This title slide outlines the benefits of Salesforce for Knighthead Annuity following an evaluation. Its subtitle emphasizes empowering data-driven excellence in annuity sales.

Salesforce Benefits

for Knighthead Annuity (Post-Evaluation)

Empowering Data-Driven Annuity Sales Excellence

Source: Refined executive presentation differentiating Lead vs. Sales Management for data-driven annuity sales excellence.

This section header slide, titled "Salesforce Benefits for Knighthead Annuity (Post-Evaluation)", focuses on section 02: "Why Separation Matters – Leads vs Sales". It emphasizes clarifying ownership, metrics, and accountability between leads and sales to prevent overlap and boost efficiency.

Salesforce Benefits for Knighthead Annuity (Post-Evaluation)

02

Why Separation Matters – Leads vs Sales

Clarify ownership, metrics & accountability to prevent overlap and boost efficiency

Lead Management aims to qualify prospects efficiently, prioritizing high-potential leads through the lifecycle of capture, nurture, qualify, and convert, owned by Marketing and Business Development teams. It emphasizes key metrics like speed-to-contact and qualification rate, with a focus on pre-sales refinement for sales success.

Lead Management Overview

• Purpose: Qualify prospects efficiently to prioritize high-potential leads
• Lifecycle: Capture → Nurture → Qualify → Convert
• Ownership: Marketing / Business Development teams
• Key Metrics: Speed-to-contact, qualification rate
• Focus: Pre-sales refinement for sales success

Source: Salesforce Lead Management for Knighthead Annuity

Lead

Lead Management Benefits highlight key stats: 50% reduction in manual work through automation, under 24-hour speed-to-contact SLA, 100% activity tracking visibility, and a 25% uplift in conversion rates. These metrics demonstrate improved efficiency and oversight in lead processes, boosting lead-to-opportunity performance.

Lead Management Benefits

• 50%: Manual Work Reduction

Via automation of lead processes

• 24 hrs: Speed-to-Contact SLA

Achieve under 24-hour response

• 100%: Activity Tracking Visibility

Full engagement oversight

• 25%: Conversion Rate Uplift

Improved lead-to-opportunity metrics Source: Knighthead Annuity Salesforce Optimization

The Lead Management Dashboards slide features a grid of key analytics tools, including Lead Volume by Source to optimize marketing ROI, Conversion Rates for performance insights, and Disqualification Reasons to refine criteria. It also covers Aging Leads for timely follow-ups and Activity Quality Score to prioritize high-potential pursuits.

Lead Management Dashboards

Source: Salesforce for Knighthead Annuity

The Sales Management Overview slide emphasizes a focus on Contacts, Opportunities, and the Annuity Sales Process, with key stages from Discovery to Service, owned by Sales Advisors and Management. It highlights a pipeline of high-value annuity deals, delivering benefits like improved pipeline execution and forecasting control.

Sales Management Overview

• Focus: Contacts, Opportunities, Annuity Sales Process
• Stages: Discovery → Proposal → Close → Service
• Ownership: Sales Advisors & Management
• Pipeline: High-Value Annuity Deals
• Key Benefits: Pipeline Execution & Forecasting Control

Source: Salesforce for Knighthead Annuity

The slide highlights how automated reminders ensure consistent follow-ups, reducing missed opportunities and maintaining pipeline momentum without manual tracking. It also emphasizes complete contact history for personalized interactions and stage-gate progression to enforce sales process discipline, accelerating deals to close.

Sales Team Benefits

| Follow-up Consistency [Clock Icon] | Relationship Management & Pipeline Execution [Handshake | Funnel Icons] |

The Sales & Management Dashboards slide highlights key stats: 98% Pipeline Visibility with real-time health monitoring, 45% Activity Increase from advisor tracking boost, 72% Inactive Alerts reducing contact loss, and a $15M Revenue Forecast via accurate pipeline projection. These metrics demonstrate improved visibility, efficiency, and revenue projection in sales operations.

Sales & Management Dashboards

• 98%: Pipeline Visibility

Real-time health monitoring

• 45%: Activity Increase

Advisor tracking boost

• 72%: Inactive Alerts

Reduced contact loss

• $15M: Revenue Forecast

Accurate pipeline projection Source: Knighthead Annuity Salesforce Optimization

The "Executive Value" slide highlights how the solution enables data-driven decisions through real-time insights on leads and sales, along with ROI tracking via lead-to-sale attribution and performance metrics. It also emphasizes budgeting with optimized resource allocation, cost efficiency, and scalability to grow revenue without proportional headcount increases.

Executive Value

• Data-Driven Decisions: Real-time insights across leads and sales
• ROI Tracking: Lead-to-sale attribution and performance metrics
• Budgeting: Optimized resource allocation and cost efficiency
• Scalability: Grow revenue without proportional headcount increases

Source: Knighthead Annuity Salesforce Optimization

The slide summarizes Knighthead Annuity's strategic wins, including aligned teams for accelerated growth, superior dashboards for better control, and maximized ROI on annuity sales. It declares victory achieved and urges unlocking Salesforce value today.

Closing Summary

**Strategic Impact for Knighthead Annuity:

• Aligned teams, accelerated growth
• Superior dashboards for control
• Maximized annuity sales ROI

Victory Achieved. Unlock Salesforce value today!**

Source: Knighthead Annuity Salesforce Optimization