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InvisibleCRM’ product line for Salesforce.com
Reselling Partner Program



Joanne Hernon
Senior Enterprise Sales




                                          www.invisibleCRM.com
Who is InvisibleCRM?


• 2005 Product launch
• HQ in San Francisco
• Development in Europe
• 50+ Employees
• Salesforce.com Partner
  since 2006
• One of the first
  AppExchange partner
                    “Our key design principle, don’t change the people….
                    change the software.” V. Voskresensky, CEO



                                                         www.invisibleCRM.com
Why InvisibleCRM

  Analysts and Industry Expert’s Praise                    Awards and Certificates
InvisibleCRM named Cool vendor by Gartner.
“…innovative, impactful and intriguing…”
Gartner

"With applications built on Microsoft Office like
InvisibleCRM, it is easier for employees to connect to
information and business processes.
Gates showcased InvisibleCRM in his keynote OBA address.
Bill Gates, Chairman, Microsoft


InvisibleCRM offers unique ROI in 5 hours
Nucleus Research


InvisibleCRM leverages the two most important factors
driving forward today’s CRM market –
Office Automation and OnDemand CRM
IDC



                                                               www.invisibleCRM.com
The Cloud for CRM



• Organizations makes significant
  investments to use Salesforce.com to track
  sales and customer service interactions
• Sales people use Outlook to track
  appointments, tasks and customer
  interactions
• Organizations all have the pieces of the
  puzzle but just don’t have a way to put
  them together
• Is it really possible to use the cloud
  effectively when users still live on their
  desktop?




                                                       www.invisibleCRM.com
User Adoption Rates




                      www.invisibleCRM.com
Day in the Life of a Sales Rep


  6:00 AM             7:00 AM             9:00 AM         11:00 AM         1:00 PM




2:00 PM     3:00 PM             5:00 PM             7:00 PM          10:00 PM




                                                                     www.invisibleCRM.com
How Sales Reps Use CRM


• Most sales reps use Outlook as a personal productivity
  tool helping reps manage their day
• Sales reps enter data to the CRM on a “need to know”
  basis according to management requirements
    • Many times it’s a double-entry effort
    • Often only update pipeline the day before a pipeline
      meeting
• CRM User adoption fails simply because sales reps don’t
  use CRM as a tool to drive productivity




                                                  www.invisibleCRM.com
What the Management Needs



• Executives are looking for
  accurate pipeline and
  forecasting to make key
  business decision.

• Managers are looking for
  accurate metrics to
  measure performance and
  provide coaching to Sales
  Reps




                                                www.invisibleCRM.com
SalesDesktop Resolves User Adoption


• By using native Outlook forms
  and functionality melding it
  with CRM, SalesDesktop
  successfully resolves

   • User adoption issues
   • The need for extensive user
     training
   • Visibility into pipeline and
     forecasting
   • Data integrity and accuracy




                                          www.invisibleCRM.com
Features of SalesDesktop

• Shares native data between the mail application and the CRM application
    • No duplicate entry of calendar, task and contact data

• Allows creation of relationships between various records, including those
  not native in Outlook / Lotus Notes, for example
    • Link a contact to an account
    • Attach an email to an opportunity

• Exposes non-native, CRM data (e.g., Accounts, Opportunities) within the
  desktop
    • Allow user to do basic tasks, including data maintenance, within the mail
      application
    • CRM validation rules are applied at time of data entry, minimizing
      synchronization issues
    • Subset of visible data is maintained locally



                                                                     www.invisibleCRM.com
Melding of CRM and Outlook




                     www.invisibleCRM.com
Sharing Email with CRM




                     www.invisibleCRM.com
Manage Accounts Directly in Outlook




                           www.invisibleCRM.com
Manage Opportunities Directly in
          Outlook




                          www.invisibleCRM.com
Product Demonstration




                        www.invisibleCRM.com
iCRM Partner Program Benefits

• Commissions paid out quarterly on product sales
• Ability to sub-contract to our Professional Services team and mark up our
  fees to your customer
• Get a significant competitive edge on the CRM market
• Help your customers bridge the gap between hosted CRM and natural
  environment where salespeople work in everyday life
• Meet the most urgent demands for user adoption and usability
• Benefit from a permanent and continuous marketing effort and existing
  “buzz” and direct sales team that will work toward bringing you leads
• Use our Sales Team! We will help you to close on any deals you feel our
  own sales team can bring value, no charge, no commissions, all we want is
  YOU to succeed with our offering!




