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Build a Successful and Results-Driven Sales
Culture
Gary Galvin Eve Lyons-Berg
With: Moderator:
TO USE YOUR COMPUTER'S AUDIO:
When the webinar begins, you will be connected to audio
using your computer's microphone and speakers (VoIP). A
headset is recommended.
Webinar will begin:
11:00 am, PST
TO USE YOUR TELEPHONE:
If you prefer to use your phone, you must select "Use Telephone"
after joining the webinar and call in using the numbers below.
United States: +1 (415) 655-0060
Access Code: 666-742-507
Audio PIN: Shown after joining the webinar
--OR--
Conga’s suite of solutions creates more efficient organizations by
simplifying and automating data, documents, contracts and reporting.
As the provider of the #1 paid application on the Salesforce AppExchange,
we have more than a decade of experience increasing the value of the
Sales Cloud by removing systems and process pain points that impede the
customer lifecycle. Our 8000+ customers are passionate about our
platform and support giving us 5 stars on the Salesforce AppExchange.
3
Click on the Questions panel to
interact with the presenters
https://www.salesprocentral.com/webinar-series/improve-your-salesforce-efficiency/
About Gary Galvin
Gary Galvin is a consultant, sales leader and CEO of Galvin Technologies, which is a Salesforce Consulting Partner located in
Indianapolis, IN. Galvin Technologies focuses on using technology to provide a personal and consistent experience that turn
prospects into life-long clients. Gary leads the direction of the company while focusing on new customer acquisition. You can
follow Gary at @gary_galvin.
About Eve Lyons-Berg
Eve graduated in 2017 from Grinnell College, where she majored in English and took an eclectic assortment
of courses. She now works with Aggregage as editor, content marketer, and webinar host on sites including
Sales Pro Central, eLearning Learning, and Business Innovation Brief.
5
Salesforce Consulting Partner
Build a Successful and Results-
Driven Sales Culture
As a Salesforce Consulting Partner, Galvin Technologies combines business
and sales strategy, technical implementation, and ongoing managed
services to help our clients increase sales, improve customer engagement
and improve efficiencies.
www.galvintech.com
@galvintech
6
7
12
Start with Quota
Build a Successful and Results-
Driven Sales Culture
Example: $1.2m in annual revenue
$0
$1,200,000
Jan Dec
Monthly Quota: $100,000
13
Monthly Revenue Health
$0 $20,000 $40,000 $60,000 $80,000 $100,000 $120,000 $140,000 $160,000
MTD Sales
Month-To-Date WON
Alan Trammel Desmond Howard Barry Sanders
Expand Your Reporting
• By Product
• By Service
• MRR
• New vs. Current
• By Lead Source
• And More
14Pipeline Metrics
Qualification
Prospecting
Needs Analysis
Quote/Proposal
Verbal
Contract Sent
$3.6m
$300,000
Close Date: 9/28/2018
Next Task: 10/1/2018
Getting Stale
Stage 90 Days
$175,000
$2.3m
Past Due Opportunities
Drew: 8
Todd: 3
Joan: 1
Sara: 0
No Next Step or Past Due
Drew: 4
Todd: 0
Joan: 7
Sara: 9
Stage Age
Drew: 9
Todd: 2
Joan: 9
Sara: 1
Know Your Win-Ratio
Your Numbers Matter To Others
$1.2m/Year
$100,000/Month
$3.6m Full Pipeline
$300,000 Bottom Stages
Track For the Results You Want
People Will Complain
Gamify It
Be Consistent
18Example Activity Metrics
0
5
10
15
20
25
30
Kirk Gibson Joe Dumars Glen Hanlon Lomas Brown
Number of Activities by Type
Calls Meetings Demos Networking
0
5
10
15
20
25
30
35
40
45
Kirk Gibson Joe Dumars Glen Hanlon Lomas Brown
Number of Activities
Completed Tasks
0 20 40 60 80 100 120 140 160
Kirk Gibson
Joe Dumars
Glen Hanlon
Lomas Brown
Points
Points
19Example Activity Metrics
Prospecting
Closing
Account Management
Issues
Prospecting:
Selling:
Closing:
Account Management:
Issues:
20%
30%
10%
25%
15%
Targets
15%
25%
20%
5%
30%
Joe Dumars
Prospecting Selling
Closing Account Management
Issues
20Add a “Type” Field
Understand What’s Working
Do We Have the Right Resources?
You Might Close A lot This Month But….
Are You Doing the Hard Stuff?
Are We Hanging Out with The Right Accounts?
