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Introduction




Private & Confidential. Do not distribute without permission.
ProspectStream History
• An Exciting 2011/2012
  – 9/2010: Product re-launched on SaaS Platform
  – 1/2011: Acquired F500 Client
• An Experienced Management Team
  – Ric Overholts
  – Steve Farfsing
  – Karl Treier
The ProspectStream ROI
          Sales                     Marketing               Management
Return on Effort (ROE)        Managed by Marketing      Proven ROI
- Optimized Prospecting       - Managed Qualification   Meaningful Metrics
- Systematic Approach         - Consistent Messaging    Operational Expense
- Increased Target Contacts   Measure Results           No Long Term Commit
Faster Ramp to Results        - By Source
                              - By Qualification Data
                              - By Message
Imagine the Impact!
• What if you could…
   – Get a 10% increase in
     conversations with your
     Target Buyer?
   – Get a 10% better qualification rate,
     reducing pursuit of bad
     opportunities?
   – Optimized marketing spend?
   – Get 10% More Revenue?
       • Would 10% more revenue per
         sales rep outweigh a cost of
         just $89/month/user or less?

• What if it were much more than 10%?
Traditional CRM
Traditional CRM Leaves Users Wondering…

• Who do I call first?
• What was last outcome?
• How much effort have I
  expended already?
• How qualified is this Lead?

…and provides no…

•   Systematic way to qualify a Lead
•   Guidance on messaging
•   Way to capture of detailed outcomes
•   Automatic scheduling of the
    next activity
ProspectStream 3.2
                            ProspectStream Lead Management
CSV Import
CRM Integration
Website Forms
Social Media Radar*
                                  Intelligent Call Cycle Optimization



                                                                                            CRM
                                              Qualify &            Disposition
                      Call List                                                             ERP
  Campaign                                    Message              “Outcome”
                                                                                            POS



  ProspectStream works differently than a CRM it:
  • Drives Repeated Activity Against Prospects
                                                                        Retire
  • Captures and Scores Qualification Data
  • Records and Metrics Positive & Negative Outcomes
                                                                             * ProspectStream 3.3
Intelligent Call Cycle Optimization




Prioritized Call List                                     Call List
                                                                                  Qualify &
                                                                                  Message
                                                                                                             Record
                                                                                                            Outcome


Call List with Past Due, Scheduled and Uncalled Records




                                                                                                  Past Attempts
                                                                                                   Contact/No
                                                                                                     Contact




                                                                                                   Last Attempt
                                                                                                   Date/Time &
                                                                                                     Outcome
Intelligent Call Cycle Optimization




Qualify/Messaging         Call List
                                                  Qualify &
                                                  Message
                                                                             Record
                                                                            Outcome


Record and History View




                                                                    Visual Cues
                                                                  Indicate Effort
                                                                    Still Worth-
                                                                        while
Intelligent Call Cycle Optimization




Qualify/Messaging                                                    Call List
                                                                                             Qualify &
                                                                                             Message
                                                                                                                        Record
                                                                                                                       Outcome


Call Script Library and View with Embedded Qualification Questions




                                                                                                                Campaign
                                                                                                                 Specific
                                                                                                                Library of
                                                                                                                  Scripts



                                                                                                                Embed
                                                                                                              Qualification
                                                                                                               Questions
                       Automatic                                                                               directly in
                        element                                                                                  Scripts
                     substitution in
                         Scripts
Intelligent Call Cycle Optimization




Qualify/Messaging                         Call List
                                                                  Qualify &
                                                                  Message
                                                                                             Record
                                                                                            Outcome


Popup Question Dialog with Answer Entry




                                                                                     Capture
                                                                                   Qualification
                                                                                   Answers via
                                                                                      Popup
Intelligent Call Cycle Optimization




Qualify/Messaging                                            Call List
                                                                                     Qualify &
                                                                                     Message
                                                                                                                Record
                                                                                                               Outcome


Alternate View of all Qualification Questions and Answers.




