Sell together, win together how canada life deliver sales excellence with salesforce

Sell Together, Win Together How Canada Life deliver Sales Excellence with Salesforce David Greenall E-Business Manager Canada Life Ben Taylor E-Business Development Consultant Canada L

Sell Together, Win Together

How Canada Life deliver Sales Excellence with Salesforce

David Greenall E-Business Manager Canada Life

Ben Taylor E-Business Development Consultant Canada Life

Hosts:- Scott Ivell, Product Marketing Director, Salesforce

John McNamara, Principal Solution Engineer, Salesforce

This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions If any such uncertainties

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or implied by the looking statements we make All statements other than statements of historical fact could be deemed looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new,

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functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any

litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our

relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers Further information on potential factors that could affect the financial results of salesforce.com, inc is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter

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4 Q&A & Wrap up (5m)

Agenda for Today

New Research: Sales Best Practices from High Performers

​ 

Global Survey

​ 

2,300+ Sales Leaders

Top 15%: High Performers

Keep up with changing customer expectations

Sales capabilities outstanding / very good

Growing sales teams over 12-18 months

NEW

4 Best Practices That Drive Sales Performance

High Performers Sell More with Mobile

Teams That Sell Together, Win Together

Teams That Sell Together, Win Together

Teams That Sell Together, Win Together

High Performers collaborate across company to connect with customers

Underperformers High Performers

Partner/customer or

prospect collaboration

Omnichannel sales

interactions

Analytics and insights

Single view of the

10% 20% 30% 40% 50% 60% 70% 80%

Important Information.

This presentation is for consideration by professional advisers only and is not intended for communication to the general public It is based on Canada Life’s understanding of applicable legislation as at July 2015 which may be altered and depends on the individual financial and other circumstances of the

investor It is not intended to be tax or investment advice

Past performance is not a guide for the future The value of units can fall as well as rise Currency fluctuations can also affect performance

Canada Life Limited, registered in England no 973271 Registered office: Canada Life Place, Potters Bar, Hertfordshire EN6 5BA Telephone: 08457 226 232 Fax: 01707 646088 www.canadalife.co.uk Member of the Association of British Insurers

Canada Life International Limited, registered in the Isle of Man no 33178 Registered office: Canada Life House,

Isle of Man Business Park, Douglas, Isle of Man IM2 2QJ Telephone: +44 (0) 1624 820200 Fax: +44 (0) 1624 820201 www.canadalifeint.com

Member of the Association of International Life Offices

CLI Institutional Limited, registered in the Isle of Man no 108017C Registered office: Canada Life House,

Isle of Man Business Park, Douglas, Isle of Man IM2 2QJ Telephone: +44 (0) 1624 820200 Fax: +44 (0) 1624 820201

Member of the Association of International Life Offices

Canada Life Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority Canada Life International Limited and CLI Institutional Limited are Isle of Man registered companies authorised and regulated by the Isle of Man Insurance and Pensions Authority Canada Life International Assurance Limited and Canada Life International Assurance (Ireland) DAC are authorised and regulated by the Central Bank of Ireland

Our Salesforce Journey

Engage Peers, Advocates & Partners Leverage Your Salesforce Team

Give to Get: Share Success

Connect Dispersed Teams

Drive Performance Visibility

Our Solution:

Our Approach

Simple”

Embed Existing Process

Use Best Practice Get Your Data Model Right Drive Adoption

Metrics Drive Accountability

Our Advisers have the Right Content at the Right Time

We Collaborate to Convert More Opportunities

Update and share opportunity details as a team Guide reps according to sales stage

Design custom opportunity management processes

Complete pipeline visibility

Sales Love It!

“Sales Cloud is being used for PRE- meeting preparation

It allows an account manager to quickly retrieve information concerning the last meeting, quotes and business and

Next Steps:

•  Grow Collaboration Throughout Distribution

•  Expand Reporting

•  Reinforce Salesforce as the Single Version Of The Truth

•  Build Integration to the Back Office

John McNamara, Principal Solutions Engineer, Salesforce

To ask a question, please use the question box on the Go To Webinar tool…

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Find Out More?

•   Existing Salesforce customer? please follow up with your AE

•   Visit www.salesforce.com/uk/sales-cloud

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