$1.2m/Year
$100,000/Month
$3.6m Full Pipeline
$300,000 Bottom Stages
Number of Activities (or Points)
% By Type
Monday Morning Dashboard
26
Q&A
CEO and President, Galvin Technologies
Linkedin page: garygalvin/
Twitter ID: @gary_galvin
Email: ggalvin@galvintech.com
Website: https://galvintech.com
Jeff Davis
With:
Editor, Aggregage
Linkedin page: evelyonsberg/
Twitter ID: @SalesProCentral
Email: eve@aggregage.com
Website: http://www.aggregage.com
Eve Lyons-Berg
Moderator:
https://www.salesprocentral.com/webinar-series/improve-your-salesforce-efficiency/
jeff@jeffdavis2.com

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Improve Your Salesforce Efficiency: Build a Successful and Results-Driven Sales Culture

  • 1. Build a Successful and Results-Driven Sales Culture Gary Galvin Eve Lyons-Berg With: Moderator: TO USE YOUR COMPUTER'S AUDIO: When the webinar begins, you will be connected to audio using your computer's microphone and speakers (VoIP). A headset is recommended. Webinar will begin: 11:00 am, PST TO USE YOUR TELEPHONE: If you prefer to use your phone, you must select "Use Telephone" after joining the webinar and call in using the numbers below. United States: +1 (415) 655-0060 Access Code: 666-742-507 Audio PIN: Shown after joining the webinar --OR--
  • 2. Conga’s suite of solutions creates more efficient organizations by simplifying and automating data, documents, contracts and reporting. As the provider of the #1 paid application on the Salesforce AppExchange, we have more than a decade of experience increasing the value of the Sales Cloud by removing systems and process pain points that impede the customer lifecycle. Our 8000+ customers are passionate about our platform and support giving us 5 stars on the Salesforce AppExchange.
  • 3. 3 Click on the Questions panel to interact with the presenters https://www.salesprocentral.com/webinar-series/improve-your-salesforce-efficiency/
  • 4. About Gary Galvin Gary Galvin is a consultant, sales leader and CEO of Galvin Technologies, which is a Salesforce Consulting Partner located in Indianapolis, IN. Galvin Technologies focuses on using technology to provide a personal and consistent experience that turn prospects into life-long clients. Gary leads the direction of the company while focusing on new customer acquisition. You can follow Gary at @gary_galvin. About Eve Lyons-Berg Eve graduated in 2017 from Grinnell College, where she majored in English and took an eclectic assortment of courses. She now works with Aggregage as editor, content marketer, and webinar host on sites including Sales Pro Central, eLearning Learning, and Business Innovation Brief.
  • 5. 5 Salesforce Consulting Partner Build a Successful and Results- Driven Sales Culture As a Salesforce Consulting Partner, Galvin Technologies combines business and sales strategy, technical implementation, and ongoing managed services to help our clients increase sales, improve customer engagement and improve efficiencies. www.galvintech.com @galvintech
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  • 12. 12 Start with Quota Build a Successful and Results- Driven Sales Culture Example: $1.2m in annual revenue $0 $1,200,000 Jan Dec Monthly Quota: $100,000
  • 13. 13 Monthly Revenue Health $0 $20,000 $40,000 $60,000 $80,000 $100,000 $120,000 $140,000 $160,000 MTD Sales Month-To-Date WON Alan Trammel Desmond Howard Barry Sanders Expand Your Reporting • By Product • By Service • MRR • New vs. Current • By Lead Source • And More
  • 14. 14Pipeline Metrics Qualification Prospecting Needs Analysis Quote/Proposal Verbal Contract Sent $3.6m $300,000 Close Date: 9/28/2018 Next Task: 10/1/2018 Getting Stale Stage 90 Days $175,000 $2.3m Past Due Opportunities Drew: 8 Todd: 3 Joan: 1 Sara: 0 No Next Step or Past Due Drew: 4 Todd: 0 Joan: 7 Sara: 9 Stage Age Drew: 9 Todd: 2 Joan: 9 Sara: 1 Know Your Win-Ratio Your Numbers Matter To Others
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  • 17. Track For the Results You Want People Will Complain Gamify It Be Consistent
  • 18. 18Example Activity Metrics 0 5 10 15 20 25 30 Kirk Gibson Joe Dumars Glen Hanlon Lomas Brown Number of Activities by Type Calls Meetings Demos Networking 0 5 10 15 20 25 30 35 40 45 Kirk Gibson Joe Dumars Glen Hanlon Lomas Brown Number of Activities Completed Tasks 0 20 40 60 80 100 120 140 160 Kirk Gibson Joe Dumars Glen Hanlon Lomas Brown Points Points
  • 19. 19Example Activity Metrics Prospecting Closing Account Management Issues Prospecting: Selling: Closing: Account Management: Issues: 20% 30% 10% 25% 15% Targets 15% 25% 20% 5% 30% Joe Dumars Prospecting Selling Closing Account Management Issues
  • 21. Understand What’s Working Do We Have the Right Resources? You Might Close A lot This Month But…. Are You Doing the Hard Stuff? Are We Hanging Out with The Right Accounts?
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  • 23. $1.2m/Year $100,000/Month $3.6m Full Pipeline $300,000 Bottom Stages Number of Activities (or Points) % By Type
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  • 26. 26 Q&A CEO and President, Galvin Technologies Linkedin page: garygalvin/ Twitter ID: @gary_galvin Email: ggalvin@galvintech.com Website: https://galvintech.com Jeff Davis With: Editor, Aggregage Linkedin page: evelyonsberg/ Twitter ID: @SalesProCentral Email: eve@aggregage.com Website: http://www.aggregage.com Eve Lyons-Berg Moderator: https://www.salesprocentral.com/webinar-series/improve-your-salesforce-efficiency/ jeff@jeffdavis2.com