Shark for Sales

We have solutions to meet all of your sales teams’ requirements; from software versions with full capability to versions that feature a more simplified and easy-touch interface.

All used to maintain a consistent and flexible approach to value-based conversations with your customer.

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Start your
customer value journey
today

Process

Using Shark and Business Value in the Customer Journey

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

Business cases
made easy

Shark software has an easy to follow, step-by-step process to quantify the value for an investment in your solutions and services.

Step 1

Identify business benefits

Agree the benefits that could arise from the implementation of your solutions or services - in other words, how your customer could save money or generate revenue by working with you.

Labor Saving
Activity Time Savings
$2,000
Revenue Gain
$10,000
Net Present Value (NPV)
$397,267
Payback
5 months
Payback
5 months
Internal Rate of Return (IRR)
80.8%
Step 2

Shark software calculates ROI

Behind the scenes, Shark software uses an ROI calculator to manage all the maths for you. Shark software will calculate the value of the agreed benefits, compares them against costs and produces the 3 key recognised ROI measures:

NPV - Net Present Value

Today’s view of how much you can make from the money you've put in.

Learn more about NPV

IRR - Internal Rate of Return

The percentage return you'll get back each year.

Learn more about IRR

Payback Period

How long it'll take to get all your original money back.

Learn more about Payback
Step 3

Business case generation

Shark software generates all the components of a business case in an easy to read format. You’ll receive the reports, spreadsheets, and presentations that your client needs to convince their boss, their colleagues or the board - with all the facts and figures of your value proposition, set out in straight-forward and believable way.

Customers

What are people saying?

We were looking to find an organisation that we felt we could really partner with. I think the ways of working and the relationship were almost as important as the capabilities of the tool and we certainly felt with the Shark Finesse team that we got that, whereas maybe with some of the other things we'd looked at, we didn't get that warm feeling.

David Morgan

For us to provide them with the right tool of doing this has not just helped our champions on their end to present this within the company, but it has also gotten us access to those roles and those key players and decision makers, which makes our lives obviously much easier.

Johan Martini

I would recommend Shark because it is easy to use. It's really delivering what you need if you have to prove the financials of an investment. And that's the case for many of my clients. It's also a way to increase or improve the customer experience because when they get to the point of asking you for a business case, they get something which is very professional. So normally they are impressed with what Shark Finesse can do.

Jose Manzano

What I realised with Shark software is it greatly simplifies the processes of trying to estimate and understand value.

Joshua Fennig

What we've found by using Shark Finesse to build these ROIs with the customer is that they are much more detailed, much more believable, and business cases get signed off quite a lot easier.

Adam Spurr

I have way more confidence in the numbers coming out consistently and the calculations being done correctly.

Ryan Strom

I would say Shark definitely helped us overcome challenges in terms of having a standardised way of creating business cases, and that's more prevalent in the business now and it's more expected for all of our new products and solutions to actually have a business case associated with them. So, seeing that culture shift from product and feature led pitches to more value driven solutions has been quite nice to see with Shark.

Arbaz Khan

The Shark Finesse Business Case Builder was a game changer for us because high-quality analyses are crucial for evaluating the profitability and feasibility of an ERP implementation project, for example. With Shark, we can now easily create these otherwise complex analyses in depth and present them to the customer on time. They are currently part of the customer's decision-making process.

Peter Weißmann

Building a sound business case is the foundation for any Enterprise software purchase. Often, we find that our internal Champions are part of the acquisition process for the first time and have no experience in setting up a credible business case structure. By incorporating Shark Finesse into our Enterprise sales process, we can act as trusted advisors. Sharing our own product experience, wrapped up in the valuable outputs that SF offer. This is so effective that we have incorporated a SF questionnaire into our Salesforce workflow. This allows our Accounts Executives to quickly and consistently get into the tough “value” conversation that is critical in any of today’s enterprise deals. We find that it is very rare for our prospects to truly understand their detailed cost of operation and it is therefore difficult to define value and returns. Working with SF we have the ability to surface that “value” much earlier in the sales process and focussing our conversations to where it matters for our prospects and customers.

Lee Child

Shark Finesse has proved an extremely useful tool to Wealth Dynamix in more quickly, easily and accurately articulating the business value delivered by our solutions.

Johnny Beloe

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

"sa.global 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 sa.global’s services. The Shark Finesse team are very professional, helpful and supported the sa.global 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
Labor Saving
Activity Time Savings
$2,000
Labor Saving
Shorter Sales Cycle
Reduce Revenue Leakage
Increase
Improve Attach Rate
Litigation Avoided
Reduce Haulage Costs
Process Time Savings
Penalty Avoidance
$10,000
Revenue Gain
$200,000
Labor Saving
Reduce Capital Costs
Activity Time Savings
$2,000
Cost of Mistakes
Labor Saving
Cost of Mistakes
Reduce Sales Discount
$2,000
Reduce Marketing Costs
Improve Efficiency
Additional Revenue
Shorter Sales Cycle
$16,000
Faster Yes Decisions
$200,000
Faster No-Go Decisions
Improve Cash Collection
Benefits

Use one of
200+ benefit calculators
or create your own

We have the calculators to cover many benefit scenarios. But what if you can’t find the right calculator? Use our Benefit Discovery Workshops where we will work with you to create the perfect benefit calculator.

Ready to
get started?