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Sales Cycle Management

Every stage of your sales cycle should contribute to revenue growth. Salesvue is the Salesforce-native platform that helps you engage with prospects and customers at every stage.

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Get a handle on your sales cycle.

Manage and optimize the sales cycle across departments and technologies with Salesvue’s systematized cadences, automation, and insightful analytics to generate more revenue.

Marketing &
Demand Generation

Generate leads and turn them over to the sales team without a hitch.

  • Marketing can send or automate bulk outbound email blasts (without hurting your domain reputation).
  • Identify and prioritize engaged prospects with email scoring.
  • Easily route qualified leads to your sales reps with automation so your follow-up is as timely as possible.
Cycle1

Prospecting

Ensure a measurable, scalable, and repeatable prospecting process.

  • Reps know exactly who to call next and even what to say with sales cadences, email templates, and call scripts.
  • Follow-up processes are automated and timely so no leads slip through the cracks.
  • Reduce time spent on non-sales activities with structured cadences so your reps can focus more time in meaningful conversations.
Cycle2

Opportunity Management

Maintain consistent and timely touches to nurture valuable qualified prospects.

  • Contact warm opportunities at the right time with automatic reminders and generate structured processes for engagement.
  • Gain visibility into opportunities that haven’t been touched in awhile, so no deal is missed.
  • Use cadences to operationalize best practices to continuously move deals forward through the pipeline.
Cycle3

Onboarding

Smooth the process for onboarding customers and your client success reps.

  • Automated workflows from closed won opportunity to the onboarding stage provide structure for a seamless handoff.
  • The ability to schedule implementation steps make sure your onboarding process is consistently followed.
  • Create multi-activity steps, assigning tasks to multiple team members that each need to be completed before moving on to the next step.
Cycle4

Account Management

Retain customers by maintaining consistent contact.

  • Ensure consistent, timely conversations with automated workflows and conversation recency monitoring.
  • Easily keep all communication tasks and information tied to an entire account inside Salesforce.
  • Onboarding new reps becomes easier when all information and sales activity is available in one place – Salesforce.
Cycle5

Contract Renewal

Get a systematic approach to renewals and upselling.

  • Automate contract renewal tasks based on Salesforce data.
  • Proactively gain client feedback and strategically upsell.
  • Put the right rep in touch at the right time.
Cycle6
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Stay in touch with prospects and customers at every stage of the sales cycle.

When the entire sales cycle is managed in Salesforce, sales leaders have a single source of truth with insightful analytics to make strategy and process improvements.