                                                                  www.invisibleCRM.com
Silver Partner


•   20% Commissions on product
•   20% off our hourly rate for implementation services.
•   We will Install FREE your first 50 seats (must be a minimum of 50 licenses
    for 1 account), and then it is up to you to Invoice your customer!
•   Marketing Kit
     •   Product documentation
     •   Product demos
     •   Trial versions
     •   Flash presentation
     •   Other types of marketing collaterals can be obtained upon request
•   Continual, centralized advertising and marketing support performed by
    iCRM results in additional leads for you


•   Sales of over 500 licenses annually qualify for this level of partnership


                                                                         www.invisibleCRM.com
Gold Partner



This level enhances the Silver Partnership with the following additional
features:

• 25% Commissions on product
• 25% off our hourly rate for implementation services.
• We provide Account Management to guide and assist through the sales
  process and help with strategic accounts
• We provide enhanced training courses partner sales, tech and operations
  teams

• Sales of over 1,000 licenses annually qualify for this level of partnership




                                                                     www.invisibleCRM.com
Platinum Partner


This level enhances the Silver Partnership with the following additional
features:

• 30% Commissions on product
• 30% off our hourly rate for implementation services.
• We provide enhanced sales enablement through co-marketing and sales
  promotions activities such as
    • Lead generation (advertising, direct mail, etc.)
    • Events (seminars, trade shows, etc.)
    • Marketing collateral (brochures, user guides, etc.)


• Sales of over 2,000 licenses annually qualify for this level of
  partnership



                                                                   www.invisibleCRM.com
Partner Program Matrix


Features                                               Silver        Gold         Platinum

Commissions                                              20%          25%             30%

Install FREE your first 50 seats (50 seat minimum)

Marketing kit

Centralized advertising

Account management support

Enhanced training

Enhanced sales enablement and co-marketing
                                                                     1,000          2,000
Qualification criteria                               500 Licenses
                                                                    Licenses       Licenses




                                                                            www.invisibleCRM.com
THANK YOU!




             www.invisibleCRM.com

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InvisibleCRM Reselling Partner Program

