Shark for Marketing

Your customer’s value journey should start right at the beginning of any engagement with your company, most of the time this begins with marketing.

We have lots of different ways to help with demand generation, prospect re-engagement etc; from designing and integrating a simple, end-user value/ROI discovery tool for your website, to interactive forms created in Shark to spark a conversation with your customer or prospect.

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Start your
customer value journey


Using Shark and Business Value in the Customer Journey

Use Shark for marketing as well as value disruption.
Create a hypothetical business case setting the foundations for full business case engagement.
Full business case engagement with your customer / prospect discussing the value of your solution or service.
Use the original business case as a baseline for Customer Success – compare where we are to where we thought we’d be.
Using the customer success review stage for potential identification of new services or upselling opportunities.
Grow value data universe driving new capability.

Ask your prospect for
the right data, the right way

Use the business case questionnaire to kick start your session by asking your prospects for some key data about their business. Configure it in Shark, send the questionnaire link to your prospect, and then open the results in a Shark session. It couldn’t be simpler!


Give Shark the look with theming and branding

Use one of the built-in themes, add your logo and brand colours to the reports, stylise the presentation with your PPT template and brand the business case questionnaire.

Start your
customer value journey


What are people saying?

With Shark Finesse we not only get a great piece of software to help us build solid business cases and drive value conversations with our customers, we also get a solid team of experts that we can rely on for support and enablement.

Jannik Devantier

We have been using the Shark Finesse software for over a year, to help our business development team to develop clear and accurate financial business cases for our new clients. The software is incredibly user friendly and the Shark team could not have been any more helpful in terms of set-up and customisation. It has improved the way that we do business significantly and added a very valuable step to our sales process. It has never been easier to clearly illustrate the financial benefits of buying our software, which helps us massively as we try to grow our business. Our customers have commented on how easy the metrics are to understand, and in almost all cases, our clients will use the outputs and reports to build into their own internal financial reporting. We would have absolutely no issue recommending the Shark Finesse software to other businesses.

Nicky Boyle

ANS started using Shark as we wanted to develop a structured process for collaboratively engaging customers with value conversations and building business cases. We have already seen fantastic results with customers, indeed a number of them contacting Shark Finesse themselves as they have been so impressed. The Shark platform now forms the underlying structure for our value engineering team for all our engagements and enables us to deliver value to our customers. The team at Shark Finesse are always quick to help and nothing is too much trouble, we would not hesitate in recommending them and their software to anyone that wants to put value as the focus of their customer conversations.

Gareth Ainsworth

" required the Shark Finesse solution to deliver Business Value Assessments for our customers, to demonstrate the value and savings they could realise through the delivery of Microsoft Dynamics and’s services. The Shark Finesse team are very professional, helpful and supported the team to integrate the use of their software tool alongside our existing processes. Our customers have also commented on how easy the Shark tool and deliverables are to understand and use internally as part of a business case to demonstrate the value of migrating to Microsoft Dynamics 365."

George Morton

"Fast return on investment. Whether manufacturing, wholesale or services - our ERP system is geared to the requirements of medium-sized companies to the core. Our aim is to quickly generate added value for the business with our solution, to support business processes, identify potential for optimization and generate growth. For us, a good ERP investment includes a quick ROI. It has never been easier with Shark Finesse to clearly show the benefits and the ROI for our customers and prospects in a structured manner. Shark Finesse helps us to develop the business case quickly and professionally. Thanks to the sophisticated cloud software, we get the results very easily at the push of a button."

Andree Albrecht

"Sales is ever evolving and Siemens puts great emphasis on developing its professional sales force, delivering insightful solutions that bring real value and innovation to our clients operations. To help us achieve this we have utilised Shark's tools for a number of years, their team are highly professional and a real pleasure to work with, tailoring the platforms to meet our own and our customers needs. We can always rely on Shark, and look forward to future collaborations together."

Sean McDonagh

"Shark Finesse has taken our client engagements to the next level, enabling Ellucian to distil the higher education expertise we have in our business into a clear, measurable proposition for our clients. Shark Finesse helps us develop more pipeline, progress opportunities and close more business."

Matt Searles

"Shark Finesse has proven to be an excellent and indispensable tool to complement our presentations to our prospective clients. The fact that it is unbiased and produces clear uncluttered reports in various formats that can be visually altered is a huge bonus. I would recommend this tool to any company or investor that needs to see a clear projection of ROI."

Euan Pallister

"I have been using the Shark Finesse software for over a year. Not only is the software user-friendly and intuitive but it also is a true game changer in the sales process. Having the ability to quantify the value that one can deliver to an organization is critical. And being able to quickly and easily convert it into a full ROI analysis is the cherry on the cake!"

Sabrina Fialho