
It is difficult to align the needs and strengths of marketing and sales teams because they often have conflicting metrics and objectives. This is compounded by the fact that most marketing and sales organizations report to different executives. CRM systems are supposed to unify the operations of sales and marketing, but rarely do. The challenge that most companies have when using any CRM is that even after using it for several years, the system is primarily used by management as a sales accounting system. Sales teams don’t need more accounting systems, they need enablement systems, and there is a massive difference between sales accounting and sales enablement.
ClearView for salesforce.com is a revenue acceleration service that transforms sales and marketing organizations by focusing all adoption efforts on revenue generation rather than training and new features. Adoption is not a technology problem. It is an optimization problem. We unify marketing, sales and training in a highly coordinated, collaborative process that accomplishes each team’s outcomes in one work stream. This service is delivered in bite-size 90 to 120 minute virtual sessions delivered over a quarter. Sales Managers and Sales Makers are guided by a Baker coach through a disciplined cadence and structured process around salesforce.com pipeline action planning with the specific outcome of retiring quota using salesforce.com.
Transform the way salesforce.com is used on a daily basis FROM a sales accounting tool TO a meaningful sales enablement vehicle. ClearView for salesforce.com drives adoption and sales rigor by focusing on what sales makers care about the most, closing more business! The result is a more disciplined and effective sales organization that is driven and supported by the use of salesforce.com as a best practice.
| Traditional Training | | ClearView Power for salesforce.com |
| Multi-day investment (one and done) | Twelve Coaching in the Cloud™ sessions | |
| 90% of knowledge is lost | 90 day Sales Transformation cycle | |
| Conducted in isolation – non contextual | Integrated workflows and dashboards | |
| Measurement is difficult | Measurement is an integral component | |
| High travel costs | No travel costs |

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