Productivity of new sales versus seasoned sales reps Running sums, % of totals, top 10, etc. sums totals 10 etc “ Salesforce.com customers the on-demand modeleasily deploy LucidEra via theinitiatives. can now quickly and AppExchange ” to bring the power of to their business intelligence George Hu, CMO salesforce.com . Copyright © 2007 LucidEra – All rights reserved
  • 12. It’s August Do you really know what's working and what's not? what s Do you know where to focus to make your annual plan? Copyright © 2007 LucidEra – All rights reserved
  • 13. Do You Know What You Don’t Know? Is the forecast accurate? What #’s am I going To present to management? How does this quarter’s Who are our top customers? performance compare What are they buying? to last year? What is falling out of the Are we going to hit our pipeline? At what stage? target for the year? What’s the trend? Copyright © 2007 LucidEra – All rights reserved
  • 14. Can You Afford to Guess? Copyright © 2007 LucidEra – All rights reserved
  • 15. Sales 1.0 vs. Sales 2.0 “ It's a very large leap forward in terms of ease of use and reporting, compared to Salesforce.com. It's basically horse and buggy compared to a Toyota hybrid. ” VS. Copyright © 2007 LucidEra – All rights reserved
  • 16. It’s Time for Sales 2.0 and LucidEra What? Focused Analytic Solutions Sales Analysis, Revenue Cycle Analysis Why? Track, Analyze, Respond Drive sales success, forecast predictability, and confidence Who? High Growth Organizations Simple to set-up, use, and buy How Do I Start? Take a 30 Day Trial Get up and running on your data in days Just Plug In Copyright © 2007 LucidEra – All rights reserved
  • 17. Contact Us To Get Started Today Take a test drive or sign up for a trial • http://www.lucidera.com/try.php Chris Haase • chaase@lucidera com chaase@lucidera.com • 650 931-0334 Darren Cunningham • dcunningham@lucidera.com • 650 931-0349 931 0349 Copyright © 2007 LucidEra – All rights reserved