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Empowering Sales Channels
   Developing Sales Battle Cards

           February   |2009
Empowering Sales Channels | Developing Sales Battle Cards

In an environment where conditions are getting tougher (with increased number
of local/global players, elevated customer expectations, new technologies which
makes product and service comparison easier than ever, the economic downturn,
etc.) the pressure on sales channels are increasing, as is the importance.
Companies need to support and uplift their sales channel with the right tools to
increase their competitive advantage.

Sales representatives (including dealer / office employees, call center agents, etc.)
are the last point to touch customers while closing a sales deal. This fact implies
the importance of the human factor for successful sales. Companies that are
aware of this create systems to enable the effective flow of information about
products/services to the front line and try to enhance the capabilities of their
sales representatives on an ongoing basis. Nowadays, with product life cycles
decreasing and the variety of the product lines increasing, the need for a practical
and effective tool to increase sales conversions is greater than ever.

Changes in customers’ behaviors are also expediting the need for such tools. In
today’s world, customers can easily get information about different products,
compare competitors, search for prices, check out user experiences and more in
just a couple of minutes on the internet. A customer who makes an enquiry at a
sales point is more informed (right or wrong) about their alternative choices than
ever before. Understanding their needs and preferences easily, being competent
about your products’ rivals including their strengths and weaknesses and
developing a good-fit value proposition are the capabilities that all companies
dream of for their sales channels.

An effective and practical tool to satisfy such needs is a Sales Battle Card. Sales
Cards that are developed for products and/or product groups enable companies
to direct their sales forces in a standardized manner, and bring the focus on to
sales and customer-centric practices.

These cards, which can be utilized in almost all sectors (regardless of retail
presence or not), are made up of 9 sections…

                                   Sales Battle Card

                                       Target
                                                           Product
                    Marketplace        Customer
                1   Conditions    2    Segments and    3   Features and
                                                           Promotions
                                       Opportunities

                                       Customer            Possible
                    Competitor         Segment-            Customer
                4   Analysis      5    specific        6   Issues with
                                       Propositions        Product

                                       Sample
                    Golden             Benefits and        Additional
                7   Questions
                                  8    Success
                                                       9   Information
                                       Stories
1. Marketplace Conditions

In this section, general facts about the marketplace are listed. The size of the
market, product penetration rates, estimated market demand, and other relevant
data are given here. The main aim is to enable all sales staff to have a base level of
understanding about the marketplace that they are operating and trying to sell in.

2. Target Customer Segments and Opportunities

This section contains information about the specific customer segments that
should be targeted with the given product or service in question. The information
about the customer segment(s) must go beyond just demographics, however.
Additional information around needs & behavior of the customer segment will
help the sales force more effectively sell the product in question. For example,
stating that the product is ideal for those who like to travel is not enough –
information around how the battery life is ideal for long-distance travelers, how it
automatically synchronizes itself based on changing time zones, and how it has a
built-in language converter are types of tips that should be highlighted. It’s
relation to other products should also be highlighted as well (for example, that the
product is compatible with other specific products in the store), in order to
generate the most number of cross-sell opportunities as possible.

3. Product Features and Promotions

In this section, details about the product specifics are provided, in a language that
can then be easily conveyed to the potential customer. This section is especially
important for ensuring the same features are highlighted and discussed by sales
reps across the company, and across all sales points.

Additional information about promotions can be included in this section as well,
and, accordingly, must be updated on a relatively frequent basis to ensure the
latest information is available.

4. Competitor Analysis

Intelligence regarding competitor offerings in and around the same product group
is provided in this section. Particularly, the strengths and weaknesses of the
competitor’s products in relation to one’s own product should be detailed – how
does one’s own product surpass the competitor’s offering, and, what is its
weakness in relation. Other details to highlight include pricing, warranty
differences, and any other which can give one’s own product a competitive
advantage during the sales conversation.

5. Customer Segment-specific Propositions

Based on the target customer segments and competitor analysis, the main
proposition for why the product should be accepted by the target customers needs
to be developed and provided in this section. Features that set the product aside
and possibly relate to its branding (i.e. unmatchable warranty, best after-sales
                          service, compatibility with other products, etc.) are sample propositions that can
                          be highlighted here. The proposition should be simple, clear to understand, and
                          easy to convey.

                          6. Possible Customer Issues with Product

                          Based on feedback compiled from customers through various sources regarding
                          the product in question, responses to give to customers who come into the sales
                          conversation with similar points should be listed here. The product may have
                          certain features that have created poor word-of-mouth; the sales rep should be
                          ready to address inquiries regarding such features.

