Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
Shark Finesse: Shark for CRM Integration
Value management pioneers
Overview
Shark is an enterprise-grade cloud application that helps your business to standardize, simplify, and scale value engagements right across the customer journey.
Scalable: - Shark is a single platform to support the entire customer value journey - Seamlessly centralize all your business cases into Salesforce - Value intelligence reporting across all opportunity stakeholders
Broad Capability: - Shark is web-based and can be used on many devices (mobile, tablet, laptop etc.) - It can be used on or offline - All ROI measures are automatically calculated (NPV, IRR, Payback and ROI%) - Real-time collaboration
Flexible: - Ready to use, off-the-shelf version containing over 200 benefits calculators across multiple industries as well as language options - Shark value calculators can also be customized
Shark facilitates an intuitive, repeatable and efficient way to fundamentally transform engagements with your customers by creating customer-specific, interactive business cases that are fully differentiated from the competition. Whilst allowing the consistent capture of key data about your customer’s business situation it also auto generates value outputs in Word, PowerPoint, Excel and interactive forms to drive further value discussions and to help you save time. Shark is used by pre-sales, sales, value teams, and customer success across large and small businesses. It’s available as an ‘off-the-shelf’ all-industry version with over 200 benefit calculators, however it can also be customised for your own products and solutions. We work with companies from all over the world, covering many different industries and their wide-ranging solutions. A few of these customers include Microsoft, Siemens, Sitecore and Ellucian.
Categories
- Business Needs
- Sales Intelligence
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.
- No LimitsLightning ReadyManaged Package