One Sentence Summary: This Company has developed an impressive service to be used in conjunction with www.SalesForce.com to enable sales forces to dramatically increase productivity by as much as 900%.
Company Overview: Company’s on-demand solution automates the production, fulfillment and tracking of one-to-one sales messages dramatically increasing the productivity of a company’s sales force by as much as 900%. Forrester, Gartner and IDC forecast a 25-30% compound annual growth rate (CAGR) worldwide for hosted customer relationship management (CRM) subscription revenues through 2011.
Company is looking to secure $400,000 total to reach profitability. After performing extensive due diligence, a prominent northwest institutional investment firm has invested $200,000. There is currently funding room of $200,000 for interested investor(s) (subject to change). Company is currently valued at $3.5 million, and, with current projections, could reach valuations of $20 million within 5 years with revenue of $300 million.
Firm Name: Undisclosed
Historical Annualized Growth Rate: >25%
Target Return: >100% ROI
Introduction: Puget Sound Wealth Builders introduction.
Business Model: Company increases the productivity of North American www.SalesForce.com users. There are two primary revenue sources: recurring subscription fees for solution access and transaction fees for on-demand usage. The flagship service automates the generation, delivery, and tracking of personalized sales communications. Company’s Service reduces the amount of time spent on these tasks by up to 90% and allows Salesforce users to focus their time on direct revenue generating activities.
Company’s solution returns the equivalent of 3.4 sales FTE (full time equivalents) and pays for itself in less than two months in a company with 50 sales representatives. At current sales productivity levels, this recovered sales time could be used to add over $4 million a year in revenue. The ease with which Company’s Service benefits are identified and communicated, as well as its seamless integration with Salesforce, enables Company to sell this solution using a cost-effective, short duration direct sales process.
Length of Investment Opportunity: $200,000 remaining of the original $400,000 funding sought. Company is projected to reach positive cash flow within nine months.
Details:
Value Proposition – Company’s Service increases both sales effectiveness and efficiency. It insures consistent brand messaging, version control and provides customers with timely data to measure both program effectiveness and ROI.
Immediate Benefits – Company’s Service gets through to decision makers when email does not, reps work larger funnels more effectively, more prospects are contacted with approved messaging and fewer resources are needed to generate more revenue.
Platform – Company’s Service is delivered “in the Cloud” using a Software-as-a-Service (SaaS) architecture that is seamlessly integrated with Salesforce. This tight integration is accomplished through the AppExchange™ framework, which enables rapid, low-cost implementation of our solution and immediate benefit realization. Company’s Service users harness the power of cloud computing to deliver powerful sales messages in the “real world.”
Company – Company is a C Corporation, formed in late 2005 to develop and commercialize Company’s Service, which was defined by customer expressed needs.
Intellectual Property – One pending patent application and two trademarks.
Technology – Company’s Service is commercially deployed using SaaS architecture that seamlessly integrates with Salesforce. Current development efforts are focused on user driven feature enrichment and further exploitation of the salesforce.com platform. Company leverages best of class workflow and print production systems to support its backend infrastructure, which uses a Service Oriented Architecture (SOA) and offers a robust, enterprise class integration framework for partner connectivity.
Competitive Edge: The combination of a superior executive team, superbly integrated customer relationship management software with www.SalesForce.com, institutional backing and a short window to reach positive cash flow facilitates a high probability of success for Company.
Current Clients:
Sirva Bank of
Exact Target Rex&Co
Pemco Insurance Net Generation
Expedia the TAS GROUP
ING DIRECT share builder 401k
As noted, this is an investment limited by time frame. An institutional firm has already performed their due diligence and secured an interest. Please contact for more information or to schedule a meeting with Company.
Contact Information:
Puget Sound Wealth Builders
PugetSound@GoWealthBuilders.com
425.890.8970
