2. ProspectStream History
• An Exciting 2011/2012
– 9/2010: Product re-launched on SaaS Platform
– 1/2011: Acquired F500 Client
• An Experienced Management Team
– Ric Overholts
– Steve Farfsing
– Karl Treier
3. The ProspectStream ROI
Sales Marketing Management
Return on Effort (ROE) Managed by Marketing Proven ROI
- Optimized Prospecting - Managed Qualification Meaningful Metrics
- Systematic Approach - Consistent Messaging Operational Expense
- Increased Target Contacts Measure Results No Long Term Commit
Faster Ramp to Results - By Source
- By Qualification Data
- By Message
4. Imagine the Impact!
• What if you could…
– Get a 10% increase in
conversations with your
Target Buyer?
– Get a 10% better qualification rate,
reducing pursuit of bad
opportunities?
– Optimized marketing spend?
– Get 10% More Revenue?
• Would 10% more revenue per
sales rep outweigh a cost of
just $89/month/user or less?
• What if it were much more than 10%?
5. Traditional CRM
Traditional CRM Leaves Users Wondering…
• Who do I call first?
• What was last outcome?
• How much effort have I
expended already?
• How qualified is this Lead?
…and provides no…
• Systematic way to qualify a Lead
• Guidance on messaging
• Way to capture of detailed outcomes
• Automatic scheduling of the
next activity
6. ProspectStream 3.2
ProspectStream Lead Management
CSV Import
CRM Integration
Website Forms
Social Media Radar*
Intelligent Call Cycle Optimization
CRM
Qualify & Disposition
Call List ERP
Campaign Message “Outcome”
POS
ProspectStream works differently than a CRM it:
• Drives Repeated Activity Against Prospects
Retire
• Captures and Scores Qualification Data
• Records and Metrics Positive & Negative Outcomes
* ProspectStream 3.3
7. Intelligent Call Cycle Optimization
Prioritized Call List Call List
Qualify &
Message
Record
Outcome
Call List with Past Due, Scheduled and Uncalled Records
Past Attempts
Contact/No
Contact
Last Attempt
Date/Time &
Outcome
8. Intelligent Call Cycle Optimization
Qualify/Messaging Call List
Qualify &
Message
Record
Outcome
Record and History View
Visual Cues
Indicate Effort
Still Worth-
while
9. Intelligent Call Cycle Optimization
Qualify/Messaging Call List
Qualify &
Message
Record
Outcome
Call Script Library and View with Embedded Qualification Questions
Campaign
Specific
Library of
Scripts
Embed
Qualification
Questions
Automatic directly in
element Scripts
substitution in
Scripts
10. Intelligent Call Cycle Optimization
Qualify/Messaging Call List
Qualify &
Message
Record
Outcome
Popup Question Dialog with Answer Entry
Capture
Qualification
Answers via
Popup
11. Intelligent Call Cycle Optimization
Qualify/Messaging Call List
Qualify &
Message
Record
Outcome
Alternate View of all Qualification Questions and Answers.
Answers Drive
Qualification
/Lead Scoring
and Visual
Cues
See all
Questions &
Answers in
One View
12. Intelligent Call Cycle Optimization
Record Outcome Call List
Qualify &
Message
Record
Outcome
Call Disposition (“Outcome”) Chooser and Data Capture Form
Completely
Customizable
Outcomes
Drive
Workflow
Automatic
Next Attempt
Scheduling
Optimizes
Results
13. ProspectStream 3.2
• SaaS – Multi User/Multi Tenant Application
– RIA (Rich Internet Application)
• Outperforms HTML Web Applications
– Nothing to Install/No Hardware to Buy
– Secure, Reliable Cloud Hosting
– Guaranteed Availability
– Free Updates
14. Case Studies/Client Results
• 10 Week “Seasonal” Campaign entirely managed by Sales VP
• 10,000 Prospect Records, 40,000 Dials (2010/2011 Seasons)
• Revenue Growth (turning around multiple years of decline)
• 25% Reduction in Labor Cost
• Sales Staff turnover reduced from 50% to Zero.
13 Months Since Launch (Jan 2011)
30 Self Administered Campaigns
51,000 Prospect Records, 30,000 Dials, 4,000 Qualified
44 Users (50:50) Call Center Reps : Regional Sales Directors
HEALTH INSURANCE
600 New Agents Under Contract COMPANY
• 2 BlueStar (Distributor) Rep’s Called 1,109 Motorola Resellers
• 4 Week Campaign
• Goal was to get the Resellers Clients to renew their Motorola
Service Contracts
• Achieved 43% Uptick in Renewal Rate
• Program expanding to 50 Motorola Resellers (~100 Users)
15. How Do You Get Started?
• Subscribe…
– Just $89/month/user or less
• Implementation (typically less than a day)…
– Add your Users
– Import your Prospect Universe
– Configure your First Campaign
• Targets (Who to Call)
• Messaging (Call Scripts, Voicemails)
• Qualification (Questions & Answers)
16. Contact Info
• Contact Us to Learn More
– http://www.prospectstream.com
– info@prospectstream.com
– @prospectstream
– +1 (513) 898-0505
– +1 (877) 258-8989 Toll Free