dealmaker from the tas group - screenshots

Dealmaker®

The Sales Performance Automation Platform

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Sell Smarter. Manager Better. On Demand.

© The TAS Group 20092

Dealmaker ® Capability Overview

• Opportunity Management – Best practices to win the deal

• Sales Process – Manage a deal through the funnel

• Sales Forecast – Accurate / objective based on rules, learning

• Coach Me – Automated Intelligent Deal Coaching

• Pulse – Intelligent Social Networking for Sales

• Performance Coach – Sales Analytics

• Genius – Automated Sales Process Generation

• Account Management – Maximize key account penetration

• MarketView – Manage and forecast for global accounts / vertical industries

• Virtual Learning System – Online learning, accreditation and reinforcement

Dealmaker Intelligent Sales Performance Automation

Opportunity Assessment

Competitive Strategy

PoliticalMap

Buyer DecisionCriteria

Collaboration Map

Automated Process Generation

Step-by-step Sales Process

Accurate Sales Forecast

Market Segment Analysis

Automated Deal Coaching

Pipeline Snapshot

Pipeline Healthcheck

What’s Changed

Sales Velocity Analysis

Business Strategy Map

Opportunity Map

Objectives Strategies Actions

Value Map

Market View

On Demand Learning

Testing & Certification

Opportunity Management

Account Management

Sales Process

Questioning & Collaboration

Automated Deal Coaching

Pulse: Enterprise Social Networks

Collaboration Map

Business Strategy Map

Opportunity ManagementSales Process

Sales Performance Analytics

Account Management

Virtual Learning

Collaboration / Social Network

Automated Coaching

Automated Coaching

Crowd Sourcing

Dealmaker Activity Analysis

Dealmaker integrates with your CRM system – or operates standalone

Dealmaker Sales Performance Automation Platform

Integrated with your existing CRM environment

Opportunity ManagementSales Process

Sales Performance

AnalyticsAccount

ManagementVirtual

LearningCollaboration / Social Network

Dealmaker Exchange – Integration Layer

Other ….

Dealmaker®

The Sales Performance Automation Platform

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TAS Opportunity Management

Opportunity Management TAS Assessment – Qualify the Opportunity

Opportunity Management Competitive Strategy – to win the deal

Opportunity Management Political Map – Navigate Power and Influence

Opportunity Management Collaboration Map – Uncover customer problems

Opportunity Management Decision Criteria – Uncover formal/personal priorities

Opportunity Management PRIME Actions – Turn Ideas into Action

Dealmaker®

On-Demand Sales Performance Automation

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TAS Account Management

Account Management Quickly Set Up or Edit Plans

Account Management Opportunity Map – Maximize Account Penetration

Account Management Strategy Map – Uncover Customer’s Business Drivers

Account Management Political Map – Navigate Power and Influence

Account Management Value Map – Prioritize Potential Opportunities

Account Management Objectives, Strategies and Actions – Work the Plan

MarketView Build View of Your Own Marketplace

MarketView Manage Vertical Industries or Global Accounts

MarketView Accurate Forecast of Verticals or Global Accounts

Dealmaker®

On-Demand Sales Performance Automation

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Coach Me

Dealmaker Coach Me Intelligent Automated Deal Specific Coaching

Dealmaker®

On-Demand Sales Performance Automation

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Sales Process and Forecast

Dealmaker Genius Automated Customized Sales Process Generation

Dealmaker Genius 10 Industry Templates - Editable

Dealmaker Genius Generates Desired Pipeline Profile

Sales Process Best practice steps to manage deal through funnelDealmaker calculates Close Date and Close ProbabilityFully configurable to your business

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Sales Forecast Dealmaker selects deals that will close (Projected)Highlight large deals to manage risk Dashboard view of deals for all roles

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Dealmaker®

On-Demand Sales Performance Automation

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Pulse

Dealmaker Pulse Intelligent Social Networking for SalesKeep finger on pulse of critical deal activities‘Follow’ opportunities, accounts, users

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Dealmaker Pulse Follow Opportunities, Accounts, Users, Twitter, LinkedIn

Dealmaker Pulse Learn from Dealmaker and Social Networks

Dealmaker Pulse Communicate / Collaborate with Team

Dealmaker®

On-Demand Sales Performance Automation

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Performance Coach

Performance Coach Snapshot – Identify Shortfalls in Pipeline

Performance Coach Healthcheck – Identify Inactive or Stalled Deals

Performance Coach What’s Changed in Pipeline Over Any Time Period

Performance Coach Compare Individual and Team Effectiveness

Performance Coach Monitor Key Non-Revenue Behaviors

Dealmaker®

On-Demand Sales Performance Automation

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Virtual Learning

Virtual Learning System On Demand Learning and Reinforcement

Virtual Learning System Tailored Curriculum Management

Virtual Learning System Self-paced Learning and Reinforcement

Virtual Learning System Self-paced Learning and Reinforcement

Virtual Learning System Assessment and Accreditation

Virtual Learning System Management Reporting

Dealmaker®

The Sales Performance Automation Platform

www.thetasgroup.comNorth America: 866 570 3736

UK: +44 (0)1189 253 251International: +353 (0)1 631 6140