Salesforce: Leads vs Sales Control

Generated from prompt:

Create a tightened, executive-ready PowerPoint (7–8 slides max) for Knighthead Annuity that clearly differentiates Lead Management vs Sales Management in Salesforce, with strong visual guidance. This is post-evaluation; we are already hired. Audience: senior leadership and sales management. Requirements: - Reduce text, sharpen executive messaging - Each slide should suggest Salesforce-style visuals (dashboard screenshots, charts, lifecycle diagrams) - Emphasize management dashboards and control Slide structure: 1) Title & Context – Salesforce Value for Knighthead Annuity (Post-Evaluation) 2) Why Leads ≠ Sales – Visual funnel split (Leads vs Contacts/Opportunities) 3) Lead Management – What It Solves (speed, qualification, consistency) Visuals: Lead lifecycle diagram, lead status bar 4) Lead Management Dashboards – Management View Visuals: Lead volume by source, conversion rate chart, aging leads, disqualification reasons 5) Sales Management – Revenue Execution Visuals: Contact & opportunity flow, activity timeline 6) Sales & Executive Dashboards Visuals: Pipeline stages, forecast gauge, advisor activity leaderboard, inactive contacts 7) Executive Impact & ROI Visuals: KPI tiles, trend arrows, scalability icons 8) Closing Summary – Why Salesforce Is a Management Platform Tone: concise, polished, insurance/financial services executive style. Use bold headers, minimal bullets, and clear visual placeholders.

Executive PPT (8 slides) differentiates Lead vs Sales Management in Salesforce for Knighthead Annuity. Features visuals like funnels, dashboards, KPIs; emphasizes speed, visibility, ROI for senior lea

January 25, 20268 slides

Slide 1 of 8

Slide 1 - Salesforce Value for Knighthead Annuity

This title slide presents "Salesforce Value for Knighthead Annuity (Post-Evaluation)". Its subtitle highlights "Empowering Leadership with Lead & Sales Dashboards".

Salesforce Value

for Knighthead Annuity (Post-Evaluation)

Empowering Leadership with Lead & Sales Dashboards

Source: Post-Evaluation Implementation

Speaker Notes

Introduce post-evaluation value: Empower leadership with Lead & Sales Management dashboards for differentiation, control, and ROI.

Slide 1 - Salesforce Value for Knighthead Annuity

Slide 2 of 8

Slide 2 - Why Leads ≠ Sales

This section header slide, titled "Why Leads ≠ Sales" (section 02), explains the key distinction between leads and actual sales. It features a subtitle highlighting a "Visual Funnel Split: Leads vs Contacts/Opportunities Dashboard" to illustrate the difference.

Why Leads ≠ Sales

Visual Funnel Split: Leads vs Contacts/Opportunities Dashboard

Source: Knighthead Annuity Salesforce Optimization

Speaker Notes

Highlight the critical distinction: Leads are raw prospects; Sales are qualified revenue opportunities. Use visual funnel split showing divergence from Leads to Contacts/Opportunities, styled as Salesforce dashboard.

Slide 3 of 8

Slide 3 - Lead Management – What It Solves

The slide outlines a Lead Management workflow in four phases: Capture (Marketing, 1-2 days: auto-capture from sources into Salesforce), Qualify (Sales Ops, 1 day: score and flag leads), Nurture/Route (Sales Rep, 3-5 days: route and track engagement), and Convert/Close (Sales Rep, ongoing: move to opportunities with alerts). It highlights how this process solves lead handling inefficiencies by defining owners, durations, and key actions for efficient progression from capture to closure.

Lead Management – What It Solves

Source: Speed, qualification, consistency

Speaker Notes

Lead Management in Salesforce addresses core pain points: accelerating lead flow, ensuring consistent qualification, and driving speed to opportunity. Visuals include a lead lifecycle diagram (circular process) and lead status bar chart showing volume by status (New, Qualified, Disqualified, Converted). Emphasizes executive control via dashboards.

