In this post, I'll share the exact workflow I would use if mongoDB hired me as their enterprise sales leader.

We'll go through how to discover opportunities from the Fective Agent, build sales cases, and collect everything you need to reach out and close the deal.

You can either watch my 5-minute walkthrough or go through the text guide below.

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Video walkthrough:

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Step-by-step guide:

Step 1: Enterprise opportunities

I input my services as “Database modernization” in Fective AI, and then I go to the dashboard to see what opportunities have been highlighted to me, from the past three days.

There’s one, Suburban Propane Partners, indicating a need for our exact services. 

Let’s discover the opportunity:

I press Discover opportunity.

Step 2: Evaluate opportunity

This is great and shows real buying intent.

Fective AI has identified that they are working on a new initiative to modernize their digital infrastructure, and that this is a multi-year operation with high urgency. 

Step 3: Build our winning sales case

Now it’s time for the deep dive into their report, to surface the exact quotes and pressures I can use in my outreach. 

I describe the offer that I want to present for our prospect and wait a minute, while Fective AI scans through the full filing (often between 500,000 to 700,000 characters).

Fective AI, does the research in a minute. Now I can evaluate the Executive Summary provided to me.

I clearly state that there is evidence for immediate urgency for modern data solutions, which is exactly what we’re providing at mongoDB.

Let’s move on, and discover what Key Business Pressure we can use:

This is gold, because this tells me exactly what they hope to achieve with the initiative:

1. “...simplify the way we operate…”

2. “...consolidate our systems platform…”

3. “...improve the tools we use to serve our customers and employees.”

When I have my first dialogue with them, I can now clearly talk into the goals they are under pressure to achieve with the project.

Let’s have a look at the Strategic Alignment that Fective AI has highlighted for me:

This tells me about the urgency about the initiative, and why my exact offer is relevant now.

Moving on, Fective AI has provided me with a final value proposition, describing exactly why Suburban needs our service, why they need it now, and why they need it from mongoDB. 

This is everything I need to go do my outreach, book a call, and close the deal.

All that is left is to go back and find the right person to talk to:

All of this was done in five minutes using Fective AI. If you are in B2B sales, looking to close more enterprise deals, feel free to book a demo by clicking here.