Engagement platform 1
Storyboard Text
- latest
- Microsoft: New lead!
- Microsoft Lead details
- ACCEPT
- Customer info: Lucerne Publishing
- Irene (ISV), a salesperson for Proseware, Inc. receives a notification from MSFT about a new lead, right inside her CRM
- Great idea! I'll wait to hear from them.
- Now that I understand your company's needs, I think we should partner with another company to quote on additional products.
- Partner solution
- Irene views the lead details in her CRM and accepts
- SHARE DEAL
- Irene accesses valuable intel about the customer (Lucerne Publishing) in the new Microsoft partner solution
- Proseware Inc. Partner on deal?
- Irene develops the deal, learning about customer needs, and updating her CRM.
- Irene looking at side by side view. UI has tab for customer info, and tabs for each partner. Shows MSFT selected
- JOIN DEAL
- From her CRM, Irene Share's the opportunity with other partners; in this case Microsoft Sales for Office 365
- Prosewear deal
- Overview Customer Partners
- Lucerne Publishing deal
- Microsoft deal
- Irene looking at monitor with Martin on screen. Chat window on side. Tabs for uploaded documents [not selected]
- Martin (MSFT), a salesperson at Microsoft receives a notification about the partner invitation in his CRM
- Overview Documents Chat
- Martin reviews the invite (in his CRM) with his team, and accepts the offer to partner on the deal with Proseware. Irene is notified.
- Irene and Martin view each other's activities in the Microsoft partner solution
- Irene and Martin coordinate through video conference, chat, sharing documents and sales decks
- Martin gets message in his CRM to take action. Superimpose (MSFT solution) screen with timeline indicating need
- Lucerne deal: Take action!
- It's a deal!
- Irene with computer, table provides access to all past and current deals. She is filtering to show just MSFT deals
- The deal evolves. Martin starts to lose momentum. He gets a notification in his CRM. Clicking into the MSFT solution, he gets specific advice
- Irene and Martin both win!
- Everyone can access all of there shared deals in there login in MSFT solution
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