                                                                                                     Answers Drive
                                                                                                      Qualification
                                                                                                     /Lead Scoring
                                                                                                       and Visual
                                                                                                         Cues




                                                                                                        See all
                                                                                                      Questions &
                                                                                                      Answers in
                                                                                                       One View
Intelligent Call Cycle Optimization




Record Outcome                                               Call List
                                                                                     Qualify &
                                                                                     Message
                                                                                                                Record
                                                                                                               Outcome


Call Disposition (“Outcome”) Chooser and Data Capture Form




                                                                                                       Completely
                                                                                                      Customizable
                                                                                                       Outcomes
                                                                                                          Drive
                                                                                                        Workflow

                                                                                                       Automatic
                                                                                                      Next Attempt
                                                                                                       Scheduling
                                                                                                       Optimizes
                                                                                                         Results
ProspectStream 3.2
• SaaS – Multi User/Multi Tenant Application
  – RIA (Rich Internet Application)
     • Outperforms HTML Web Applications
  – Nothing to Install/No Hardware to Buy
  – Secure, Reliable Cloud Hosting
  – Guaranteed Availability
  – Free Updates
Case Studies/Client Results
                 •   10 Week “Seasonal” Campaign entirely managed by Sales VP
                 •   10,000 Prospect Records, 40,000 Dials (2010/2011 Seasons)
                 •   Revenue Growth (turning around multiple years of decline)
                 •   25% Reduction in Labor Cost
                 •   Sales Staff turnover reduced from 50% to Zero.

13 Months Since Launch (Jan 2011)
30 Self Administered Campaigns
51,000 Prospect Records, 30,000 Dials, 4,000 Qualified
44 Users (50:50) Call Center Reps : Regional Sales Directors
                                                                         HEALTH INSURANCE
600 New Agents Under Contract                                                COMPANY


                        • 2 BlueStar (Distributor) Rep’s Called 1,109 Motorola Resellers
                        • 4 Week Campaign
                        • Goal was to get the Resellers Clients to renew their Motorola
                          Service Contracts
                        • Achieved 43% Uptick in Renewal Rate
                        • Program expanding to 50 Motorola Resellers (~100 Users)
How Do You Get Started?
• Subscribe…
  – Just $89/month/user or less
• Implementation (typically less than a day)…
  – Add your Users
  – Import your Prospect Universe
  – Configure your First Campaign
     • Targets (Who to Call)
     • Messaging (Call Scripts, Voicemails)
     • Qualification (Questions & Answers)
Contact Info
• Contact Us to Learn More
  – http://www.prospectstream.com
  – info@prospectstream.com
  – @prospectstream
  – +1 (513) 898-0505
  – +1 (877) 258-8989 Toll Free

