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1、Navagate,Inc.,Why We are Unique,Aggregation of dataManagement of contacts,leads,activities,calendar,sales forecastsAnalysis performance,Traditional Customer Relationship Management(CRM)and Sales Force Automation(SFA),Navagate Differentiation:Intelligence,Process Automation,Productivity Drivers,Fully
2、 integrate ALL relevant dataGenerate automated work flow to create conclusions,suggestions and recommendations Specifically focused on Financial Services distributionDifferentiated user experience based upon skill/experience/role,Market Drivers,15+%per year turnover high recruitment expenses HUGE lo
3、st opportunity costManagement overhead is time consuming and expensive.,*Inconsistent sales approach*Too much time wasted in office,not enough time with customers,Sales force productivity is the largest single constraint to increasing market share and top line growth.,The effectiveness of each advis
4、or is crucial to profitability and attrition reduction,Poor sales performance*Not making money!,Create an Expert Organization,Formalize&automateData aggregation&better client knowledgeIntegrate,Automate sales process workflowsResult:Generate 25%to 40%more selling time.,Consistent approaches,conclusi
5、ons and actions.,Market Solution,Summary,Cutting-edge Sales Automation Solutions in an growing industry despite of a difficult economyThe benefits of the customerscost reduction as well as revenue expansionAdditional capital raised to expand its sales and marketing effort to establish a material industry presence and advance its revenue growth,
