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How to design aHow to design a
lead generation systemlead generation system
Sales Process EngineeringSales Process Engineering
www.salesprocess.co.uk
Agenda for ChangeAgenda for Change
When budgets are tight...
People & organisations are reluctant to buy...
Markets are more competitive than every before...
Sales success demands:-
1. A systematic, fully integrated sales and marketing process that
is aligned with how buyers make real-world buying decisions.
2. Then automate the process, to make best use of CRM and on-
line media and data sources, such as LinkedIn
It starts by designing an end-to end sales &
marketing process
What's your Problem?What's your Problem?
* Sales and marketing alignment: conflicting strategies and tactics between teams
* Understanding the buyer: do your teams reallyreally know what is required to create
and convert new market opportunity into growth & revenue?
* Sales and marketing process is opaque: problems arise -
- what’s happening at each stage? What’s going wrong and how do you fix it?
* Metrics: how to measure and evaluate performance at each key stage in your sales
& marketing process
- where are the metrics you need?
* Scalability: forecasting return on investment and time-scales
- how and where to invest to scale up the business?
– … & lack of quality sales leads
Sales Process Engineering:Sales Process Engineering:
The Lead Generation SystemThe Lead Generation System
MarketMarket
PlanningPlanning
Target
niche market(s)
•
Identify customer
problem(s)
•
Differentiate our
solution(s)
•
Define & prep
Channels
AccountAccount
PlanningPlanning
Build segmented
database
•
Map
‘Buyer Process’
USPs, objections,
tipping point
•
Prep Sales Team:
Forms
•
Differentiated Offer
GenerateGenerate
AwarenessAwareness
Marcomms to
‘worry’
candidates
•
Raise
awareness of
solution value
•
Develop
comms media
& collateral
•
Engage Introducers
GenerateGenerate
LeadsLeads
Trigger candidate
response
•
Define 3 pre-qualifying
questions
•
Engagement
issues & plan
•
Assign leads
to Sales: Forms
•
Lead Status
Report
Sales 1:Sales 1:
QualifyQualify
& Influence& Influence
Contact lead,
qualify,
assess needs
•
Develop sales
collateral
•
Prep supporting
reference data
•
SPE & SPIN
questions: Forms
Sales 2:Sales 2:
TheThe
SolutionSolution
Develop
& propose
solution
•
Decision makers,
criteria,
SWOT
•
Address the problem –
solution gap
•
Trials,
guarantees,
small-steps: Forms
CRMCRM
RetentionRetention
Manage customers
for growth
•
Tiered account
handling,
by value
•
Referrals,
case studies
•
Schedule reviews
•
User Group
Meeting
Sales Process Engineering: OverviewSales Process Engineering: Overview
• The Goal: the lead generation system offers systematic optimisation of
Resturn on Investment (ROI) from your sales & marketing process
• Benefits: alignment, transparency, metrics & scalability in a defined process
• It's logical: a process enabling you and your teams to understand, model and
match how ‘buyers buy’
• Modules: SPE planning; Buyer Behaviour research, SPE training and CRM
integration, LinkedIn lead generation
• Compatible with all CRM software. SPE maps to legacy and new systems
• Sales Process Engineering gives entrepreneurs and Directors maximum
oversight & control of the process of sales lead generation
Sales Process Engineering: Key benefitsSales Process Engineering: Key benefits
• Fully aligns sales and marketing activities based on a new model of buyer
behaviour and understanding of how to influence it
• Provides you with a transparent, measurable sales and marketing process
• Diagnose and resolve specific sales or marketing problems: whether in
branding, lead generation, conversion rates or ROI issues
• Evaluate and measure precisely the sales and marketing tools and media
required to meet your customers’ needs for communication and service
• Accelerate definition of customer’s problem and solution delivery, to
reduce operational costs and improve productivity for you and the
customer alike.
• New leads, more business, at a lower cost
The Buyers’ ProcessThe Buyers’ Process
How does the
problem arise?
•
With whom?
Buyer is worriedBuyer is worried
butbut unawareunaware
AcknowledgesAcknowledges
problemproblem
Who is
affected,
how, when?
•
How does the
problem
develop?
Tipping Point:Tipping Point:
Recognises need, actsRecognises need, acts
What happens, to
whom and when, that
triggers
customer to act?
•
Why delay acting –
what are the
problems in
taking action?
RFI, RFP,RFI, RFP,
ContractContract
How/ who
will they
assess the
vendors?
•
What are the
selection
criteria, how
weighted?
New needsNew needs
What new
needs can
we satisfy?
•
Which
prospects can
they introduce?
Process alignmentProcess alignment
Essential Desktop MetricsEssential Desktop Metrics
Programme ROI
(Return on
Investment)
Competitor
Market share
Target
customer
segments
Leads by
source
Lead by
status: ratios
Top sales rep Leads by media FormsTop 10 deals
Sales Process Engineering:Sales Process Engineering:
The 3 Step FormulaThe 3 Step Formula
1. Review:-
• Identify key current issues in your sales & marketing process
• Assess application of sales process engineered system
• Agree required actions
2. Diagnosis:-
• Evaluate your current sales and marketing challenges and performance
• Target ROI, alignment, transparency, metrics and scalability
• Agree opportunities, required actions (Pareto) and investment
3. Solutions:-
• Map the sales & marketing process to meet your objectives
• Specify and address key stages in the process to meet challenges
• Research Buyers: what they want – why, how, when & where
• Review results, benefits, reporting and next actions
Next Step: Business Process ReviewNext Step: Business Process Review
Actions:-
• Identify key current issues for the business in your sales & marketing
process
• Review current plans & opportunites: assess benefits and KPIs
Outcomes:-
• Agree and prioritise your key current issues and the actions required in
your sales & marketing process
• Document the timetable, costings and deliverables
Sales Process EngineeringSales Process Engineering
Thank you!
