How to position General Automation Platforms for each executive Role Chief Concerns Align Interests CMO • Grow pipeline cost effectively • GAPs are proven to improve revenue pipeline metrics. • Drive alignment with sales • Integrating and automating the processes running between the sales and marketing organization • Provide a world-class and consistent we’ll get both teams working on the same page and with full transparency. customer experience • Automating the messaging along each step of the customer journey will improve the customer experience. VP Sales • Hit revenue targets • GAPs, through customized lead scoring, can surface hot opportunities that have a higher likelihood • Provide an accurate forecast of closing. • Empower the sales team • By bringing together more deal signals, GAPs can improve forecast accuracy. • Sales team members often want to try new sales enablement tools. A GAP can make it easy to try new tools and integrate them into your standard sales processes CIO • Enable the business with tools and • GAPs are a great investment to enable your business counterparts because they can own and technology manage a solution that will help them run their business themselves. • Manage risk and security • GAPs, because they provide a central point to automate processes, are better at managing data • Control costs access than point-to-point native integrations that obfuscates who has access to what. • Because GAPs are typically priced on successful workflows rather than access to connectors, there is much less chance of shelfware. CFO • Empower the business to make smart • GAPs can automate in the movement of financial data to various departments which will empower financial decisions them to make smarter decisions. • Control of sensitive financial information • You can specify the amount of access that any person or process has of financial information. • Managing the business to hit financial • GAPs can provide real-time data on a wide variety of signals that are leading indicators on the targets. financial health of the business. CEO • Attract and retain talent • Talent is attracted to companies that use leading-edge technology like GAPs because they can gain • Innovate and outmaneuver the valuable skills. competition. • GAPs provide a competitive advantage regarding inventing new and more efficient processes. • Align the organization • GAPS increase the visibility of results and tasks to the benefits of automation. • Deliver return on investment to • An investment in a General Automation Platform often lifts all boats and improves the ROI of shareholders investments in teams and technology. 39

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