                          7. Golden Questions

                          In this section, questions that can precipitate a sale of the product should be
                          provided. These questions can range from trying to understand the budget the
                          customer has allocated to make a purchase to understanding how they intend to
Sales cards usage is
                          use the product in terms of frequency. Most important, the questions should
particularly widespread
                          trigger the sales rep to make the best possible product match possible to the
among technology
companies. Some of
                          customer. These questions also are critical in conveying to the customer that the
the companies             rep is looking out for his or her best interest.
providing their sales
                          8. Sample Benefits and Success Stories
representatives with
these cards include:      Benefits that the product provides the end user should be highlighted here. The
   Microsoft             more specific the benefit, the more effective the sales pitch (i.e. customers who
   HP                    switch to this tariff usually get a savings of around 30% on their monthly bill). The
   AVAYA                 highlighted benefit should be tailored to the customer segment in question (for
   CISCO
                          customers who are not price sensitive, for example, the above scenario would add
                          little value to the proposition). In cases where more is known about actual realized
                          benefits (particularly on the corporate side), further information should then be
                          provided (company X is able to communicate real-time with their sales force
                          across the country with this product – something they were unable to do before).

                          9. Additional Information

                          Information about how the sales reps could obtain additional details regarding the
                          product(s) can be provided here as an example. This could range from directing
                          the employee to an intranet, or to a dedicated call center rep who is an expert on
                          the subject.

                          One very important note about sales cards is their usability. These sales cards
                          should be restricted to a couple of pages at most. They are, after all, not product
                          brochures. Details that will not aid in the sales process should be excluded, filler
                          serves no purpose here. Also, the language should be kept simple, avoiding use of
                          technical words that once conveyed to the customer will lose their meaning is
                          critical.
These cards will serve a second purpose for companies that do choose to utilize
them – not only do they help to increase sales, but they serve as tools to help
expedite the acclimation phase of new employees. In essence, they become an
additional training mechanism.

During the preparation of these cards (which should be owned by the Sales
Department of a company), input should be obtained from several different
sources. Some of these include Marketing (particularly Product and Segment
Managers), Training, HR, Call Center Representatives and front-line sales
representatives.

It is important to update these cards on a relatively frequent basis – the decision
on how often is driven by how often promotions around the product change, as
well as competitor offerings. To make this process as easy as possible, the cards
should be managed and distributed in an electronic manner – posting on an
intranet or sending as an e-mail are examples.

Well prepared sales cards can ultimately play an important role in empowering
your sales force, better preparing them to succeed in the dozens of potential
customer engagements they take part in on a daily basis. These cards can result in
significant financial benefits for companies that do choose to produce them, and
are a quick win that should seriously be considered during this time of economic
downturn.
About Forte Consultancy Group

Forte Consultancy Group delivers fact-based solutions, balancing short and long term
impact as well as benefits for stakeholders. Forte Consultancy Group provides a variety
of service offerings for numerous sectors, approached in three general phases -
intelligence, design, and implementation.

                                                 For more information, please contact
                                                          info@forteconsultancy.com




           Forte Consultancy Group | Istanbul Office
                         www.forteconsultancy.com

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Empowering Sales Channels (Developing Sales Battle Cards)