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Introducing ProspectStream

  • 1. Introduction Private & Confidential. Do not distribute without permission.
  • 2. ProspectStream History • An Exciting 2011/2012 – 9/2010: Product re-launched on SaaS Platform – 1/2011: Acquired F500 Client • An Experienced Management Team – Ric Overholts – Steve Farfsing – Karl Treier
  • 3. The ProspectStream ROI Sales Marketing Management Return on Effort (ROE) Managed by Marketing Proven ROI - Optimized Prospecting - Managed Qualification Meaningful Metrics - Systematic Approach - Consistent Messaging Operational Expense - Increased Target Contacts Measure Results No Long Term Commit Faster Ramp to Results - By Source - By Qualification Data - By Message
  • 4. Imagine the Impact! • What if you could… – Get a 10% increase in conversations with your Target Buyer? – Get a 10% better qualification rate, reducing pursuit of bad opportunities? – Optimized marketing spend? – Get 10% More Revenue? • Would 10% more revenue per sales rep outweigh a cost of just $89/month/user or less? • What if it were much more than 10%?
  • 5. Traditional CRM Traditional CRM Leaves Users Wondering… • Who do I call first? • What was last outcome? • How much effort have I expended already? • How qualified is this Lead? …and provides no… • Systematic way to qualify a Lead • Guidance on messaging • Way to capture of detailed outcomes • Automatic scheduling of the next activity
  • 6. ProspectStream 3.2 ProspectStream Lead Management CSV Import CRM Integration Website Forms Social Media Radar* Intelligent Call Cycle Optimization CRM Qualify & Disposition Call List ERP Campaign Message “Outcome” POS ProspectStream works differently than a CRM it: • Drives Repeated Activity Against Prospects Retire • Captures and Scores Qualification Data • Records and Metrics Positive & Negative Outcomes * ProspectStream 3.3
  • 7. Intelligent Call Cycle Optimization Prioritized Call List Call List Qualify & Message Record Outcome Call List with Past Due, Scheduled and Uncalled Records Past Attempts Contact/No Contact Last Attempt Date/Time & Outcome
  • 8. Intelligent Call Cycle Optimization Qualify/Messaging Call List Qualify & Message Record Outcome Record and History View Visual Cues Indicate Effort Still Worth- while
  • 9. Intelligent Call Cycle Optimization Qualify/Messaging Call List Qualify & Message Record Outcome Call Script Library and View with Embedded Qualification Questions Campaign Specific Library of Scripts Embed Qualification Questions Automatic directly in element Scripts substitution in Scripts
  • 10. Intelligent Call Cycle Optimization Qualify/Messaging Call List Qualify & Message Record Outcome Popup Question Dialog with Answer Entry Capture Qualification Answers via Popup
  • 11. Intelligent Call Cycle Optimization Qualify/Messaging Call List Qualify & Message Record Outcome Alternate View of all Qualification Questions and Answers. Answers Drive Qualification /Lead Scoring and Visual Cues See all Questions & Answers in One View
  • 12. Intelligent Call Cycle Optimization Record Outcome Call List Qualify & Message Record Outcome Call Disposition (“Outcome”) Chooser and Data Capture Form Completely Customizable Outcomes Drive Workflow Automatic Next Attempt Scheduling Optimizes Results
  • 13. ProspectStream 3.2 • SaaS – Multi User/Multi Tenant Application – RIA (Rich Internet Application) • Outperforms HTML Web Applications – Nothing to Install/No Hardware to Buy – Secure, Reliable Cloud Hosting – Guaranteed Availability – Free Updates
  • 14. Case Studies/Client Results • 10 Week “Seasonal” Campaign entirely managed by Sales VP • 10,000 Prospect Records, 40,000 Dials (2010/2011 Seasons) • Revenue Growth (turning around multiple years of decline) • 25% Reduction in Labor Cost • Sales Staff turnover reduced from 50% to Zero. 13 Months Since Launch (Jan 2011) 30 Self Administered Campaigns 51,000 Prospect Records, 30,000 Dials, 4,000 Qualified 44 Users (50:50) Call Center Reps : Regional Sales Directors HEALTH INSURANCE 600 New Agents Under Contract COMPANY • 2 BlueStar (Distributor) Rep’s Called 1,109 Motorola Resellers • 4 Week Campaign • Goal was to get the Resellers Clients to renew their Motorola Service Contracts • Achieved 43% Uptick in Renewal Rate • Program expanding to 50 Motorola Resellers (~100 Users)
  • 15. How Do You Get Started? • Subscribe… – Just $89/month/user or less • Implementation (typically less than a day)… – Add your Users – Import your Prospect Universe – Configure your First Campaign • Targets (Who to Call) • Messaging (Call Scripts, Voicemails) • Qualification (Questions & Answers)
  • 16. Contact Info • Contact Us to Learn More – http://www.prospectstream.com – info@prospectstream.com – @prospectstream – +1 (513) 898-0505 – +1 (877) 258-8989 Toll Free

Editor's Notes