Sales tech, beyond the CRM

2. Technology is not only transforming businesses, but entire
industries are being disrupted by technology. Therefore, it is
no surprise that commercial teams should be at the cutting
edge of this revolution.
From prospecting to service; cloud, big data, social, AI, mobile
and connected devices are transforming business processes in
an unprecedented way.

3. Organizations are adopting
n e w t e c h n o l o g i e s t o
acquire a competitive
advantage while boosting
productivity & profitability.

4. As leaders we are called to innovate and deploy smarter
solutions faster than ever before and…with less
resources. Thankfully today’s technology can help!

5. POLL
Assuming you already have a CRM, which technologies do you
feel could provide greater value to your company?

6. Today we live in a smarter world. We have gone from 10 million PCs to 6
billion smartphones and 75 billion connected “things”. These changes
create a massive network of information with unprecedented
interaction.
In recent years, we have quickly adopted mobile devices, social media
and the Internet of Things (IoT) as key elements of everyday life and
most of us haven’t even noticed.
Furthermore, we have entered the era of Artificial Intelligence (AI)
democratization, creating a new opportunity and a new challenge to
the business world. Many experts consider AI the most important
technological revolution since the creation of the Internet!

7. 61%of consumers say that technology has
redefined human behaviors. The same is
happening in the business world.

8. CUSTOMERIn this new world, customers expect
a higher level of convenience and
relevant experiences in their daily
lives. Businesses are expected to
deliver personalized experiences at
anytime, through any channel and
from anywhere.
AGE OF THE

9. CUSTOMERAGE
OF THE

10. THE ROADMAP TO A SMARTER
WORLD

11. MOBILE APPS. INFINITE POSSIBILITIES.
3 ways to get the most out of Mobile Apps.
STAY CONNECTED!
• Now you can access all the vital information
you need in real time, from any device, at
anytime and from anywhere.
• Plan your day and deliver on your
commitments consistently from your daily
planner app.
• Make quicker and better informed decisions
with real-time data from Dashboards and
Custom Reports.
• See everything that’s important to you in
seconds with Feed First design.
Mobile Apps

12. TAKE ACTION!
• Collaborate in real time, align team efforts
and acknowledge results as they happen.
• Manage Leads, Contacts, Accounts,
Opportunities and Cases right from your
phone.
• Use Collaboration to share ideas, create
polls and engage with your teams in a
whole new way.
• Manage approvals and workflows on the
go.
Mobile Apps
MOBILE APPS. INFINITE POSSIBILITIES.
3 ways to get the most out of Mobile Apps.

13. MAKE IT YOUR OWN!
• It’s easy to customize Mobile App to
address non-traditional matters and
engage with different areas of your
business.
• Manage inter-departmental workflows,
verify inventories and even create your
own hiring app.
• Build point-and-click Custom Apps and
roll them quickly and easily.
• Download existing apps from an App eco
system and start leveraging best-in-class
apps in minutes that fully integrate with
your CRM!
Mobile Apps
MOBILE APPS. INFINITE POSSIBILITIES.
3 ways to get the most out of Mobile Apps.

14. UNLIMITED USE CASES
Mobile Apps

15. Social Marketing is no longer used only to attract
customers, but also to manage the full life cycle of each
customer or prospect with the aim of turning them into
brand advocates. The results are impressive!
Social Marketing
Aumento ROI
Marketing
+ 43%+ 40%
Aumento
Ingresos
+ 41%
Aumento
Conversión
Aumento Ingresos
por Sesión (Web)
+ 53%
+ 46%
Aceleración
CampañasIncreased
income
Increased
conversion
Campaign
acceleration
Increased Income
(web)
Increased ROI
Marketing

16. Social Marketing Value
Beneficios del Marketing Cloud
​Unificación de la Data
Una sola vista del cliente integrando datos de
todas sus fuentes y tome acción.
​Personalice las Jornadas
Cree mensajes puntuales, únicos y relevantes
según los comportamientos del cliente en
tiempo real .
​Interacción Multi Canal
Entregue contenido relevante vía SMS, email,
medios sociales, publicidad y vía web.
​Analice Todo
Mida el impacto de su negocio y optimice cada
interacción para crecer sus ventas y la
fidelización de sus clientes.
Cree sus jornadas personalizadas 1:1Benefits of the Marketing Cloud
• Personalize your email marketing like never before
• Create exceptional social experiences
• Predict relevant content for your audience
• Engage more personally with mobile messaging
• Manage ads that drive purchases
• Create cross-channel journeys

