LLC
Sage Software
Partner of theYear
www.blytheco.com
1.800.425.9843
SalesView Smart Agents
SalesView currently includes the
following Standard Agents and new
Agents are being added all the time.
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Acquisitions
Bankruptcy & Restructuring
Company Presentation
Compliance
Corporate Challenges
Cost Cutting
Data Security
Expanding Operations
Funding Developments
Leadership Changes
Litigation
New Offerings
Outperforming
Partnerships
Real Estate: Construction
Real Estate: Deals
Research & Development
• Underperforming
Get Fresh Insights
on Key Business Events
with Smart Agents™
When it comes to sales, timing can be everything. Success requires a specific
understanding of your market, organization, and selling strategies. That’s where
SalesView’s uniquely customizable Smart Agents make all the difference. With the
ability to quickly create and fine-tune your own Smart Agents, you can leverage Sales
Intelligence as a precision instrument tailored to your business objectives.
Get the Right Information at the Right Time
One quality that sets SalesView apart from past Sales Intelligence solutions is the
extraordinary relevance and specificity of results. SalesView doesn’t provide generic
intelligence. Leveraging its unique Smart Agent technology, SalesView finds and
alerts you on key events which direct your sales strategies.
Smart Agents enable you to specify exactly which types of compelling business
events you’re interested in. By selecting the right Agents, you ensure that SalesView
delivers only qualified and actionable information and opportunities. SalesView
provides not only a large library of Standard Agents to choose from, but also the
unique ability to quickly create your own Customized Agents. These Smart Agents
can then be easily leveraged across multiple accounts and your entire sales team. By
creating your own Agents you can automate and standardize your best practices to
achieve broad improvements in sales effectiveness and productivity.
Tips on Creating
& Using Agents
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Use the “test” function to
preview search results before
adding the Smart Agent to your
library. If the results are too
broad or narrow, refine the
search criteria and re-test.
•
Using a Smart Agent is easy. Open the SalesView dashboard and select the Agents
you’d like to apply. SalesView lets you choose from a large–and growing–number
of Standard Agents that identify compelling business events applicable to a variety
of sales strategies, such as: leadership changes, new product offerings, acquisitions,
expanding operations, and litigation (for a complete list, see sidebar). When
SalesView detects any of the selected events occurring in your target accounts, it
alerts you immediately. The results are displayed in your pipeline dashboard and
delivered in daily or weekly email alerts.
Often it’s easiest to “reverse
engineer” a Smart Agent by
finding press releases or other
news items that report the type
of event you’re interested in.
Look at keywords and phrases
used, and apply these to create a
Custom Agent.
• Use Smart Agents not only to
monitor named accounts, but
also to look for new prospects
based on selling criteria.
Create Your Own Smart Agents
Of course, no library of Standard Agents could ever anticipate all the needs of a
particular sales organization or user. For example, you may want an Agent that
tracks the activity of specific competitors by looking for any mention of these
companies in conjunction with existing or prospective customers. Or you might
want an Agent that looks for special circumstances, such as news related to SEC or
FTC legal investigations (if you sell litigation support services). Or you might want to
monitor activities pertinent to your industry sector. If you’re a systems integrator, for
instance, you might want to watch target companies for contract awards or planned
implementations of products in your market.
To address situations like these, SalesView allows you to rapidly add and customize
your own Smart Agents on the fly. No expertise is required. SalesView’s easy-to-use
interface allows you to name your Agent, choose the relevant search and trigger
criteria, and broaden or narrow the search as needed–in minutes. Once done,
you can add your Agents to your library and activate or deactivate them just like
standard Agents. No matter your industry or market segment, SalesView Smart
Agents can be tailored to fit your product and service offerings, selling strategies,
and even specific marketing campaigns.
As simple as do-it-yourself Agents are, some SalesView users may benefit from
expert assistance to further fine-tune existing Agents or create highly targeted
Agents. For such cases, SalesView offers advanced customization services.
Institutionalizing a collaborative sales process, Customized Agents give SalesView
users a level of control and accuracy no other Sales Intelligence solution provides.
While conventional tools produce too many irrelevant results and miss too many
critical events, SalesView spots the best opportunities and supplies just the
intelligence you need to act on them immediately.
Built from the ground up as a Sales 2.0 application, SalesView enables you to scale
best practices across your organization. Customized Agents capture the expertise
of your best analysts, marketing personnel and sales reps. That expertise can
then be shared across the entire team–enabling a collaborative and repeatable
workflow. The result is an unprecedented leap in sales productivity, efficiency, and
pipeline performance.
LLC
Sage Software BMD Business Partner of the Year
Regional Headquarters
Orange County, California
23161 Mill Creek Drive, Ste. 200
Laguna Hills, California 92653
Phone: (949) 583.9500
Toll Free: (800) 425.9843
Fax: (949) 583.0649
Atlanta, Georgia
1100 Johnson Ferry Road, Ste. 450
Atlanta, Georgia 30342
Phone: (404) 841.6240
Toll Free: (800) 455.1368
Fax: (404) 841.6243
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