Further information:
www.salesprocess.co.uk
The lead generation system from www.ReaMarketing.co.uk

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Sales Process Engineering; the Lead Generation System

  • 1. How to design aHow to design a lead generation systemlead generation system Sales Process EngineeringSales Process Engineering www.salesprocess.co.uk
  • 2. Agenda for ChangeAgenda for Change When budgets are tight... People & organisations are reluctant to buy... Markets are more competitive than every before... Sales success demands:- 1. A systematic, fully integrated sales and marketing process that is aligned with how buyers make real-world buying decisions. 2. Then automate the process, to make best use of CRM and on- line media and data sources, such as LinkedIn It starts by designing an end-to end sales & marketing process
  • 3. What's your Problem?What's your Problem? * Sales and marketing alignment: conflicting strategies and tactics between teams * Understanding the buyer: do your teams reallyreally know what is required to create and convert new market opportunity into growth & revenue? * Sales and marketing process is opaque: problems arise - - what’s happening at each stage? What’s going wrong and how do you fix it? * Metrics: how to measure and evaluate performance at each key stage in your sales & marketing process - where are the metrics you need? * Scalability: forecasting return on investment and time-scales - how and where to invest to scale up the business? – … & lack of quality sales leads
  • 4. Sales Process Engineering:Sales Process Engineering: The Lead Generation SystemThe Lead Generation System MarketMarket PlanningPlanning Target niche market(s) • Identify customer problem(s) • Differentiate our solution(s) • Define & prep Channels AccountAccount PlanningPlanning Build segmented database • Map ‘Buyer Process’ USPs, objections, tipping point • Prep Sales Team: Forms • Differentiated Offer GenerateGenerate AwarenessAwareness Marcomms to ‘worry’ candidates • Raise awareness of solution value • Develop comms media & collateral • Engage Introducers GenerateGenerate LeadsLeads Trigger candidate response • Define 3 pre-qualifying questions • Engagement issues & plan • Assign leads to Sales: Forms • Lead Status Report Sales 1:Sales 1: QualifyQualify & Influence& Influence Contact lead, qualify, assess needs • Develop sales collateral • Prep supporting reference data • SPE & SPIN questions: Forms Sales 2:Sales 2: TheThe SolutionSolution Develop & propose solution • Decision makers, criteria, SWOT • Address the problem – solution gap • Trials, guarantees, small-steps: Forms CRMCRM RetentionRetention Manage customers for growth • Tiered account handling, by value • Referrals, case studies • Schedule reviews • User Group Meeting
  • 5. Sales Process Engineering: OverviewSales Process Engineering: Overview • The Goal: the lead generation system offers systematic optimisation of Resturn on Investment (ROI) from your sales & marketing process • Benefits: alignment, transparency, metrics & scalability in a defined process • It's logical: a process enabling you and your teams to understand, model and match how ‘buyers buy’ • Modules: SPE planning; Buyer Behaviour research, SPE training and CRM integration, LinkedIn lead generation • Compatible with all CRM software. SPE maps to legacy and new systems • Sales Process Engineering gives entrepreneurs and Directors maximum oversight & control of the process of sales lead generation
  • 6. Sales Process Engineering: Key benefitsSales Process Engineering: Key benefits • Fully aligns sales and marketing activities based on a new model of buyer behaviour and understanding of how to influence it • Provides you with a transparent, measurable sales and marketing process • Diagnose and resolve specific sales or marketing problems: whether in branding, lead generation, conversion rates or ROI issues • Evaluate and measure precisely the sales and marketing tools and media required to meet your customers’ needs for communication and service • Accelerate definition of customer’s problem and solution delivery, to reduce operational costs and improve productivity for you and the customer alike. • New leads, more business, at a lower cost
  • 7. The Buyers’ ProcessThe Buyers’ Process How does the problem arise? • With whom? Buyer is worriedBuyer is worried butbut unawareunaware AcknowledgesAcknowledges problemproblem Who is affected, how, when? • How does the problem develop? Tipping Point:Tipping Point: Recognises need, actsRecognises need, acts What happens, to whom and when, that triggers customer to act? • Why delay acting – what are the problems in taking action? RFI, RFP,RFI, RFP, ContractContract How/ who will they assess the vendors? • What are the selection criteria, how weighted? New needsNew needs What new needs can we satisfy? • Which prospects can they introduce?
  • 9. Essential Desktop MetricsEssential Desktop Metrics Programme ROI (Return on Investment) Competitor Market share Target customer segments Leads by source Lead by status: ratios Top sales rep Leads by media FormsTop 10 deals
  • 10. Sales Process Engineering:Sales Process Engineering: The 3 Step FormulaThe 3 Step Formula 1. Review:- • Identify key current issues in your sales & marketing process • Assess application of sales process engineered system • Agree required actions 2. Diagnosis:- • Evaluate your current sales and marketing challenges and performance • Target ROI, alignment, transparency, metrics and scalability • Agree opportunities, required actions (Pareto) and investment 3. Solutions:- • Map the sales & marketing process to meet your objectives • Specify and address key stages in the process to meet challenges • Research Buyers: what they want – why, how, when & where • Review results, benefits, reporting and next actions
  • 11. Next Step: Business Process ReviewNext Step: Business Process Review Actions:- • Identify key current issues for the business in your sales & marketing process • Review current plans & opportunites: assess benefits and KPIs Outcomes:- • Agree and prioritise your key current issues and the actions required in your sales & marketing process • Document the timetable, costings and deliverables
  • 12. Sales Process EngineeringSales Process Engineering Thank you! Further information: www.salesprocess.co.uk The lead generation system from www.ReaMarketing.co.uk