  • 1. Empowering Sales Channels Developing Sales Battle Cards February |2009
  • 2. Empowering Sales Channels | Developing Sales Battle Cards In an environment where conditions are getting tougher (with increased number of local/global players, elevated customer expectations, new technologies which makes product and service comparison easier than ever, the economic downturn, etc.) the pressure on sales channels are increasing, as is the importance. Companies need to support and uplift their sales channel with the right tools to increase their competitive advantage. Sales representatives (including dealer / office employees, call center agents, etc.) are the last point to touch customers while closing a sales deal. This fact implies the importance of the human factor for successful sales. Companies that are aware of this create systems to enable the effective flow of information about products/services to the front line and try to enhance the capabilities of their sales representatives on an ongoing basis. Nowadays, with product life cycles decreasing and the variety of the product lines increasing, the need for a practical and effective tool to increase sales conversions is greater than ever. Changes in customers’ behaviors are also expediting the need for such tools. In today’s world, customers can easily get information about different products, compare competitors, search for prices, check out user experiences and more in just a couple of minutes on the internet. A customer who makes an enquiry at a sales point is more informed (right or wrong) about their alternative choices than ever before. Understanding their needs and preferences easily, being competent about your products’ rivals including their strengths and weaknesses and developing a good-fit value proposition are the capabilities that all companies dream of for their sales channels. An effective and practical tool to satisfy such needs is a Sales Battle Card. Sales Cards that are developed for products and/or product groups enable companies to direct their sales forces in a standardized manner, and bring the focus on to sales and customer-centric practices. These cards, which can be utilized in almost all sectors (regardless of retail presence or not), are made up of 9 sections… Sales Battle Card Target Product Marketplace Customer 1 Conditions 2 Segments and 3 Features and Promotions Opportunities Customer Possible Competitor Segment- Customer 4 Analysis 5 specific 6 Issues with Propositions Product Sample Golden Benefits and Additional 7 Questions 8 Success 9 Information Stories
  • 3. 1. Marketplace Conditions In this section, general facts about the marketplace are listed. The size of the market, product penetration rates, estimated market demand, and other relevant data are given here. The main aim is to enable all sales staff to have a base level of understanding about the marketplace that they are operating and trying to sell in. 2. Target Customer Segments and Opportunities This section contains information about the specific customer segments that should be targeted with the given product or service in question. The information about the customer segment(s) must go beyond just demographics, however. Additional information around needs & behavior of the customer segment will help the sales force more effectively sell the product in question. For example, stating that the product is ideal for those who like to travel is not enough – information around how the battery life is ideal for long-distance travelers, how it automatically synchronizes itself based on changing time zones, and how it has a built-in language converter are types of tips that should be highlighted. It’s relation to other products should also be highlighted as well (for example, that the product is compatible with other specific products in the store), in order to generate the most number of cross-sell opportunities as possible. 3. Product Features and Promotions In this section, details about the product specifics are provided, in a language that can then be easily conveyed to the potential customer. This section is especially important for ensuring the same features are highlighted and discussed by sales reps across the company, and across all sales points. Additional information about promotions can be included in this section as well, and, accordingly, must be updated on a relatively frequent basis to ensure the latest information is available. 4. Competitor Analysis Intelligence regarding competitor offerings in and around the same product group is provided in this section. Particularly, the strengths and weaknesses of the competitor’s products in relation to one’s own product should be detailed – how does one’s own product surpass the competitor’s offering, and, what is its weakness in relation. Other details to highlight include pricing, warranty differences, and any other which can give one’s own product a competitive advantage during the sales conversation. 5. Customer Segment-specific Propositions Based on the target customer segments and competitor analysis, the main proposition for why the product should be accepted by the target customers needs to be developed and provided in this section. Features that set the product aside
  • 4. and possibly relate to its branding (i.e. unmatchable warranty, best after-sales service, compatibility with other products, etc.) are sample propositions that can be highlighted here. The proposition should be simple, clear to understand, and easy to convey. 6. Possible Customer Issues with Product Based on feedback compiled from customers through various sources regarding the product in question, responses to give to customers who come into the sales conversation with similar points should be listed here. The product may have certain features that have created poor word-of-mouth; the sales rep should be ready to address inquiries regarding such features. 7. Golden Questions In this section, questions that can precipitate a sale of the product should be provided. These questions can range from trying to understand the budget the customer has allocated to make a purchase to understanding how they intend to Sales cards usage is use the product in terms of frequency. Most important, the questions should particularly widespread trigger the sales rep to make the best possible product match possible to the among technology companies. Some of customer. These questions also are critical in conveying to the customer that the the companies rep is looking out for his or her best interest. providing their sales 8. Sample Benefits and Success Stories representatives with these cards include: Benefits that the product provides the end user should be highlighted here. The  Microsoft more specific the benefit, the more effective the sales pitch (i.e. customers who  HP switch to this tariff usually get a savings of around 30% on their monthly bill). The  AVAYA highlighted benefit should be tailored to the customer segment in question (for  CISCO customers who are not price sensitive, for example, the above scenario would add little value to the proposition). In cases where more is known about actual realized benefits (particularly on the corporate side), further information should then be provided (company X is able to communicate real-time with their sales force across the country with this product – something they were unable to do before). 9. Additional Information Information about how the sales reps could obtain additional details regarding the product(s) can be provided here as an example. This could range from directing the employee to an intranet, or to a dedicated call center rep who is an expert on the subject. One very important note about sales cards is their usability. These sales cards should be restricted to a couple of pages at most. They are, after all, not product brochures. Details that will not aid in the sales process should be excluded, filler serves no purpose here. Also, the language should be kept simple, avoiding use of technical words that once conveyed to the customer will lose their meaning is critical.
  • 5. These cards will serve a second purpose for companies that do choose to utilize them – not only do they help to increase sales, but they serve as tools to help expedite the acclimation phase of new employees. In essence, they become an additional training mechanism. During the preparation of these cards (which should be owned by the Sales Department of a company), input should be obtained from several different sources. Some of these include Marketing (particularly Product and Segment Managers), Training, HR, Call Center Representatives and front-line sales representatives. It is important to update these cards on a relatively frequent basis – the decision on how often is driven by how often promotions around the product change, as well as competitor offerings. To make this process as easy as possible, the cards should be managed and distributed in an electronic manner – posting on an intranet or sending as an e-mail are examples. Well prepared sales cards can ultimately play an important role in empowering your sales force, better preparing them to succeed in the dozens of potential customer engagements they take part in on a daily basis. These cards can result in significant financial benefits for companies that do choose to produce them, and are a quick win that should seriously be considered during this time of economic downturn.
  • 6. About Forte Consultancy Group Forte Consultancy Group delivers fact-based solutions, balancing short and long term impact as well as benefits for stakeholders. Forte Consultancy Group provides a variety of service offerings for numerous sectors, approached in three general phases - intelligence, design, and implementation. For more information, please contact info@forteconsultancy.com Forte Consultancy Group | Istanbul Office www.forteconsultancy.com