Slide 3 - Lead Management – What It Solves

Slide 4 of 8

Slide 4 - Lead Management Dashboards – Management View

The Lead Management Dashboards – Management View slide displays key stats: 1,247 leads with top sources from Web (42%) and Referral (31%). It also shows a 28% conversion rate from qualified to opportunity, 17% of leads aging over 30 days needing attention, and 22% disqualified primarily due to no funding.

Lead Management Dashboards – Management View

1,247: Leads by Source

Top sources: Web 42%, Referral 31%

28%: Conversion Rate

Qualified to Opportunity

17%: Aging >30 Days

Leads needing attention

22%: Disqualified Leads

Top reason: No funding Source: Knighthead Annuity Salesforce Implementation

Slide 4 - Lead Management Dashboards – Management View

Slide 5 of 8

Slide 5 - Sales Management – Revenue Execution

The "Sales Management – Revenue Execution" workflow outlines four key phases: Contact Creation (1-2 days, owned by Marketing/Sales Rep), Opportunity Development (1-2 weeks, by Sales Rep), Pipeline Review (weekly, by Sales Manager), and Close & Activity Timeline (2-4 weeks, by Sales Rep/Manager). Each phase includes specific key activities like logging contacts, qualifying needs, forecasting revenue, and negotiating terms to drive sales progression.

Sales Management – Revenue Execution

Source: Contact & opportunity flow, activity timeline. Emphasize pipeline control.

Speaker Notes

Highlight how Sales Management drives revenue execution through structured contact/opportunity workflows and activity timelines. Stress executive control via real-time visibility into pipeline progression. Suggest visuals: flowchart with Salesforce opportunity stages, Gantt-style activity timeline.

Slide 5 - Sales Management – Revenue Execution

Slide 6 of 8

Slide 6 - Sales & Executive Dashboards

The Sales & Executive Dashboards slide highlights key stats: 85% Pipeline Visibility with real-time stage progression and 92% Forecast Accuracy using gauge-driven predictions. It also features $15M in Top Advisor Wins via leaderboard performance and 47% Inactive Contacts with targeted reactivation alerts.

Sales & Executive Dashboards

85%: Pipeline Visibility

Real-time stage progression

92%: Forecast Accuracy

Gauge-driven predictions

$15M: Top Advisor Wins

Leaderboard performance

47%: Inactive Contacts

Targeted reactivation alerts Source: Knighthead Annuity Salesforce Implementation

Slide 7 of 8

Slide 7 - Executive Impact & ROI

The "Executive Impact & ROI" slide showcases key benefits like 30% faster conversion via lead dashboards, 25% time savings from automated workflows, and ROI achieved in 6 months through optimized Salesforce processes. It also highlights real-time KPI tiles, scalable growth for teams, and team accountability via leaderboards and metrics.

Executive Impact & ROI

Source: Knighthead Annuity Salesforce Optimization

Speaker Notes

Highlight quantified ROI: 30% faster lead conversion, 25% management time savings, scalable to growth. Tie to dashboards for real-time executive control.

Slide 8 of 8

Slide 8 - Why Salesforce Is a Management Platform

Salesforce serves as a management platform through unified dashboards that provide control, visibility, and growth. The slide closes by empowering management at every stage and recommends launching an implementation kickoff as the next step.

Why Salesforce Is a Management Platform

<h2>Unified Dashboards: Control, Visibility, Growth</h2><p><strong>Closing:</strong> Empower Management at Every Stage</p><p><strong>Next Steps:</strong> Launch Implementation Kickoff</p>

Visual: KPI trend arrows, dashboard montage, scalability roadmap

Source: Knighthead Annuity Presentation

Speaker Notes

Unified control via dashboards drives visibility and growth. Propose next: Implementation kickoff with leadership.

Slide 8 - Why Salesforce Is a Management Platform

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