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Sales executives understand the complexities of effectively managing the enterprise sales process. Consolidating customer data from multiple systems and tracking sales status for forecasting are top of mind challenges that can impact revenue. Existing tools don’t show the “big picture” or help with coordinating team activities.

Business Impact

The business impact of this lack of effective team selling and management insight includes:

 
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A survey by research firm CSO Insights found that only 46% of forecasted deals actually result in a win. Sales executives and managers clearly need a way to improve account planning and execution.

How Mindjet Can Help

Mindjet software lets you map and communicate a unified view into complex accounts, ensuring that team activities are coordinated. It provides sales execs with insight to develop the account and uncover new opportunities, and sales management with visibility to effectively coach and forecast.

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Challenge #1

Your enterprise account team is unable to “get on the same page” with all aspects of the account, leading to poorly coordinated account planning.

How Mindjet Can Help

  • Consolidate and share detailed account information, including links to overall company information as well as insights on key decision-makers and influencers.

  • Aggregate and share information from company websites, public sites like Wikipedia, Google search results, LinkedIn searches, and even Twitter feeds.

  • Aggregate information contained in salesforce.com or other CRM systems.

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Challenge #2

Sales managers lack the complete view of sales team activity needed to provide effective coaching and gain the insight needed to validate forecasts.

How Mindjet Can Help

  • Develop visual account plans for management account reviews, including tasks, due dates, and person(s) responsible.

  • Give sales managers powerful visibility into deal progress so they can advise and direct.

  • Embed any sales methodology into Mindjet maps (Miller Heiman, TAS, etc.)

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Challenge #3

Your sales teams lack a central place to access and manage contextually relevant account information. The proverbial needle in the haystack results in missed data and wasted selling time.

How Mindjet Can Help

  • Integration to Microsoft Outlook to synch tasks, contacts, etc.

  • Integration to Microsoft Sharepoint to centrally and securely access existing content.

  • Eliminates time wasted searching or duplicating data entry.

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Sales Planning Map Examples

 
Account Plan  [picture of map]  [picture of map]Viewer

Account Plan

Territory Plan

Proposal Development

 

 

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WebEx Case Study AscendWorks Case Study ServiceSource Case Study Enviance Case Study Mathworks Case Study
 
MindManager 2012 for Windows Mindjet Connect Free

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This guide walks you through how to get started using Mindjet software and templates to improve Sales Account Planning.
  • WebEx
  • AscendWorks
  • ServiceSource
  • Enviance
  • MathWorks