  • 1. InvisibleCRM’ product line for Salesforce.com Reselling Partner Program Joanne Hernon Senior Enterprise Sales www.invisibleCRM.com
  • 2. Who is InvisibleCRM? • 2005 Product launch • HQ in San Francisco • Development in Europe • 50+ Employees • Salesforce.com Partner since 2006 • One of the first AppExchange partner “Our key design principle, don’t change the people…. change the software.” V. Voskresensky, CEO www.invisibleCRM.com
  • 3. Why InvisibleCRM Analysts and Industry Expert’s Praise Awards and Certificates InvisibleCRM named Cool vendor by Gartner. “…innovative, impactful and intriguing…” Gartner "With applications built on Microsoft Office like InvisibleCRM, it is easier for employees to connect to information and business processes. Gates showcased InvisibleCRM in his keynote OBA address. Bill Gates, Chairman, Microsoft InvisibleCRM offers unique ROI in 5 hours Nucleus Research InvisibleCRM leverages the two most important factors driving forward today’s CRM market – Office Automation and OnDemand CRM IDC www.invisibleCRM.com
  • 4. The Cloud for CRM • Organizations makes significant investments to use Salesforce.com to track sales and customer service interactions • Sales people use Outlook to track appointments, tasks and customer interactions • Organizations all have the pieces of the puzzle but just don’t have a way to put them together • Is it really possible to use the cloud effectively when users still live on their desktop? www.invisibleCRM.com
  • 5. User Adoption Rates www.invisibleCRM.com
  • 6. Day in the Life of a Sales Rep 6:00 AM 7:00 AM 9:00 AM 11:00 AM 1:00 PM 2:00 PM 3:00 PM 5:00 PM 7:00 PM 10:00 PM www.invisibleCRM.com
  • 7. How Sales Reps Use CRM • Most sales reps use Outlook as a personal productivity tool helping reps manage their day • Sales reps enter data to the CRM on a “need to know” basis according to management requirements • Many times it’s a double-entry effort • Often only update pipeline the day before a pipeline meeting • CRM User adoption fails simply because sales reps don’t use CRM as a tool to drive productivity www.invisibleCRM.com
  • 8. What the Management Needs • Executives are looking for accurate pipeline and forecasting to make key business decision. • Managers are looking for accurate metrics to measure performance and provide coaching to Sales Reps www.invisibleCRM.com
  • 9. SalesDesktop Resolves User Adoption • By using native Outlook forms and functionality melding it with CRM, SalesDesktop successfully resolves • User adoption issues • The need for extensive user training • Visibility into pipeline and forecasting • Data integrity and accuracy www.invisibleCRM.com
  • 10. Features of SalesDesktop • Shares native data between the mail application and the CRM application • No duplicate entry of calendar, task and contact data • Allows creation of relationships between various records, including those not native in Outlook / Lotus Notes, for example • Link a contact to an account • Attach an email to an opportunity • Exposes non-native, CRM data (e.g., Accounts, Opportunities) within the desktop • Allow user to do basic tasks, including data maintenance, within the mail application • CRM validation rules are applied at time of data entry, minimizing synchronization issues • Subset of visible data is maintained locally www.invisibleCRM.com
  • 11. Melding of CRM and Outlook www.invisibleCRM.com
  • 12. Sharing Email with CRM www.invisibleCRM.com
  • 13. Manage Accounts Directly in Outlook www.invisibleCRM.com
  • 14. Manage Opportunities Directly in Outlook www.invisibleCRM.com
  • 15. Product Demonstration www.invisibleCRM.com
  • 16. iCRM Partner Program Benefits • Commissions paid out quarterly on product sales • Ability to sub-contract to our Professional Services team and mark up our fees to your customer • Get a significant competitive edge on the CRM market • Help your customers bridge the gap between hosted CRM and natural environment where salespeople work in everyday life • Meet the most urgent demands for user adoption and usability • Benefit from a permanent and continuous marketing effort and existing “buzz” and direct sales team that will work toward bringing you leads • Use our Sales Team! We will help you to close on any deals you feel our own sales team can bring value, no charge, no commissions, all we want is YOU to succeed with our offering! www.invisibleCRM.com
  • 17. Silver Partner • 20% Commissions on product • 20% off our hourly rate for implementation services. • We will Install FREE your first 50 seats (must be a minimum of 50 licenses for 1 account), and then it is up to you to Invoice your customer! • Marketing Kit • Product documentation • Product demos • Trial versions • Flash presentation • Other types of marketing collaterals can be obtained upon request • Continual, centralized advertising and marketing support performed by iCRM results in additional leads for you • Sales of over 500 licenses annually qualify for this level of partnership www.invisibleCRM.com
  • 18. Gold Partner This level enhances the Silver Partnership with the following additional features: • 25% Commissions on product • 25% off our hourly rate for implementation services. • We provide Account Management to guide and assist through the sales process and help with strategic accounts • We provide enhanced training courses partner sales, tech and operations teams • Sales of over 1,000 licenses annually qualify for this level of partnership www.invisibleCRM.com
  • 19. Platinum Partner This level enhances the Silver Partnership with the following additional features: • 30% Commissions on product • 30% off our hourly rate for implementation services. • We provide enhanced sales enablement through co-marketing and sales promotions activities such as • Lead generation (advertising, direct mail, etc.) • Events (seminars, trade shows, etc.) • Marketing collateral (brochures, user guides, etc.) • Sales of over 2,000 licenses annually qualify for this level of partnership www.invisibleCRM.com
  • 20. Partner Program Matrix Features Silver Gold Platinum Commissions 20% 25% 30% Install FREE your first 50 seats (50 seat minimum) Marketing kit Centralized advertising Account management support Enhanced training Enhanced sales enablement and co-marketing 1,000 2,000 Qualification criteria 500 Licenses Licenses Licenses www.invisibleCRM.com
  • 21. THANK YOU! www.invisibleCRM.com

Editor's Notes

  • #17: At InvisibleCRM, we play an active role in ensuring the success of our partners. We provide partners with the tools to successfully integrate and launch the InvisibleCRM solutions.