17. Click
Facebook Ad
Newsletter Sign-up
Personalized Content
Email
Mobile Opt-inDownload App
Contact Customer
Support
Evangelize on
Facebook
Support Issue
Resolved
First Purchase
Social Marketing provides you full control of the customer journey through their entire life cycle.
Take control and ensure every touchpoint delivers an extraordinary experience.
Social Marketing Value

18. Social Marketing Value

19. It is expected that consumers
will place more orders via their
phones than from any other
channel before the end of 2017.
Modern E-commerce platforms
ensure a strong and intelligent
integration of in-store POS with
the EC platform to offer a
holistic and personalized
experience to each client.
E-Commerce

20. •Multi-Channel (Store, Mobile
and Web)
• Intuitive
• Social
• Easy to use
• Predictive
• Integrated with CRM
• Flexible
• Quick to Create / Modify
• Automated workflows/rules
• With AI
A More Powerful E-Commerce

21. Increasingly, everyday objects are also using
the Internet to connect to the cloud forming
an "Internet of things". It is estimated that
1,9B devices are already connected in the
IoT.
People connect to the Internet to access
information, communicate with others and do
business. But now, its just not people, objects
are also connected and interacting with
systems and each other. The IoT is widely
used in the manufacturing and energy
industries to track machinery operations, bug
reports and raise alert services.
What is IOT?

22. Now companies can harness the power of
IoT and convert data generated by each of
its customers, partners, devices and sensors
into meaningful action. With the cloud, IoT
can process massive amounts of data, build
business rules with simple and intuitive
tools, and interact wth customers pro-
actively and in real time!
IOT value

23. Artificial Intelligence (AI) is usually defined as the
science of making computers do things that require
intelligence when done by humans. - in other words,
performing tasks such as reasoning, planning,
learning and language comprehension. AI has big
implications for the way we work in the future.
What is AI?

24. What does AI adds to CRM? Imagine being able to
pick up signals and feelings in real time, from any
source (mobile, objects, social media, etc.) from
anywhere and be able to analyze this information
with data from your CRM. But beyond this,
imagine that the CRM will make recommendations
without your help.
It's like having a crystal ball that can predict and
recommend the next steps in sales, marketing, or
service interaction for each client.
Companies that adopt AI may create revolutionary
experiences that far exceed customer expectations.
Imagine a seamless connection with the customer that
understands their behaviors and patterns to predict
future requirements and expectations.
AI Value

25. IA has implications for each
commercial area of the
business.
Implications of AI
Sales will be able to pre-qualify prospects, anticipate when an
opportunity requires attention and focus on the best sales strategies
and tactics for each deal. The customer experience will be fully
customized across every channel, in accordance to each customer’s
individual needs and the milestone within their journey.

26. “Technology makes the
world a new place.”
Hoshana Zuboff

27. QUESTIONS?

28. Top Salesforce Add-On Apps to Maximize
Sales Productivity!
Seamless Calendar and
Email Synch
Interactive Documents (Quotes, Contracts)
and E-Signature
Holistic Performance, Goals and
Coaching Management
Seamless Affordable Integration
with 3rd Party Apps.

29. On-going support packages
Sales Leadership, Adoption &
Change Management
Basic User, Administrator,
Power User and Strategic Sales
Commercial Process
Consulting
Configuration, Development,
Integration & Support

30. THANK YOU

31. Contact us!
w w w . d o b l e g r o u p . c o m
@doblegroup /doblegroup /+doblegroup
Company/doble-group-llc doblegroup /DobleGroup

32. Doble Group, LLC
D o b l e G r o u p , L L C i s a b o u t i q u e c o n s u l t i n g f i r m t h a t f o c u s e s o n i m p r o v i n g
c o m m e r c i a l b u s i n e s s r e s u l t s t h r o u g h C R M s o l u t i o n s a n d t h e a l i g n m e n t o f t h e
o r g a n i z a t i o n , i t s p r o c e s s e s a n d t e a m s f o r s u c c e s s . W e d e l i v e r o u r s e r v i c e s
t h r o u g h h i g h l y c u s t o m i z e d c o n s u l t i n g , t r a i n i n g a n d c o a c h i n g p r o g r a m s a n d
t h e w o r l d ’ s # 1 C R M t e c h n o l o g i e s , S a l e s f o r c e .