Features of the Platform
Visualize ROI makes it easy for sales executives and marketing professionals to communicate value propositions to prospects and customers. We developed Visualize ROI after experiencing firsthand the frustration of trying to explain to customers how much incremental profit they would generate by using our solutions.
Beautiful, Personalized Reports
With a single click, users can create a summary report that shows the Key Metrics the customer cares about, including charts and graphs for the most important metrics. All of the assumptions are displayed in the report, providing extra transparency. Your company and salesperson contact information is included by default.
Intuitive Client Collaboration
There is no "one-size-fits-all" approach to determining ROI. We provide a very simple way to share links with clients that allow them to do their own analysis. This enhances your credibility and empowers your client.
Easy Data Capture
To ensure reps ask the right questions and collect data consistently and painlessly, we provide a First Call Sheet, which is a web form with several numeric or text fields. The data from the First Call Sheet populates the Value Snapshot, and is fed into CRM and marketing automation systems.
Templates By Vertical Industry
Once you have created your ROI model, you may want to customize it or pre-populate it with data that pertain to certain customer types or vertical industries.
CRM and Marketing Automation System Integration
Out-of-the-box CRM integration is included, yet still optional for users who prefer to use the application in a standalone environment. With a single click, your sales reps can "push" and "pull" data from the CRM into the Value Snapshot or Business Value Summary. Existing landing pages can utilize our APIs.
All of the usage data is stored in a secure database. This allows management to understand data patterns across customers and sales reps. The insights offered from this data will inform pricing, sales processes, product management, and marketing resource allocation decisions.
For the first time, you can publish your existing spreadsheet-based ROI models to the Web! With a simple wizard, you can transform basic to complex ROI models into web-based versions that dazzle prospects and integrate with your CRM and marketing automation systems.
One-Click Value Snapshot
Visualize ROI provides the industry’s first one-click Value Snapshot which displays visually the "buckets" of value offered by your solutions. The web-based Value Snapshot can be utilized as a script by an inside sales rep, or it can be shared with the prospect.
On the go? Use Visualize ROI on the iPad to engage and collaborate with your clients on the road. We do everything we can to ensure you will have a great experience with your desktop or mobile device.