Hi {!first_name},

Jonathan from InsightSquared here.

We are Partners with Salesforce, and they invested in us to help bring better visibility into the data your Sales team put into the CRM.

{!company} looks like a lot of the companies we help, especially if you are using Salesforce:

- Identify bottle necks in their funnel
- Where they are losing opportunites at specific stages and why
- Help sales reps identify what a buyer vs. a non buyer looks like so that they don't waste time on "time wasters".

Would you be open to a high level call where I can show you what I mean through a screen share with some of the screens below:

(1) MARKETING - Are we adding enough leads to the "top of the funnel"?



(2) ACTIVITIES - How effective are we at following up with these leads?



(3) PIPELINE CREATION - Are our activities and lead gen efforts a leading indicator of pipeline creation?



(4) PIPELINE CHANGE - How did our pipeline change?



(5) SALES FUNNEL - What are our conversion rates?



(6) SALES CYCLE - How long is it taking each employee to close?



(7) WON/LOST - Compare won and lost opportunities

John Doe
Account Executive
www.insightsquared.com
Office: 123-123-1234