Engineering a Sales Rep Workflow Across Multiple Platforms with ValueViewpoint.ai
Sales reps rely on multiple platforms to manage leads, track sales activities, and close deals efficiently. ValueViewpoint.ai (VVP) enhances this workflow by automating business case creation, integrating seamlessly with HubSpot, Salesforce, and other sales tools, and optimizing the value-based selling process.
🔗 Sales Rep Workflow & Tool Integration
1️⃣ Lead Generation & Prospecting (HubSpot, LinkedIn Sales Navigator, Outreach.io)
📌 Workflow:
SDRs/BDRs identify potential leads via LinkedIn Sales Navigator, inbound marketing (HubSpot), or outbound email sequences (Outreach.io, Apollo.io).
HubSpot captures leads and scores them based on engagement (Marketing Qualified Leads - MQLs).
📌 How VVP Helps:
✅ Auto-generate personalized 1-page Executive ROI Summaries for outbound emails, increasing response rates by 400%.
✅ Sync VVP-generated business cases with HubSpot or Salesforce, ensuring prospects receive value-driven messaging early.
2️⃣ Lead Qualification & Initial Engagement (HubSpot, Salesforce, VVP)
📌 Workflow:
If a lead engages (HQSL - Highly Qualified Sales Lead), it moves to CRM (HubSpot/Salesforce).
SDR schedules a discovery call.
📌 How VVP Helps:
✅ AI-generated outside-in business cases are shared with prospects during discovery.
✅ Seamless integration with HubSpot & Salesforce to track engagement with business cases inside CRM records.
3️⃣ Business Case Justification & Collaborative Value Assessment (VVP, Salesforce, HubSpot, Gong.io)
📌 Workflow:
AE deepens engagement by conducting a Collaborative Value Assessment (CVA) using VVP.
Stakeholders validate ROI assumptions and refine financial justification.
Sales calls are recorded and analyzed using Gong.io or Chorus.ai.
📌 How VVP Helps:
✅ Auto-generate detailed value assessments with customizable scenarios.
✅ Share live business case links inside CRM (HubSpot/Salesforce) for customer review.
✅ Capture customer feedback and refine business cases dynamically.
4️⃣ Proposal & Deal Closure (Salesforce CPQ, PandaDoc, DocuSign, VVP)
📌 Workflow:
AE builds a pricing proposal inside Salesforce CPQ or PandaDoc.
The proposal is validated with the business case, and final approvals are gathered.
📌 How VVP Helps:
✅ Generate executive-ready reports for procurement and budget holders.
✅ Sync with CPQ platforms to ensure financial justification is aligned with deal structure.
✅ Increase deal velocity by preemptively addressing financial concerns.
5️⃣ Post-Sale Value Realization & Expansion (VVP, Gainsight, ChurnZero, HubSpot/Salesforce)
📌 Workflow:
After closing, Customer Success (CS) teams track value realization using Gainsight, ChurnZero, or HubSpot CS Hub.
Regular ROI check-ins ensure the customer achieves expected benefits.
📌 How VVP Helps:
✅ Automates post-sale ROI tracking inside HubSpot or Salesforce.
✅ Provides Customer Success with Value Realization Dashboards to track ongoing impact.
✅ Enables expansion discussions by showcasing actual vs. projected ROI.
🚀 How VVP Enhances Sales Workflow Across Platforms
✅ HubSpot & Salesforce – Sync business case generation & customer engagement tracking inside CRM.
✅ LinkedIn Sales Navigator & Outreach.io – Attach personalized ROI reports to outbound emails for better engagement.
✅ Gong.io & Chorus.ai – Use call analytics to refine Collaborative Value Assessments (CVA).
✅ Salesforce CPQ & PandaDoc – Align pricing proposals with business case justification.
✅ Gainsight & ChurnZero – Track post-sale value realization and support customer expansion.
🚀 The Outcome: A Unified, Value-Driven Sales Process
By integrating VVP into existing sales workflows, companies can:
✔ Automate business case creation for faster deal cycles.
✔ Enhance outbound engagement with data-driven messaging.
✔ Seamlessly track customer collaboration in CRM.
✔ Increase win rates by aligning ROI with deal approvals.
✔ Ensure long-term customer retention by proving value realization.